Happy Numbers
Typically responds within 100 hours
Happy Numbers
Building a business is hard. Stressing about your numbers is the last thing you should be doing.
We help agency and service business owners build the financial systems that help them grow their business, gain confidence about their data, and stop wasting endless hours on inefficient finance ops. All without the cost of a full-time hire.
Results you can expect:
💰 Sustainable profit and more cash in the bank
🧠 Smarter decisions, backed by real data
🚀 Growth without loss of control
⏳ Reduce time spent on boring finance tasks
🧘 Stop stressing about finance, focus on doing what you love
What we do for you:
🏦 Financial foundations - systems and finance ops that actually work
🎯 Bespoke strategy - figure out where you are, where you want to be, and how we get there
📈 Planning & forecasting - clear roadmaps, rolling forecasts, and monthly game plans
💸 Reporting & analysis - custom dashboards and KPIs that show what's working and what's not
⚒️ Business optimization - from pricing to team capacity, we help you make real improvements
We keep our client base small on purpose so we can offer each one the service they deserve. You'll get a real partner not just someone who drops in once a month with a meaningless report.
Schedule a free audit and see how we can help you!
We help agency and service business owners build the financial systems that help them grow their business, gain confidence about their data, and stop wasting endless hours on inefficient finance ops. All without the cost of a full-time hire.
Results you can expect:
💰 Sustainable profit and more cash in the bank
🧠 Smarter decisions, backed by real data
🚀 Growth without loss of control
⏳ Reduce time spent on boring finance tasks
🧘 Stop stressing about finance, focus on doing what you love
What we do for you:
🏦 Financial foundations - systems and finance ops that actually work
🎯 Bespoke strategy - figure out where you are, where you want to be, and how we get there
📈 Planning & forecasting - clear roadmaps, rolling forecasts, and monthly game plans
💸 Reporting & analysis - custom dashboards and KPIs that show what's working and what's not
⚒️ Business optimization - from pricing to team capacity, we help you make real improvements
We keep our client base small on purpose so we can offer each one the service they deserve. You'll get a real partner not just someone who drops in once a month with a meaningless report.
Schedule a free audit and see how we can help you!
Clients who would be a good fit
Agencies & service companies that make at least $500k in annual revenue and ready to build the financial systems to support their growth for years to come
Clients who wouldNOTbe a good fit
Businesses that are just getting started and/or under $500k in annual revenue
Client Specialties
Services Offered
Service Pricing
Monthly Retainer
$2,500 to $8,000
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
In person meetings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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Professional Services
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
