5.0
Average rating
1
Client Reviews
N/A
Pricing
What Our Clients Say
5.0
1 Client Reviews
Bethany Wilcox
July 1, 2025
Current client since 2025
5.0
Reason for working with Happy Numbers
Our agency really lacked a strategic financial plan for growth, and we also needed to clean up all of our financial processes and procedures. We were a complete mess. As soon as I spoke with him on our intro call I knew he is exactly what we needed to bring our agency to the next level. Timo has all of the experience we were looking for to help us sustain our growth!
Experience working with Happy Numbers
Timo has far exceeded expectations! I really don't understand how he does some of the stuff he does, but it is absolutely amazing! His level of detail and organization really compliments his financial knowledge and experience. From the day he started until now, Timo has completely revamped all aspects of the financial side of our business and now we are growing at an astonishing rate. It would not be possible without Happy Numbers!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Board & Investor Relations
✔ Cash Flow Projections
✔ Financial Strategy Development
✔ Fundraising Support
✔ Investor Pitch Development
✔ Process Optimization
✔ Risk Management
✔ Strategic Decision Support
✔ Valuation Support
✔ Capital Structure Planning
✔ Financial Modeling
✔ Financial Systems Implementation
✔ Growth Planning
✔ Mergers and Acquisitions Support
✔ Scenario Planning
✔ Team Structure & Development
Our Ideal Client Profile
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
About 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!
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.
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