Actually, you're spending 50% of your time on work that should take minutes.
You're leaving your kid's college fund on the table every year because you're doing 8 hours/client every month on basic data prep and analyst work that should be automated to keep visibility into profit drivers and unforeseen changes.
Spent pulling data, cleaning it, building analysis, forecasts, and updating dashboards. Or, send it offshore and hope for the best. That's repeatable work that needs to be done doesn't scale while your strategic value sits on the back burner.
Clients get slower responses. Your ability to add strategic value diminishes. And you're exhausted from doing $30/hour work at $250/hour rates.
If you freed up those 60+ hours/month, you could add 8 more clients, raise rates, guide clients to more growth with better visibility, with forecasting and scenario testing capabilities competitors can't match.
Stuck at 8 clients because you're spending 8 hours / client on manual analysis, working free hours just to keep up. Can't scale without hiring. Competing on price, not insights. Wondering how you have the impact you want to have.
Serving 12-15 clients in same total hours, but 90% less time wasted on manual data cleaning & analysis. Revenue increase of $150k+ while commanding premium rates for instant insights.
You took the first step and stopped doing the repeatable work manually. You called us, and started leading with forecasting, scenarios, live KPI dashboards, and brilliant strategic guidance.
This isn't about working harder. It's about amplifying your expertise so the repeatable work disappears and your strategic value compounds. Buy your time back and deliver more value to clients: it's a win-win.
We integrate 3-5 systems (QuickBooks, Shopify, inventory, whatever your client uses). The 30-90 day data cleanup you'd do manually? We handle it in hours.
You get working profit dashboards—product margins, customer profitability, cash flow visibility, inventory issues. Everything automated so you can answer client questions and run scenario tests in 5 minutes instead of 3 days.
We identify $50K-$250K in profit opportunities for that ONE client, or you get 100% refund AND keep everything anyway.
We can guarantee this because in 90% of cases, we find 5-20x that value in the first two weeks.
You decide: Keep the dashboards and forecasts live or walk away with full refund (no questions asked).
With what's in place, you will have visibility into client health, product leaders and losers, new client pockets to tap, and anything else you need to see to guide your clients to success.
That profit dashboard you built for Client A? Use it as a baseline for Clients B-N. Your first engagement takes 20 hours. Your fifth takes a couple hours. Scale your secret sauce across new clients simultaneously.
We only take 5 Profit Clarity Sprints per month. This isn't a template—we do the actual integration work. This month: 3 spots remaining January: 80% full (year-end budget rush means CFOs are moving fast) Every month you delay = $12K-$18K in revenue you're not capturing (1 more client per month at $3K average). Plus, December 15 is the year-end budget deadline. After that, you're waiting until February. That's 3 months of leaving money on the table.
You're right to think that. Most clients' data IS messy. Here's what changes: The 30-90 day data cleanup you'd do manually? We handle it in hours. We connect the systems (QuickBooks, Shopify, inventory, CRM, whatever), clean and normalize the data (duplicate detection, missing cost allocation, etc.), and build the dashboards that answer your recurring questions automatically. No raw data goes to AI. Every calculation is explainable. Your fiduciary duty stays intact.
Most dashboard tools require you to do the integration work, data cleanup, and dashboard building. That's why they take months to implement and cost $50K-$250K. We do all that work for you in 14 days. You get working dashboards built specifically for fractional CFO workflows—not generic templates you have to customize.
That's the best part. Once you've proven it with one client, adding more is fast. The dashboards you built for Client A become templates for Clients B-F. Your first setup takes 10 hours. Your fifth takes 2 hours. The system is built to scale across your entire practice.
Then you get a full refund and keep everything anyway. We're confident because in 90% of cases, we find 5-20x the guaranteed value in the first two weeks. The only way this doesn't work is if your clients' profit issues are already 100% visible and automated—which would make you a unicorn among fractional CFOs.
Because we do the actual integration work—not hand you a DIY tool. Each sprint requires our team to validate, configure, clean your data, then build your unique dashboards. We cap it at 5 to ensure quality. That's why spots fill fast, especially in Q4 when CFOs are planning for next year.
Absolutely. We integrate with QuickBooks, Xero, Shopify, inventory systems, CRMs, and 500+ other platforms. If your clients use it, we can connect to it. You keep using the tools you're already comfortable with—we just make them talk to each other and give you unified visibility.
