Our Services
Five service tiers. One integrated team. We meet you where you are — and build the path to where you're going.
Five Tiers
Not every client starts at the same level. Our five-tier architecture ensures there's always a right-fit engagement for where you are today.
One problem. One sprint. One outcome. The lowest-commitment entry point.
Flexible, ongoing advisory. Strategic access without the full embedded model.
Financial architecture, forecasting, and strategic budgeting. Standalone ongoing engagement.
Operational architecture, process optimization, and team systems. Standalone ongoing engagement.
Our signature engagement. Both functions running in parallel. Maximum impact.
Financial Leadership
Your financial architecture is the gap. You need someone who can build the model that tells you when to hire, design the BI infrastructure that connects your numbers to your decisions, and own the forward-looking financial strategy of your business. Not a CPA closing last year's books — an operator building next year's foundation.
Forward-looking financial models that tell you when to hire, when to invest, and when to hold. 13-week cash flow forecasts, rolling budgets, scenario analysis.
Real-time visibility into cash position, runway, and burn rate. Timing-based forecasting that prevents the surprises that kill growing businesses.
Budgets built around growth objectives — not last year's actuals. Departmental allocation, capital planning, and investment prioritization.
Decision-grade reporting through our proprietary BI platform. Real-time dashboards covering revenue, margins, unit economics, and KPIs.
Client-level, project-level, and service-level margin analysis. Identify where you're making money and where you're leaving it on the table.
Operational Leadership
Your organization is the gap. The team is growing faster than the systems can handle. Delivery is inconsistent. The hiring plan doesn't connect to the financial plan. Kylie doesn't tell you what to build. She builds it with you.
Audit and redesign operational workflows. Eliminate bottlenecks, reduce waste, and build repeatable processes that scale with growth.
Implement the technology stack and SOPs that let your team operate at 2x capacity without 2x headcount. Project management, CRM, delivery systems.
Define and track the operational metrics that matter. Team utilization, delivery quality, capacity planning, and performance benchmarks.
Hiring sequencing, team structure design, leadership development, and culture-building. Build the organization that can execute your growth plan.
Premium Tier
The full picture. The full team. Strategy and execution, coordinated by design — because your CFO and COO share a mission, a household, and identical incentives.
When Matt recommends a structural investment, Kylie has already modeled the operational capacity. When Kylie identifies a team gap, Matt has the financial runway mapped. No coordination risk. No communication lag.
The integrated model delivers outsized returns because financial decisions and operational decisions reinforce each other. Strategy without execution is a document. Execution without strategy is chaos. We eliminate both failure modes.
We embedded both functions in a multi-entity agency and scaled it to multi-million-dollar operations in 18 months. Financial infrastructure and organizational structure, built in parallel. That's the model.
No other firm nationally offers a husband-wife CFO & COO team with a proprietary BI platform spanning both financial and operational data. This is a category of one.
Flexible Advisory
Need ongoing strategic guidance without the full embedded fractional model? Consulting is the right tier. It's a flexible, longer-term advisory relationship — access to Matt on the financial side or Kylie on the operational side (or both), on a cadence that fits your business.
Less structured than a fractional engagement, more strategic than a one-off sprint. Right for founders who need a trusted thinking partner as they navigate growth, decisions, or transition.
Entry Point
Not ready for a full engagement? A Strategic Sprint is how we work together first. One specific challenge. Defined scope. Fixed timeline. Concrete output.
Build your first 13-week cash flow forecast. Gain clarity on runway, burn rate, and capital timing. Walk away with a living financial model.
Design your operational playbook from scratch. Process documentation, workflow mapping, and the systems architecture your team needs to scale.
Implement a KPI dashboard for financial and operational visibility. Know your numbers and your performance in real time — not last quarter.
Supporting Service
Clean data is the foundation. If your books aren't in order, strategic CFO and COO work can't begin. We offer bookkeeping as a supporting service when data quality is the prerequisite — not as a standalone product, but as the bridge that makes everything else possible.
Your Journey
Our land-and-expand model means you're never locked in — and the door to deeper engagement is always open.
