For Agency & Consultancy Owners Doing $500K–$3M

Stop Guessing Your Profit. Know It Before Your Next Hire.

Books closed within 10 days of month-end, with a monthly CFO call on your top 3 changes to profit — in 90 days. 1:1 with Felice Cambridge.

Revenue Is Up. So Why Does It Feel Like You're Flying Blind?

You built a thriving agency. But your books are three months behind, and every big decision is a gut call.

Books Months Behind

You find out what happened in March sometime in June — too late to fix anything.

Hiring on a Hunch

You want to add a senior hire, but you can't say with confidence whether margins can carry it.

Profit Is a Mystery

Which clients, services, and team members actually make you money? Nobody knows for sure.

The 90-Day CFO Clarity Program

From Messy Books to a CFO-Level View of Profit

Felice works with you 1:1 to clean up, systemize, and interpret your numbers so every decision is backed by data.

01

Days 1–30: Catch Up & Clean Up

Reconcile backlog, fix your chart of accounts, and set up job-level profit tracking for your agency model.

02

Days 31–60: The 10-Day Close

Install a repeatable month-end close process so your books are final within 10 days, every month.

03

Days 61–90: Your CFO Call

A monthly CFO call focused on your top 3 changes to profit — pricing, utilization, hiring, and more.

Book Your Discovery Call

Agency Owners Who Finally Know Their Numbers

★★★★★

“We were six months behind. Now our books close by the 8th and I made our first director hire knowing exactly what it would do to margin.”

Marcus T. — Creative Agency, $1.8M

★★★★★

“The monthly CFO call is gold. Felice spotted two unprofitable retainers in our first month. Repricing them paid for the program.”

Dana R. — Strategy Consultancy, $900K

★★★★★

“I stopped dreading finance. I get a clear picture every month and three concrete moves to make. It's like having a CFO on my team.”

Jordan K. — Digital Agency, $2.6M

1:1 Coaching Program

90-Day CFO Clarity

$16,200

For the whole program

  • Full backlog catch-up & cleanup
  • 10-day month-end close system
  • Client & service profitability tracking
  • Monthly CFO call: top 3 profit changes
  • Direct 1:1 access to Felice
Book a Discovery CallBuy Now

Frequently Asked Questions

Who is this program for?
Agency and consultancy owners doing $500K–$3M a year whose books are behind and who need a CFO-level view of profit before their next hire or investment.
How far behind can my books be?
Months behind is common. The first 30 days are dedicated to catching up and cleaning up so you start from accurate numbers.
Do I need to replace my bookkeeper?
Not necessarily. Felice works with your existing team and tools where possible, installing the process and oversight that get you to a 10-day close.
What happens on the monthly CFO call?
We review your closed financials and agree on the top 3 changes that will move profit most — pricing, utilization, staffing, or spend.
What's the first step?
Book a Discovery Call. We'll look at where your books stand and whether the program is the right fit for your agency.

Make Your Next Hire With Confidence

In 90 days, your books close within 10 days of month-end and you'll know exactly which 3 changes will grow your profit. Let's talk.