What happens on the fit call?
It's 30 minutes. We ask about your revenue, margins, inventory and cash, and tell you honestly whether the Profit Growth Playbook is a fit. No prep needed.
Who do you work with?
Shopify and DTC brands doing $1M to $20M a year. We also work with Amazon sellers.
How does the guarantee work?
If we don't find at least 2x your program fee in annual savings or freed-up cash by Week 6, we keep working with you at no cost until we do, for up to 60 more days.
What is a fractional CFO?
A part-time finance lead for your business. We turn your numbers into forecasts, budgets, and clear go / no-go answers on hiring, expansion, and big investments, without the cost of a full-time CFO.
Can you help if my books are behind?
Yes. We handle catch-up and clean-up for books that are behind or messy, plus ongoing monthly bookkeeping so your records stay accurate and ready for tax time.
Who prepares my tax return?
Your returns are prepared by a licensed CPA.
How do I get access to the Client Portal?
Client accounts are created after your fit call. Once you're a client, use the Client Portal link at the top of the page to log in and manage your plan.
Is my payment information secure?
Yes. We invoice you directly, and we never see or store your card or bank details.
How do monthly plans work?
Monthly plans are billed automatically each month. You can cancel anytime with 30 days notice.
I'm not sure which service I need.
That's exactly what the fit call is for. Book a 30-minute call and we'll tell you whether the Profit Growth Playbook is the right next step, with no pressure and no pitch.