Services

Fractional Controller & Operations Services for Growing Brands

Scale Without the Chaos

We provide the Business Operations Audit, System Implementation, and Fractional Controller support required to move your business from “Manual Overload” to “Automated Growth.”

How We Work: The Diagnostic Approach

We don’t guess. We diagnose, then we build.

Step 1: The Operations Audit

We start with a deep-dive diagnostic to find the leaks in your financials and workflows.

Step 2: The Systems Implementation

We fix the issues using your audit credit. We build the dashboards, Make.com scenarios, and SOPs.

Step 3: The Controller Partnership

We stay on as your long-term financial partner to manage compliance and growth.

Our Service Packages

01

360° Business Operations Audit

Before we touch your books or your code, we need to know exactly where the bottlenecks are. In this deep-dive session, we review your Financials, Tech Stack, and SOPs.

  • Includes: Financial Health Check, Tech Stack Map, Bottleneck Identification.
  • Deliverable: A PDF “State of the Union” Roadmap.
  • Investment: $497 (Fully creditable toward future implementation).
Book Your Audit
A professional consultant reviewing a 360-degree business operations audit report and financial charts to identify bottlenecks.
A digital illustration of an automation workflow connecting business app icons, representing a Systems Implementation Sprint.
02

Systems Implementation Sprints

Perfect for businesses that need specific systems built but aren’t ready for a monthly retainer. Use your Audit credit here.

Option A: Financial Systems Setup We turn your messy data into audit-proof clarity.

  • Includes: QuickBooks/Xero Clean-up, Fathom Dashboard Setup (KPIs), and Bank Feed Automation.
  • Investment: From $500.

Option B: Workflow Automation Sprint We document and automate your core workflows.

  • Includes: Custom Zapier/Make integration, CRM connection, and video SOP creation.
  • Investment: From $500.
03
Fractional Controller Partnership

For businesses generating $500k+ ready to hand over the operational keys. We become your specialized partner.

Includes:

  • Consolidated Financial Reporting: For franchises and multi-entity brands.
  • Inventory & COGS Tracking: Accurate margin analysis for E-commerce.
  • Compliance & Tax Readiness: We keep your CPA happy.

Investment: Custom Monthly Retainers ($600 – $2.5k/mo)

Discuss Partnership
A laptop and smartphone displaying synchronized real-time financial dashboards for a fractional controller partnership.

Specialized Expertise for High-Volume Sectors

Franchise & Multi-Unit Business Owners:

Standardizing royalty tracking and location-based P&Ls

E-Commerce & Retail Brands:

Managing high-volume transaction data and inventory margins.

Wellness Leaders & Educators:

Automating community management and client onboarding.

Ready to transform your operational efficiency? Let’s talk.

Empowering entrepreneurs with specialized systems, one process at a time.
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