We check your 5 vital signs
You walk away with a full diagnosis, a roadmap, and a plan
Give us read-only access to your QuickBooks and 90 minutes of your time. What comes back is a complete financial audit, a 12-month roadmap, and answers to the specific problems keeping you up at night (cash flow, pricing, profitability, or hiring).
You didn’t start an agency because you love spreadsheets
You started it because you're good at the work.
The strategy, the creative, the client relationships. Nobody taught you the money side, so you avoid it (or you white-knuckle it every month hoping the number in your bank account matches the story you're telling yourself).
-
Profitability — your actual margin, broken out by client, service line, or project
Pricing & scope leak — the specific revenue that should be hitting your books and isn't
Cash leaks — the top places money is quietly leaving that shouldn't be
Owner pay — the correct way to pay yourself based on your entity type, with an actual number attached
Books health — exactly what's broken in your QBO setup, ranked by what to fix first
-
A 12-month financial roadmap — so you know exactly what to focus on each quarter, not just what's broken today
A pricing review — built to maximize profitability, not just cover costs
Team growth planning — hiring timelines and budget recommendations, so you know when you can actually afford your next hire
A 3-month cash flow forecast — so decisions come from numbers, not nerves
-
You can open QuickBooks and know what you're looking at (no more guessing or dread)
You can run this yourself for as long as you want, and hand it off the moment you're ready, on your terms (not because you're stuck)
So what exactly will you walk away with?
What we do
*
What we do *
01
-
A focused Google Meet session where we dig into your business and your numbers together. Then spend real time on your biggest current challenge, whether it’s cash flow, pricing, profitability, or hiring. Whatever's most pressing right now.
02
-
We go line by line: margins by client or service line, cash flow patterns, owner pay, pricing gaps, and the leaks costing you money every month. If you're using time tracking with your team, we pull that in too (it sharpens the whole analysis).
03
-
We build your 12-month financial roadmap, pricing review, team growth plan, and 3-month cash flow forecast. These are the pieces that turn "here's what's wrong" into "here's what to do next, and when."
04
-
A recorded, personalized walkthrough of your full analysis and what it means for your business. Watch it on your schedule, pause it, send it to your ops person or partner.
05
-
Live time to talk through the recommendations, ask questions, and get direct answers on your specific numbers.
06
-
A detailed, prioritized set of next steps you can start on immediately AND come back to whenever you need it.
What we do
*
What we do *
01 | 90-minute live intensive with Maddie & LoriAnn
A focused Google Meet session where we dig into your business and your numbers together. Then spend real time on your biggest current challenge, whether it’s cash flow, pricing, profitability, or hiring. Whatever's most pressing right now.
02 | Full financial audit & analysis
We go line by line: margins by client or service line, cash flow patterns, owner pay, pricing gaps, and the leaks costing you money every month. If you're using time tracking with your team, we pull that in too (it sharpens the whole analysis).
03 | Roadmap & forecastings
We build your 12-month financial roadmap, pricing review, team growth plan, and 3-month cash flow forecast. These are the pieces that turn "here's what's wrong" into "here's what to do next, and when."
04 | Loom walkthrough, delivered to your inbox
A recorded, personalized walkthrough of your full analysis and what it means for your business. Watch it on your schedule, pause it, send it to your ops person or partner.
05 | Recap call
Live time to talk through the recommendations, ask questions, and get direct answers on your specific numbers.
06 | Written action plan
A detailed, prioritized set of next steps you can start on immediately AND come back to whenever you need it.
Who you’ll be working with
LoriAnn | Founder, Profit Priority
Built Profit Priority specifically for service-based businesses and creative agencies. For founders who are excellent at their craft and want a financial partner who understands how that kind of business actually runs.
Maddie | CFO Services Lead
Leads our CFO tier and has been inside the financials of dozens of agency founders. She knows the patterns that show up over and over, and the ones that are costing you money without you noticing.
Pricing
One intensive. One price. $2,500. No retainer. No monthly commitment.
A bounded engagement that gets you a full diagnosis and a plan.
Everything included:
90-minute live intensive with Maddie & LoriAnn
Full financial audit and analysis across all five vital signs
Strategy session on your biggest current challenge
12-month financial roadmap
Pricing review
Team growth planning with hiring timelines and budget recommendations
3-month cash flow forecast
Personalized Loom walkthrough
Recap call
Written action plan
Spots are limited, we cap intake to keep quality high.
If we're full, you're first in line for the next window.
Questions
-
No. The messier they are, the more this is worth it. We've seen it ALL. From a chaotic chart of accounts, years of uncategorized transactions. That's just part of what we document and fix.
-
Message us before booking. We're built around QBO. If you're on another platform, we may still be a fit, we just want to set the right expectations first.
-
No. You get everything listed above, full stop, regardless of what happens after. Some founders finish the intensive and want ongoing support (happy to talk if that's you). However, there's no pitch baked into the engagement itself.
-
$250k–$2M in annual revenue (past the early chaos, not yet invested in real financial infrastructure). Outside that range? Reach out and we'll tell you honestly if it's the right fit.