Fractional COO for Accounting and Bookkeeping Firms
Hire me as your fractional COO. I get the reviews, sign-offs and stalled projects off your desk — without a $175K+ full-time hire.
What Our Clients Say
“I couldn’t do it without your help.”GINA · FOUNDER · SYNERGIST ACCOUNTING
Results Across Client Engagements
More Clients Won't Fix the Leaks. They Just Pour in Faster.
Every new client runs through the same review queue, the same fuzzy handoffs, the same inbox. I patch those first, so new revenue stays in the firm instead of leaking out as rework and write-offs.
I Don't Just Advise Accounting Firms. I'm a Partner in One.
I'm a partner in a bookkeeping and CAS firm. So I know what close looks like when two people are out. What busy season does to every internal project. What it costs when every review waits on the owner.
You're not getting theory from the outside. You're getting someone who runs the same kind of firm you do.
What Is a Fractional COO?
A Senior Operations Leader Who Takes Your Plans Off Your To-Do List and Gets Them Done Through Your Team.
You lead the vision, clients, relationships and growth.
I keep your team clear on weekly priorities and make sure deadlines get hit, without you playing bad cop or everything running through you.
What I Own
- Clarify Priorities→I pull the goals out of your head, set quarterly priorities and deadlines, and give each one an owner on your team, so planning stops eating your weekends.
- Standardize Workflows→I sit with your team, capture how onboarding, close and review actually run, and design the better version. We build it together and your team runs it, so it stops living in your head.
- Hit the Deadlines→I run a 30-minute weekly team meeting and follow up on what's stuck, so you're not chasing people for updates or playing bad cop.
- Finish the Projects→I take internal projects across the finish line so they don't stall out when busy season hits.
What It Isn't
- Not Consulting from the SidelinesI don't just recommend what should change. I help put it in place and keep it from stalling.
- Not an Assistant or Project CoordinatorA senior operator working alongside you and your leadership team.
- Not Another Person for You to ManageI own the weekly meeting and the follow-up, and make it clear who owns what.
- Not a TakeoverYou keep the vision, relationships and leadership of the business. Your team keeps doing the work. I keep it all moving.
Who We Work With
- US bookkeeping and accounting firms
- Outsourced accounting practices
- CFO firms
Two Situations. Two Very Different First Moves.
Ongoing operations leadership for bookkeeping and accounting firm owners who have grown past the stage where every escalation, decision and quality check can still land on them.
Business Flow Diagnostic — two weeks. A few hours of your time; we do the digging.
You're Hiring Me.
I lead your engagement myself. The first call, the Diagnostic, the weekly meeting and the follow-up in between. You won't get handed to a junior consultant once the contract is signed.
Support I bring in when your firm needs it.
Book a call with me.
Thirty minutes, no pitch. Tell me what's landing on your desk, and I'll tell you where I'd start.