Most agencies at $500K–$3M can't say which clients actually make money — the big agency-CFO firms are built for $5M+, and a bookkeeper can't answer it. SmartScale sits in that gap: project-level margins, cash 13 weeks out, and someone who explains what to do next.
You can't run strategy on shaky books. We build from the bottom up — clean records first, then planning, then the CFO thinking on top. Start anywhere; grow into the whole stack.
Accurate, current, reconciled books. The entry point, and the ground everything else stands on.
Budgets, forecasts, cash flow, and KPIs. This is where numbers start pointing forward instead of backward.
A partner in the decisions that move the business: pricing, hiring, cash strategy, growth, and lending.
Not a report you have to decode. A clearer picture, and a plan you can act on.
A rolling 13-week cash forecast means payroll, taxes, and big buys stop being surprises. You know what's coming before it arrives.
Profitability by product, service, or client — so you can lean into what works and stop quietly subsidizing what doesn't.
Hire? Raise prices? Take the loan? Every big call comes with a model behind it instead of a hunch and a hope.
Clean financials and real projections mean when a bank or investor asks, you hand them a package — not a scramble.
Amy spent 15+ years in corporate FP&A — including at Accenture — the budgeting, forecasting, and board reporting big companies take for granted. Woven through those same years, a decade of teaching math. That combination is rare: the rigor of a controller, the plain-spokenness of a good teacher.
You won't get jargon or a hand-off to a help desk. You get one person who knows your numbers and explains them like they want you to actually understand.
Meet Amy →15+ years of forecasting, budgeting, and variance analysis applied to your business.
No "EBITDA" without the why. We teach as we go, so you get sharper too.
Most bookkeepers show you the past. We spend our time on what's next.
Based in Georgia, working with owners across the country by video and cloud.
The Agency Profit Audit is a fixed-fee, two-to-three week analysis: which clients actually make money, what your real utilization is, and where cash lands in thirteen weeks. $2,000, and 75% is credited if you continue.
Begin with clean books, or step straight into full CFO support. Move up the stack as the business grows.
Final pricing is set after a discovery call, based on complexity and transaction volume.
No pitch, no pressure. Tell me where the business is, and I'll tell you honestly what would help most — CFO support, cleaner books, or somewhere in between.
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