You sell expertise.
But do you know what it costs to deliver?
Coaching and consulting businesses scale on reputation — but bleed margin through underpriced offers, invisible delivery costs, and founder dependency. We install a financial system that turns expertise into leverage.
Free diagnostic for coaching & consulting businesses doing $1M–$20M in revenue.
Busy calendar. Thin margins.
Trapped founder.
You’re booked solid. Revenue looks strong. But every dollar runs through you — your time, your relationships, your delivery. Offers are priced on what feels right, not what the numbers say. Delivery costs are invisible because nobody tracks them. Cash flow swings wildly between launches, retainer cycles, and project gaps. And the business can’t run without you — which means it can’t scale, and it can’t sell. That’s not a growth problem — it’s the same visibility problem we fix in every service business.
See how reducing founder dependency builds enterprise value.
We diagnose in order. COGS, S&M, then G&A.
60% gross margin. 15% sales & marketing. 15% overhead. That leaves 30% operating profit. Here’s how we get your consulting business there.
Consultant delivery costs & offer margins.
In consulting, COGS is your time, contractor costs, and delivery overhead. Before we touch margin, we map every offer — 1:1, group, course, done-for-you — to its true delivery cost so you can see which offers actually make money.
Business development & referral economics.
Target: 15% of revenue on business development. Most consulting firms overspend on acquisition because they never track cost per client by channel. We break down acquisition cost by referral, content, paid, and speaking — so you double down on what actually converts.
Office overhead & cash flow planning.
Target: 15% of revenue on G&A. Consulting overhead is typically admin staff, tools, office space, and a growing tech stack nobody audits. We model cash flow across launch cycles and retainer periods — so you stop the feast-famine cycle and always know what’s coming.
Consultant entity structure & tax strategy.
Coaches and consultants overpay taxes because they don’t plan. We build proactive tax strategy directly into your financial system — turning improved margins into real after‑tax wealth through entity structure and retirement vehicles.
Don’t just take our word for it.
“A team we can rely on, with rapid-fire responses and consistent support.”
“He brings creative ideas and valuable insights that have transformed our business.”
“Strategic finance helped us scale, exit, and reinvest with confidence.”
“Bennett Financials gave us the financial clarity we needed to grow.”
“A complete tax transformation that changed how we run our business.”
Optmyzr
Motiv Marketing
From first call to deployed system.
30-Minute Assessment Call
We discuss your current state, your goals, and whether we’re the right fit. No pitch deck — just an honest conversation.
Scale-Ready Assessment
We stress-test your books, margins, cash position, tax strategy, and operational dependency. You get a Scale-Ready Report with green/yellow/red scoring and the top blockers prioritized.
System Installation
Full financial operating system: clean books, engineered margins, deployed tax strategy, live dashboard, and monthly CFO cadence. Core system live within 90 days; full sprint complete by day 120.
The system works. Here’s what it looks like.
Time to full financial system deployment.
Tax liability eliminated through entity restructuring and strategic planning.
Revenue under management.
Three signals your consulting business has a margin problem.
If any of these hit home, the 60/15/15 diagnostic will show you exactly where the leak is and how to fix it.
Revenue is growing but you can’t tell which offers actually make money after delivery costs.
Your 1:1 coaching runs at 72% margin. Your done-for-you service runs at 31%. But you price them both on gut feel. Without per-offer margin visibility, you’re scaling the wrong thing and subsidizing engagements that drain your time and cash.
You deliver 68% of the revenue yourself — and there’s no plan to change that.
The founder is the product. Every engagement runs through you. You can’t take a month off without revenue dropping. Without a financial model for delegation, you’re building a job, not a business — and no acquirer will pay a premium for it.
Cash flow swings wildly between launches and you never know what’s coming next quarter.
Q1 brings $184K from a launch. Q2 drops to negative $22K during delivery. Nobody has modeled the cycles that actually drive your cash — just the revenue number that makes the year-end look clean. You’re one bad quarter from making desperate decisions.
Free for coaching & consulting businesses doing $1M–$20M in revenue.
Stop making decisions on gut feel.
The Leak Check shows you exactly where your business stands — profitability scorecard, offer margin analysis, and a clear picture of what to fix first.
Book Your Leak CheckFree for coaching & consulting businesses doing $1M–$20M in revenue.
Questions about CFO Services for Coaches & Consultants.
Clear answers to the questions owners ask before deciding what to do next.