FOR AGENCY & CONSULTANCY FOUNDERS
Stop discovering your margin at year-end.
Fractional CFO, accounting, and analytics for agencies, consultancies, and professional services firms from $1M–$30M in revenue. We make your utilization, your project profitability, and your pricing model impossible to ignore.
The questions that keep you up at night.
These are the problems our clients bring us. If any of them sound familiar, we should talk.
Utilization
"Half my team says they're slammed and half says they're underused. I can't tell who's right."
Project Margin
"This client feels unprofitable but the P&L says we're fine. Someone's wrong."
Pricing
"We're still charging rates from three years ago. I don't know what the market will bear."
Pipeline
"Q3 looks packed. Q4 looks empty. I make staffing decisions blind every quarter."
We don’t just advise. We build with you.
We augment the financial, analytical, and strategic capacity of your executive team. We lead projects and functional areas, and then we execute. Above all, we view ourselves as members of your team and take responsibility for delivering.
Constant communication
Weekly working sessions with the founder or managing director, monthly financial reviews with your leadership team. We integrate into your operating rhythm, not the other way around.
Always on
Available 24/7/365. When a major proposal lands late Friday or a client negotiation needs numbers by Monday, your finance team picks up the phone.
Data clarity
Our proprietary tooling pulls your PSA, time tracking, and accounting data into one view. Utilization by person, margin by project, realization by client, in hours, not at quarter-end.
WHAT TO EXPECT
Your first 90 days with Greenleaf
Three phases. Concrete outcomes. No ramp-up theater.
Month 1
Diagnostic
We rebuild utilization from time entries up, separate billable from non-billable honestly, and establish project-level margin by client, service line, and team.
Goal: Real utilization and real project margin, visible for the first time.
Month 2
Quick wins
Scope creep and non-billable time addressed, rate increases where there's headroom, and a staffing model that matches pipeline instead of optimism.
Goal: Margin starts moving by the end of this month.
Month 3
Structural work
Service-line pricing rebuilt on true cost-to-serve, pipeline-to-revenue forecasting, and an operating rhythm that catches utilization drift early.
Goal: You stop discovering margin at year-end.
Common questions
Everything you need to know before we talk.
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Agencies, management consultancies, design studios, engineering firms, recruiting firms, and other project-based knowledge work businesses, typically $2M–$30M in revenue. If you're running a salon, spa, fitness studio, or wellness business, see our dedicated page for those — the economics are different enough that we've built separate content for it.
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Yes, this is some of our most common work. We build the cost-to-serve model for each service line, benchmark your rates against comparable firms (where data exists), model the elasticity on your top clients, and help you develop a repricing rollout that doesn't torch your book. Most services firms we work with haven't meaningfully raised rates in 2–3 years and leave significant margin on the table as a result.
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Carefully and in coordination with your tax advisor. We model compensation scenarios (salary vs. distribution splits, comp bands across partners, performance-based pools) and help you make the call. We don't opine on tax structure directly, that's your tax advisor's work, but we build the financial models that let both of you make informed recommendations together.