Fractional CFO & Financial Strategy
for Creative founders
Does this sound familiar?
A few years ago, you were laid off or just over agency life.
You started freelancing.
You didn’t anticipate doing it forever…but maybe?
One client turned into a few.
You brought on friends and cobbled together a collective of freelancers.
Before you knew it, you had a team, a set of offers, and a business that… worked.
Now, you’re running a company — a studio, shop, boutique agency, collective.
You’re responsible for people. For payroll. For clients. For outcomes. For growth.
You have over 500K in revenue, but decision-making is often a challenge.
You have a CPA, a bookkeeper, and maybe even an incredible co-founder.
But who can you talk to who speaks the agency language?
The bookkeeper and CPA do not seem to understand your business.
And somewhere along the way:
Your offers got a little bloated
Your pricing didn’t quite keep up
Your team grew faster than your structure
The numbers stopped being as clear as they once were
From the outside, things look successful.
Inside? It feels heavy, vulnerable, and lonely at times.
You’re not just trying to make more money or scale.
You want to make sense of what you’ve built and make it sustainable.
That is where we come in.
We help you simplify your numbers and increase profitability.
We help you make sense of the metrics and price your offerings at market rates.
We help you build towards the salary you made previously.
We build a business that works, financially and personally.
45% Revenue Growth
2.7X Avg. Profit Increase
4.2X Quarterly Profit Increase
25+ Creative Agencies
1M+ Saved in Profit
93% of clients 2X profit
45% Revenue Growth 2.7X Avg. Profit Increase 4.2X Quarterly Profit Increase 25+ Creative Agencies 1M+ Saved in Profit 93% of clients 2X profit
Our offerings
Because more revenue doesn’t fix a broken financial model.
Your current support system is likely:
too surface-level (bookkeeping, basic reporting)
too generic (misaligned advice from industry agnostic pros)
We bridge that gap.
With a deep understanding of the creative industry:
We help you make decisions around pricing, team structure, and growth
It is grounded in real numbers (and industry metrics), not guesswork
THE GROWTH BLUEPRINT
Investment: starting at $5,000 (One-Time Sprint)
A deep dive into your financials, offers, and operations to uncover exactly what’s driving (or limiting) your profitability.
What we focus on:
Profitability + margin analysis
Pricing + revenue mix (retainers vs projects)
Payroll and team structure
Financial forecasting + growth scenarios
Best for:
Founders who want clarity fast — and a clear path forward before committing to ongoing support.
BEST VALUE
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Strategic Planning Call
Worksheets + Visioning Tools
Financial health audit: Pricing, Profit, People
Growth Blueprint Session
Growth Blueprint & Implementation Plan
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Confidence in vision, pricing, and scope
Clear next steps for rollout
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Strategy Worksheets
Applicable Visual Tools
Follow-up Report and Strategies
Additional P&L and Forecasting Tool, if requested
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Week 1-3 — We meet 1:1 to discuss your vision + goals and encapsulate the full picture of your business. That and your financial data enables us to build out your Growth Blueprint. We meet for a strategic workshop to review our audit, share our findings, and recognize areas and obstacles you’re facing. Meredith shares strategies and findings within the Growth Blueprint that will serve as a guide for you to implement with your team.
Week 4-6 — Should you be interested in us supporting you in implementation, the Agency Scalable Model is available to you and your first month is credited towards that offer.
THE scalable
agency model
What does scaling even mean to you?
We unlock growth targets aligned with your goals in a focused 5-month sprint.
Typical challenges we solve together:
Pricing, hiring, capacity
Going from emotional decision-making to data-backed
Team pay and increasing founder pay (profitably)
Profitability unlocks for sustainable growth
Determining what “growth” really means to you
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Business Goals + Vision Workshop
Financial Health Audit: Pricing, Profit, People
Forecasting model tied to growth levers
Growth Blueprint Roadmap to 2X Profit via team, pricing, and offering suite refinement
4 Month Growth Advising and Implementation
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Clarity on your financials and goals
A streamlined team and offering suite
A pricing model that makes sense
Founder Take Home Pay that makes it feel worth it
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A Visual PNL that speaks your language.
A Growth Blueprint to refer to and implement.
A custom pricing model that enables your agency to scale sustainably and profitably.
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Month One - Foundation We meet 1:1 for a Vision and Goals Session to uncover core challenges. The LC team builds your Growth Blueprint and we meet for our first strategy session to align We meet once a month to tackle challenges like sales processes, niche offers, profitable rates, payroll, and more.
Month 2+ - Momentum The Le Chéile team supports from an administrative perspective. In between monthly sessions, Meredith is in touch via email to implement strategies, provide pitch support, and solve challenges. client roadmap As needed, we meet for an additional strategy session to get deep on implementation.
GROWTH partnerships
Retainer-based — starting at $4,000 a month
What this looks like:
Monthly financial strategy + decision support
Custom forecasting + scenario planning
Pricing, hiring, and capacity guidance
Ongoing optimization of your financial model
The difference:
This isn’t just reporting — it’s active partnership in how you run and grow your business.
Best for:
Agencies in a growth phase who want a thought partner embedded in the business.
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CFO + Strategic Advisor Support
Monthly Investment: $4,000/monthThis is for you if...
You crave data-backed decisions but feel stuck in reactive mode
You have ambitious growth plans, but need clarity and discipline
You value monthly growth reports, strategic discussions, and a
strategic growth partner and CFO.
Deliverables Include:
Custom P&L + Forecasting Tool
Monthly Business Review and Strategy Session
P&L Analysis
Monthly Growth and Trends Report
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CFO + Advisor + Monthly Accounting Reconciliations
Monthly Investment: starting at $5,000/monthThis is for you if...
You crave data-backed decisions but feel stuck in reactive mode
You have ambitious growth plans, but need clarity and discipline
You value monthly growth reports, strategic discussions, and a strategic growth partner and CFO.
You prefer a cohesive team managing your books + financial strategy
Deliverables Include:
Custom P&L + Forecasting Tool
Monthly Business Review + P&L Analysis
1 Additional Session per month as needed
Email + Decision Support Between Sessions
Monthly and Annual Growth Reports
Monthly Bookkeeping and Accounting Reconciliations
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CFO + Advisor, Bookkeeping + Invoicing and Payroll
Monthly Investment: starting at $6,000/monthThis is for you if...
You crave data-backed decisions but feel stuck in reactive mode
You have ambitious growth plans, but need clarity and discipline
You prefer a cohesive team
Deliverables Include:
Custom P&L + Forecasting Tool + Monthly Updates
Monthly Growth + Margin Reviews
Monthly + Quarterly + Annual Growth Reports
Decision Support (hiring, pricing, reinvestment)
Quarterly Forecasting Adjustments
Founder Pay + Bonus Planning
Full Service Bookkeeping including: AR/AP/Invoicing/Reconciliation
Not sure where to start?
Don’t fret. Most founders aren’t.
The Profit Diagnostic is a $500, low-lift way to understand what is happening in your business — from profitability to pricing to team structure, and where the biggest opportunities are.
Think of it as a fast track to clarity before making bigger decisions.
At a $500 investment with less than an hour time commitment?
Feels like a no-brainer.
Data-Backed Decisions
We craft a bespoke financial tool for every client we work with, with tweaks that help bring you the most clarity on how you run your business.
Want to see how it works?
your finance guru
your strategic advisor
your data nerds
your fractional CFO
your business therapist
& more
your finance guru your strategic advisor your data nerds your fractional CFO your business therapist & more
FAQs. tl,dr.
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We specialize in creative agencies, studios, and service-based businesses because their financial models are nuanced.
Pricing, retainers, project work, and team structure all behave differently than in other industries — and we build strategy around that.
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If you’re consistently generating revenue but unclear on where profit is going, navigating team growth, or making decisions based on gut rather than data — it’s likely time.
Most of our clients come to us between $500K–$2M+ in revenue, when the business has outgrown scrappy systems but isn’t ready for a full-time CFO.
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We’re likely not the best fit if you’re still in the early stages or below ~$500K in revenue.
At that point, simpler financial systems and foundational support are often more appropriate.
If that is you, listen to Meredith’s podcast, Agency Darlings or reach out for a Profit Diagnostic. We have a toolbox here that can help, too.
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Bookkeeping tells you what happened.
We focus on what to do next.
While clean financials are foundational, our work centers on helping you make better decisions around pricing, hiring, and growth — using your numbers as a tool, not just a report.
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While every business is different, our work typically leads to:
clearer visibility into profitability
improved margins
more confident decision-making
a business that feels more sustainable to run
93% of our clients double their profit margins within six months.
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Most clients start with the Growth Blueprint — a deep dive into your financials and business model — and then continue into an ongoing CFO partnership for implementation and support.
This ensures we’re not just identifying opportunities, but actually helping you execute on them.
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Glad you asked! Here is a quick tool walkthrough. We also have several DIY visual tools we’ve crafted specifically for creatives.
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This is the most common question we hear.
In most cases, it comes down to a combination of:
pricing that hasn’t kept up with delivery
team costs that have grown without clear structure
a revenue mix that isn’t optimized for profitability
We help you unpack exactly where this is happening — and how to fix it.
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No.
Part of our process is helping you get clarity on your numbers — whether that means cleaning things up or building a stronger foundation.
You don’t need to have it all figured out before starting.
We have a full bookkeeping team that can clean up your books as we get started.
the Le Cheile Effect
This is for you if…
You have 50-200K in monthly revenue
You set out for more freedom but find yourself re-investing every last dollar rather than paying yourself.
You feel like you’re flying blind (even with your CPA + accounting software)
You often make decisions emotionally, not based on data or numbers
Your agency has grown considerably, but it is unclear if your offers are profitable
It is unclear if your team is bloated, your offers are priced too low, or you’re paying everyone too much.
You want to create systems that facilitate team management and project execution.
In the next 6 months…
You want to scale profitably and in alignment with your mission + values
You want to pay yourself a steady salary and even a bonus!
You want to grow your team in a mindful, strategic way
You want someone to hold you accountable + provide sound strategies
You want to visualize your finances in a way that makes sense to you
You want to clarify your niche client and offerings
You want to kick emotional decision-making to the curb with reporting tools.
Not sure where to start?
Don’t fret. Most founders aren’t.
The Profit Diagnostic is a $500, low-lift way to understand what is happening in your business — from profitability to pricing to team structure, and where the biggest opportunities are.
Think of it as a fast track to clarity before making bigger decisions.
At a $500 investment and less than an hour time commitment? Feels like a no-brainer.