Kate
CPA & Fractional CFO for Therapy Practices
“After working alongside Profit Surge Group, I raised my prices, booked better clients, and increased my revenue by 50%—before even launching my full CFO offer. Now I have a clear path to double my income, and I’m attracting high-value clients who actually want what I love to deliver. The momentum hasn’t slowed down, and I finally feel like the CEO of my business—not just a service provider.”
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Kate
How Kate Increased Her Revenue by 50% and Built a Scalable Business
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Background
Kate is a CPA who left the corporate world in late 2022 to start her own firm. After quickly replacing her salary with tax and bookkeeping work, she realized she didn’t want to keep trading time for money. She needed a scalable, high-value offer that aligned with her expertise and gave her more freedom.
The Process
Kate successfully launched her own practice offering bookkeeping and tax services, but soon came to realize she had built a role dependent on her time and effort, rather than a sustainable, scalable business. Her income was capped, her time was maxed out, and her pricing didn’t reflect the real value she delivered. She wanted to scale, raise her rates, and offer a premium service—but wasn’t sure how to structure or sell a fractional CFO offer with confidence.
Through targeted support and proven frameworks from Profit Surge Group, she developed a specialized CFO offer for therapy practices. She raised prices across her existing base, began attracting better clients online, and built an offer she was proud to sell. With her systems, content, and sales process now aligned, Kate is on track to double her monthly revenue.
The Results
Kate saw a major shift within just weeks of working with Profit Surge Group. She increased her revenue by 50% almost immediately—simply by using our Portfolio Optimization process. Her sales confidence skyrocketed, and she began closing clients not just for bookkeeping and tax, but for premium CFO advisory services that aligned with her niche and skill set.
“Once my offer was clear and my pricing was right, everything changed. I stopped undercharging, started signing better clients, and finally felt confident talking about my value. The growth has been faster than I imagined.”
—Kate | Fractional CFO for Therapy Practices
Kate also streamlined her service model, cut out low-value tasks like sales tax filings, and now positions herself as a premium provider in her space. With her Instagram presence attracting ideal therapy clients and a high-converting CFO offer ready to deploy, Kate is on track to double her income by year-end—without burning out or sacrificing lifestyle.
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