Kathryn
Fractional CFO & Bookkeeper for Entrepreneurs
"Within weeks of starting the program, I had the clarity and structure my business was missing. That shift alone added $4,000 a month to my income—without taking on more clients. Now I can clearly explain my value, present solutions with confidence, and give business owners the financial insight they need to grow. I’m no longer guessing my way through—I have a proven plan."
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Kathryn
How Kathryn Increased Her Monthly Income by $4K Without Adding a Single Client
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Background
Kathryn, a former banker and self-taught bookkeeper, launched her firm to help business owners reclaim their time. Skilled in budgeting and spotting financial trends, she saw room to make a bigger impact—but her growth stalled. Without a clear path to higher-value work, she stayed stuck in bookkeeping tasks and struggled to translate her skills into the strategic role she wanted.
The Process
Before Profit Surge Group, Kathryn’s business had reached a ceiling. She knew her goals but lacked the roadmap to reach them, often feeling like she was piecing things together on the fly.
Once she joined PSG, she quickly gained a structured framework to package her expertise as a premium CFO service. She learned how to position herself as a trusted advisor, identify profit leaks through cash flow analysis, and present strategic recommendations in a way that inspired action. With her natural problem-solving skills backed by a clear offer, she could finally deliver—and charge for—the full value she provided.
The Results
By reworking her services and creating a powerful 6 week CFO Intensive, Kathryn boosted her monthly income by $4,000—without adding clients or extra hours.
"I couldn’t believe how quickly it came together. Simply restructuring what I offered and how I communicated it made all the difference. My clients now see me as a partner in their growth, not just a bookkeeper. And I finally have the confidence to focus on the work that makes the biggest impact."
-Kathryn
With her average client value higher and a repeatable system in place, Kathryn has positioned herself for consistent, long-term growth as a fractional CFO.
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