Kristy
ERP & Advisory-Focused Fractional CFO
“With hands-on support from Profit Surge Group, I finally built an offer I believed in—and everything changed. I started booking 4–5 sales calls a week, closed high-value clients, and now I’m doing work I actually love. After years of feeling stuck with scattered services, I finally have the clarity, confidence, and momentum to build the firm I always wanted.”
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Kristy
How Kristy Built a High-Ticket CFO Offer and Doubled Her Close Rate in One Week
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Background
Kristy is a seasoned finance pro who spent nearly a decade as a controller and CFO before launching her own firm in 2015. Despite her deep expertise in accounting systems and process optimization, she struggled to translate her skills into a cohesive service clients could easily understand and say yes to. For years, she relied on referrals, sold one-off projects, and stayed stuck trying to “figure it out” alone — even though she knew she was capable of much more.
The Process
Before working with Profit Surge Group, Kristy had the experience but lacked a go-to-market strategy. She’d spent years testing different services, pricing structures, and messaging — but nothing consistently attracted high-value clients. Her positioning was unclear, and sales felt hit-or-miss.
That changed after a single strategy call. We helped her cut through the noise and design a clear, premium service model built around her strengths in ERP systems, finance infrastructure, and strategic advisory. With the right structure and messaging in place, Kristy finally had the clarity and confidence to go to market and start consistently building a pipeline outside of referrals.
The Results
Kristy gained immediate clarity on how to present and sell the full scope of her expertise — and the results followed fast. Within weeks, she was booking consistent sales calls, converting high-quality leads, and confidently pitching work she actually enjoyed.
“Once I nailed down how to position my services, everything shifted. I went from relying on referrals to booking 4 sales calls in a week. I closed two immediately and sent contracts to the other two. The confidence I have now is night and day — and I’m finally selling the work I actually love to do.”
— Kristy | Fractional CFO & ERP Specialist
Now, Kristy has a scalable, high-impact solution that sets her apart from generic CFO services. With a repeatable process and steady stream of qualified leads, she’s no longer guessing. She’s building real momentum — and she’s doing it her way.
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