Samantha
Founder, Guide CFO
“Just five weeks into the program, I signed my first $3,500/month CFO client and uncovered over $250K in lost revenue for them. I never thought I’d be doing this so quickly—leaving corporate, building my own business, and finally owning my value. This completely changed the trajectory of my career.”
Profit Surge Group Review Case Study:
Samantha
How Samantha Landed Her First CFO Client in 5 Weeks and Identified $250K in Lost Revenue
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Background
Samantha is the founder of Guide CFO, helping business owners master their finances and prepare for growth. After years as a corporate accountant and controller—often doing CFO-level work—she was ready to leave the grind behind. She wanted a clear way to package her expertise, win high-value clients, and build a business she loved.
The Process
Samantha had years of corporate accounting and controllership experience but felt uncertain about how to turn those skills into a profitable fractional CFO business. She faced the constant challenge of not knowing how to generate predictable revenue.
After she followed Profit Surge Group’s step-by-step process, the transformation was immediate. She had a strong technical foundation but lacked the clear offer, sales framework, and delivery systems to confidently position herself as a CFO. Profit Surge Group provided those essential strategies and tools that allowed her to uncover $250,000 in missed revenue for her very first client.
The Results
Samantha landed her first $3,500/month client just five weeks into the program—far sooner than she expected. Using the structure, confidence, and strategy she gained from Profit Surge Group, she was able to uncover over $250,000 in lost revenue for that client in the first few weeks of engagement.
“I was shocked at how fast it happened. Within five weeks, I landed a $3,500/month client and found $250K in missed revenue almost immediately. It confirmed everything for me—this was the right move, and I’m just getting started.”
—Samantha | Founder, Guide CFO
With a defined offer, real sales tools, and clarity on how to deliver results, Samantha no longer questions her path. She’s confident in her role, focused on growth, and fully committed to building her CFO firm—without ever going back to corporate.
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