Terri
Profit & Growth Strategist
"Working with Profit Surge Group gave me the structure and tools I was missing. Now I can spot profit leaks in my clients’ businesses within weeks and help them put that money back to work. I’m more confident in my skills, my clients see me as a strategic asset, and I’m delivering results that truly move the needle."
Profit Surge Group Review Case Study:
Terri
How Terri Delivered Measurable Wins That Turned Clients Into Long-Term Partners in 30 Days
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Background
Terri had built a thriving financial consulting practice serving clients in the bereavement, legal, and trades industries. While she delivered solid results, her approach was pieced together and lacked a core framework. She wanted to move deeper into advisory and fractional CFO work but needed a proven process to consistently uncover opportunities and deliver high-impact results.
The Process
Before joining Profit Surge Group, Terri had the drive and industry expertise, but not the structured method to fully leverage them. Her work uncovered wins for clients, but without a foundation, it took longer to find and act on those opportunities.
Terri highlights after joining PSG she gained a step-by-step CFO framework—learning how to quickly identify hidden profit leaks, prioritize the right “levers” for growth, and implement fixes in the right order. With our intensive CFO framework and model, she could deliver fast, tangible results that built trust and opened the door to ongoing engagements.
The Results
Terri now offers distinct, premium CFO services alongside her existing work, giving her a clear edge in her market. She’s signing new clients into her CFO intensive program and providing them with immediate, measurable wins—like saving a trade client enough in three months to afford the truck they wanted without straining cash flow.
"I’m more confident in my skills, and my clients see me differently—no longer as just a cost, but as a partner in their growth. Profit Surge Group gave me the foundation to deliver results faster and with greater impact."
With a repeatable process and higher perceived value, Terri has strengthened client relationships, increased her service offerings, and positioned herself for long-term growth in the fractional CFO space.
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