Caryn & Andy
Bookkeeping & Fractional CFO Services
“After working with Profit Surge Group, we raised our prices within two weeks, and in the last two months alone we’ve collected nearly $100K in cleanup and CFO work. We went from $8K/month to over $20K, and now we’re taking 8–9 sales calls a day. It’s been such a shift—we’re hiring, scaling, and finally building the business we always wanted. We’re blown away.”
Profit Surge Group Review Case Study:
Caryn & Andy
How Caryn & Andy Went From $8K to $20K/Month—Plus $100K in Cash Collected in Just Two Months
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Background
Caryn and Andy have been serving small business clients with financial services for over 18 years. They were stuck in a cycle of low-margin work, inconsistent growth, and pricing that didn’t reflect the value they were delivering. They knew they needed a more strategic way to scale—and a clear path to more revenue without working more hours.
“We were working nights, weekends, tax season was brutal—and I was paying my employees more than I paid myself.”
The Process
One of the first things that happened when we started with Carine is that she quickly realized her business model needed a complete overhaul. She didn’t just need more clients, she needed the systems, structure, and strategy to move from accountant to entrepreneur.
We helped her build a 6 Week CFO Intensive, confidently price her services, and implement a repeatable sales process using our Simple Sales System. She began refining her niche, leveraging her expertise in industries like supermarkets, and moving over to more of the trusted advisor role. With consistent coaching, mindset work, and support from our team, Carine went from overwhelmed technician to confident firm owner, from a one man show to leading a team scaling.
The Results
Caryn and Andy saw a fast and dramatic return on their investment with Profit Surge Group. Within two weeks, they raised prices across their client base—instantly covering the cost of the program. In just two months, they pulled in nearly $100,000 in cleanup and CFO work, on top of growing their recurring revenue from $8K to $18–20K/month.
“I was shocked by how quickly it all started working. We raised prices, started booking more sales calls, and the money followed. In just a few months, we collected almost $100K, and now we’re taking 8–9 calls a day. The growth has been massive—we’re hiring, we’re scaling, and for the first time, we feel in control of the business.”
—Caryn & Andy | Olive Branch Bookkeeping
Their close rate increased, their confidence skyrocketed, and they’ve already begun building a team to support demand. With a clear CFO offer, strong pricing, and a focused growth plan in place, they’re now tracking toward a $1M year.
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All results stated above are not typical, we are not implying you’ll duplicate them (or do anything for that matter). Any of our strategies and case studies are only estimates of what is possible. There is no assurance you’ll do as well or even close to as well as we have done or other clients. Results are based on many factors including luck, hard work, effort and years of hard work. We have no way of knowing how well you will do, as we do not know you, your background, your business model, or your work ethic etc. Therefore, we do not guarantee or imply that you will get better results or earn more money, that you will do as well, especially if the techniques are never implemented. If you rely upon our figures; you must accept the risk of not doing as well as we are a large established business developer over many years of research and work.
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