Rick Sanchez

Fractional CFO | Robyn Consulting Group

Before working with Charles, I was stuck around $10K/month, juggling custom projects and burning hours in the weeds. Within 90 days, we revamped my offer, dialed in my messaging, raised my retainers, and now I’m sitting at $35K/month—on track for $90K/month recurring. I work fewer hours, my team handles the grunt work, and I finally feel like the CEO of my own business. I should’ve done this sooner.

Profit Surge Group Review Case Study:

Rick

How Rick Went From $10K to $35K/Month and Built a $90K/Month CFO Business in 90 Days

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Background

Rick, a former corporate CFO, launched Robyn Consulting to help tech and SaaS companies with financial strategy. Despite deep finance skills, he struggled to attract high-paying clients and scale efficiently. He needed a clear offer, better lead flow, and a more profitable way to grow his firm—without burning 60+ hours a week.

The Process

Before working with Profit Surge Group, Rick tried to grow his fractional CFO firm through referrals and custom projects—but progress was slow and unpredictable. He had the financial expertise, but struggled with packaging his services, attracting qualified leads, and building a consistent sales pipeline.

Once Rick implemented the strategies from Profit Surge Group, everything shifted. We helped him define a clear niche, simplify his messaging, and craft a powerful 6 Week CFO Intensive built around the real pain points CEOs care about—scaling, cash flow clarity, and strategic support. With a stronger offer in place, we added scalable lead generation through paid ads and outbound campaigns tailored to attract ideal clients.

Rick already had the skillset—he just needed the right systems to connect with premium clients consistently. Profit Surge Group gave him that roadmap.

The Results

Rick shared that working with Profit Surge Group completely changed the trajectory of his business. Within just 90 days, his monthly revenue tripled—from $10K to $35K/month—and his pipeline is now pacing toward $90K/month in recurring revenue. Compared to the ad hoc, referral-based growth he had before, this systemized, high-retainer model proved far more profitable and scalable.

“I was stuck doing custom work, undercharging, and over-delivering. Within weeks, we rebuilt my offer, raised my rates, and implemented a marketing system that finally attracted the right clients. Now I’m working fewer hours, I’ve hired a team, and we’re aggressively scaling. This has been a complete shift from doing ‘finance work’ to running a real CFO firm.”

—Rick | Founder of Robyn Consulting Group

Rick’s updated offer—focused on solving high-value problems for SaaS and tech CEOs, followed our special framework, the 6 Week CFO Intensive which allowed him to increase fees while reducing client workload. Thanks to clear messaging, simple packaging, and consistent lead flow from outbound and ads, Rick now operates with clarity, control, and confidence. When you put all of these together, it puts him on track from a 6 figure firm to a 7 figure firm. We helped him get more revenue, more freedom, and solidify his business, which helped it grow beyond just him.

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