Fractional COO Services for Scaling Financial Firms

I partnered with People First Finance, an Accounting, Tax, and CFO firm, to transform their operations and team management during a critical growth phase. Over an 8-month engagement, divided into focused sprints, I provided comprehensive fractional COO services that drove impactful results.

Key contributions included:

Team Building and Management: Hired and onboarded new employees, enhanced team dynamics, and established a cohesive, productive environment.

Systems Reorganization: Evaluated and optimized existing systems, streamlining operations to reduce bottlenecks and increase efficiency.

Strategic Thought Partnership: Provided high-level strategic advice to align operations with long-term business goals, including refining service offerings for market competitiveness.

Workflow Optimization: Designed and implemented efficient workflows, boosting productivity across the organization.

Improved Communication: Overhauled internal communication structures to enhance collaboration and clarity.

The results? Within 60 days, People First Finance experienced significant improvements in accountability, order, and clarity. By the end of the engagement, they were positioned for sustainable growth with scalable systems, a cohesive team, and a clear strategic direction.

Services offered:

Fractional COO and Chief of People support

Team hiring and management

Systems and workflow Optimization

Strategic planning and alignment

Let’s work together to streamline your operations, elevate your team, and position your business for long-term success.