Our areas of expertise

Financial advising

Are you scoping too narrow or too wide? Trying to decide if you should go with a permanent hire or a freelancer? We’ve seen it all. We’ll help you make the right decision.

Scenario modeling
Pricing decisions

Financing analysis
Risk assessment

Optimizing operations

Is your team operating below capacity, or are they overbooked? Curious if there’s a workflow tool that's best for your future goals? Let’s develop the structure you need to best operationalize your business.

Benchmarking
WorkFlow processes

Client SOW & contracts
Capacity planning

Strategic business planning

Are you ready to scale your business? Want to feel confident in your next phase of growth? Let’s turn your vision into a step-by-step plan.

Manager development
Accountability

Internal conflict
Decision Processes

Our experience

Lead your business with the same confidence you feel leading a creative review.

With decades of experience working with a wide variety of creative leaders, we’ve got your back. We know when to lead and support you through the unknown, and when to challenge and prepare you for difficult conversations and decisions needed for growth.

Working together

Let's build a true partnership

Business ownership can feel stressful and challenging, especially if you come from a creative background. We work to keep spirits high, honoring everyone’s unique perspectives and skillsets to do our best collaborative problem-solving together.

Three ways we can work together

Let’s Collaborate

Sometimes an outside opinion is all you need. With Collaborate, we’ll develop a financial and operations reporting package for your business. We’ll use this framework to help contextualize and analyze your standing and progress in monthly check-ins.

Let’s Elevate

Elevate is here to help take your business to new heights. This plan provides the same service as Collaborate, along with a decision-making financial model. We’ll also help you hone your operational systems to better support your growth and goals.

Let’s Accelerate

Comprehensive support that feels like you have your own virtual CFO. Accelerate contains the services of Elevate with the added benefits of semi-annual planning meetings and Slack access for any impromptu questions or concerns.

It takes guts to do what you do.

You’ve carved out your place in the world to do the creative work you’ve aspired to do. We're passionate about meeting you at the intersection of finance and creative. We’re here to transform that hard work into a thriving business, while honoring your process, creativity, and culture.

Excellent communication, subject matter experts and quality service.

Michael M.

Appreciate the service and support for regular and unique situations.

Daniel T.

Kelly helped us turn our vision for a stable, steadily growing studio into key metrics, strategies, and, ultimately, a wonderful reality.

Nick C.

I love working with the team. They're always really helpful, knowledgeable and take care of everything in a timely manner. Most of all, they're really nice people ☺

Gary B.

If you want to build a business that lives up to the quality of your work and your people, work with Kelly.

Let’s Grow the business your creative deserves.

We’re your ideal partner for finance, operations, and strategic planning.