Your Business Is Outgrowing Your Operations. I Fix That.

Choose your business type to see the exact breaking points I fix and how fast we move.

I’m the COO at a scaling creative agency—not a consultant selling frameworks. I embed with accounting firms and agencies that are bottlenecked by operational chaos, install the systems that unlock capacity, and leave you with infrastructure that actually works. Most clients see measurable relief in 30 days.

You're Here Because Something Broke:

You can’t take on new clients because your team is already underwater—but you’re not sure where the capacity actually went.
Partners are doing project management instead of business development because nobody else can keep things on track.
You hired more people but delivery didn’t get faster—it just got more chaotic.
Busy season (or pitch season) almost killed you and you can’t do that again.
The firm revenue is growing but profit isn’t—and you don’t have visibility into why.

What Changes in 90 Days:

Add 15-25% delivery capacity without hiring (through real utilization visibility and workflow fixes)
Team leaders spend 60%+ less time firefighting projects (because accountability lives in the system, not their inbox)
See exactly where time and money go (dashboards that show utilization, realization, and bottlenecks)
Hit deadlines without heroics (because work is planned, not guessed)
New hires productive in weeks, not months (documented processes that don’t live in someone’s head)

Recent Client Results:

$1.5M accounting firm: Eliminated two under-performing staff members and added 6 figures back to the bottom line without burning out other staff.
12-person creative agency: Hired qualified account managers & operations management, reducing the founders time involved in client deliverables and day-to-day issues by 40%.
20+ year tax firm: Created role structure and project management systems that led to reduced client churn and migrated the firm to cloud based accounting.

This Works Because I'm Doing It Right Now

I’m not a former operator selling old playbooks. I’m the active COO at Quimby (a scaling creative agency), running the same systems I install for clients. When I build you a capacity planning model, it’s the one I used this morning.

showing the love

the testimonials

I saw tangible results in cost reduction, increased visibility over capacity, team cohesiveness. These gave me more energy to focus on things to move the business forward. It’s worth the investment, if I didn’t grow through that experience with some guidance I may still be in the same place with the same headaches and same frustrations…and that’s insanity.

From our first meeting with Rachel, we felt relief. We went into the search for an operations partner with some trailing operations trauma and anxiety, and Rachel took the time to see us, hold space for us, and validate our experience. She and her team just got us. Regardless of which team member we were working with, the feeling translated. We're walking away from this experience not only equipped with better systems and processes but also with a sense of healing!

Rachel brought order, accountability and clarity to my business in less than 60 days. She was able to identify the areas of my business where focused attention and action moved us closer to our bigger goals. She is both a strategic thought partner and Ops master, a rare combination that she has down to a science. She is also incredibly thoughtful and understanding of the demands of a growing business. She is a business owner's best friend.

When I was looking for someone, I was approached by several people and referrals. Something about Rachel stood out. Maybe it was her teal hair, maybe it was how professional and knowledgeable she seemed, maybe it was her confidence. But as soon as I engaged with her, I knew she was the one. She knew exactly what questions to ask, she knew the platform well, and really captured our big picture to help us with all the details. She went above and beyond to ensure we knew exactly what we needed.

Your wisdom and coaching has been immensely helpful! I'm so appreciative of your perspective and support. Managing overwhelm, fine-tuning my business direction, and getting my operations organized to allow me to step back a bit from the day-to-day hubbub

Rachel was a joy to work with. She was efficient, conscientious and took the time to make sure everything was working properly. I highly recommend her and will continue to send referrals her way. Appreciate all your help - I couldn't have done it without you. Amazing attention to detail. Very friendly and patient as I was understanding new tech processes.

When Rachel came in, I was heavily involved in making operational and strategic decisions, many of which fell outside my expertise. There wasn’t a clear structure for operations and HR, which meant I was constantly in the weeds—handling team concerns, troubleshooting inefficiencies, and making decisions that should have been systematized. It was unsustainable and pulling me away from the high-level growth and creative strategy that I needed to focus on. Rachel added structure where we desperately needed it—establishing clear processes, improving team accountability, and implementing systems that saved me time and reduced inefficiencies. She created a bridge between me and the team, allowing me to focus on strategy while she handled the day-to-day operations and HR needs. From streamlining workflows to refining roles and expectations, she helped build a more stable foundation for sustainable growth.

Three Ways to Fix This—Pick What Fits Your Timeline:

Fractional Chief Operating Officer

For firms ready to install permanent operational leadership. I embed as your COO 2-3 days/week. I run leadership meetings, own accountability structures, build the KPIs that matter, install resource planning systems, and create governance that doesn’t slow you down.

Typical engagement: 6-12 months
Best for: $2M-$10M firms outgrowing founder-led operations
First-month focus: Utilization visibility, role clarity, leadership cadence

Operational Reset (60-90 Days)

For firms that need core systems installed now. A focused sprint to build the operational infrastructure you’re missing. We document actual workflows (not ideal ones), clarify who owns what, install capacity planning tools, build dashboards you’ll check, and create the playbooks that let you scale.

Documented delivery process
Resource allocation system
Utilization tracking that works
Role clarity frameworks
Leadership dashboards

Timeline: 8-12 weeks | Investment: Fixed fee + staged payments

Workshops & Keynotes

For teams that need to run operations better—starting Monday. No inspirational fluff. Tactical, practical sessions that teach your team how to plan capacity, clarify roles, build delivery systems, and run operations that scale.

Capacity planning for your team
Utilization systems that actually work
Role clarity frameworks
Operational rhythm planning

The Questions You're Already Asking

The Full-Time Hire

“Why Not Just Hire a Full-Time?”

You could. Budget $150K-$250K + equity, then spend 6 months finding someone who knows service firm operations (not SaaS ops playbooks that don’t apply). Or start with fractional leadership, get immediate results, and decide later if you need full-time.

We Are Too Busy

“We’ll Fix This After [Busy Season / Big Pitch]”

Every firm says this. Then the crisis becomes the next crisis. The firms that grow without chaos start fixing operations *during* the hard quarter—because that’s when the pain is visible and the team actually wants change.

Consultants Didn't Bring Relief

“We’ve Tried Consultants Before—They Left Us With Binders No One Uses”

I’m not building you a binder. I’m installing systems while embedded in your actual operations. Here’s the difference: consultants assess and recommend. I show up, run your leadership meeting, build the utilization tracker, train your team to use it, and stick around until it’s working. You don’t get a PDF of “recommendations”—you get working infrastructure.

If a system doesn’t stick after I leave, I built it wrong. That’s on me, not your team’s “resistance to change.”

We Are Too Unique

“Our Firm Is Different / Our Work Is Too Custom for Systems”

Every firm says this. Then I document their delivery process and find they’re doing the same 6 things 80% of the time with minor variations.

The firms that stay chaotic believe they’re special. The firms that scale realize they’re repeatable—and build systems around the patterns, not the exceptions.

Your client work might be custom. Your internal operations aren’t. Capacity planning, role clarity, and workflow management work the same whether you’re billing tax returns or brand campaigns.

I’ve yet to meet a “too unique to systematize” firm that wasn’t just understructured.

Your Firm Type Faces Different Breaking Points

Accounting firms hit capacity walls around utilization, realization, and busy season planning. Creative agencies break on project chaos, unclear roles, and capacity planning that doesn’t account for how creative work actually happens.

Not Sure Which Service Fits?

Book a 30-minute diagnostic call. I’ll ask about your revenue, team size, current breaking points, and tell you exactly what I’d fix first—and whether I’m even the right fit. No sales pitch. No discovery process.