next level support for badass visionaries

Operational Infrastructure for Growing Accounting Firms

As your firm scales, complexity increases faster than capacity. Delivery bottlenecks form, utilization slips,
marginal visibility diminishes, and team accountability dissolves into chaos.

I help growing accounting firms install operational clarity so capacity, utilization, and delivery quality keep
pace with growth.

Outcomes You Can Expect

Improved utilization and capacity forecasting
More predictable delivery quality and timelines
Clear role ownership and performance accountability
Stronger operational KPIs that inform strategy
Smoother onboarding and staffing processes

Fractional Chief Operating Officer

Stragteic Operational Leadership For founders at $500K–$2M who are tired of being the glue.

A limited executive partnership for firm owners who need high-level operational leadership without a full-time hire.

I help firms refine leadership cadence, improve accountability, and install repeatable systems so your operations scale as your client load grows.

Key Focus Areas:

Utilization & capacity planning that support targets
Leadership cadence and operational governance
Role clarity and performance accountability
Improved delivery consistency across engagements

Structure: Scoped retainers with a 3-month minimum, governance rhythms, and documented outcomes.

Operational Reset

High-impact operational projects with a clear finish line.

For firms that need measurable operational progress before year-end or ahead of a growth phase.

We diagnose bottlenecks, implement high-impact upgrades, and document systems that your team can maintain independently.

Typical focus areas:

Staffing and utilization workflows
Delivery consistency and quality frameworks
Onboarding and role process design
Capacity forecasting and margin tracking
Operational dashboards and KPI visibility

Investment: Most engagements fall between $8,000–$20,000.

Structure: 30–90 day strategic intensives with clearly defined outcomes.

Availability: 1–2 project slots per quarter.

Workshops & Keynotes

Practical Operational Leadership

Interactive sessions designed for firms ready to strengthen their operational foundations.

Session content focuses on practical systems that leadership teams can apply immediately — not abstract theory.

Core topics include:

Utilization optimization and capacity planning
Accountability systems for professional services teams
Operational hygiene that supports delivery quality and margins
Leadership rhythms that align goals and performance

Available: Virtual or in-person engagements.

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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.