Let’s fix your firm’s profitability.

You'll work directly with one of our senior consultants, you can think of them like your hybrid fractional CFO & COO. All our senior consultants have 20+ years of experience in operations and finance at both big and small agencies and consulting firms.

You can learn more about them by visiting our about page, and tuning into our podcast.

Profit Assessments start at $4,000 or around ~0.25% of revenue. They typically take 3-4 weeks to complete.

Profit Management plans start at $1,000/mo or ~0.5% – 2% of Agency Gross Income (AGI). They vary based on scope (coaching and reporting frequency, and whether or not accounting services are included).

Profit management engagements typically last at least 6 months, but many clients choose to work with us for years.

The best way to figure out what this will look like for you is to schedule a free consultation.

We've worked with firms across just about every industry you can think of, ranging from a few hundred thousand to 9 figures in revenue working in every service vertical from digital marketing to environmental consulting.

Our most successful clients are:

• Service-based businesses (agencies, consulting, professional services)
• Typically between $750k and $30M in Agency Gross Income.
• Growing and were able to generate new business.
• Willing to be completely honest and transparent with us about their business and data.
• Coachable and open to feedback and new ideas.
• Ready to take action and make changes to their firm based on our work together.
• Able to afford an investment of at least $4,000 and/or $1,000/mo

These clients typically reach out to us at one of the following inflection points:

• They're experiencing rapid growth but struggling with cash-flow.
• They're installing a new layer of management in their firm (typically around 10, 30 and 60 headcount).
• They just installed EOS, and are realizing this scorecard thing is harder than they thought.
• They're planning to exit their firm, and want to maximize their valuation.
• They've spent years hiring and firing accountants, PMs and software products and still haven't solved Profit Management.

You're buying hands on consulting from our team of experts.

They act as a hybrid fractional CFO & COO, and are supported by a team of project managers and data analysts. You can also choose to work with our accounting team to take over day to day bookkeeping.

While we've built some technology, it's mostly used behind the scenes to help us efficiently collect, clean, normalize, analyze and report on your data.

Without this tech and process, it wouldn't be possible to deliver these kinds of insights at a price point boutique firms can afford.

Don't worry, you won't be locked into this tech if you work with us, and you can take your data with you when our work together comes to an end.

We can, but don't need to.

We do offer bookkeeping and accounting services (currently only in the USA) and can take over day to day bookkeeping, AR/AP, Payroll, Contractor payments & 1099s, cash-flow forecasting, etc. We also have partners we work with for tax mitigation and filing.

However, accounting services are NOT a requirement for working with us.

Our process is designed to get you clarity fast, and without disrupting any of your existing tools or processes.

We can do that without changing anything about how you do accounting, bookkeeping, tax or the way you manage projects, track time, resource plan, etc.

Of course, we'll let you know where things could be improved, and work with your accounting team to make those improvements.

If you're happy with your accounting situation, nothing about that needs to change.

All you need is some kind of financial data for the past year, even just a tax return will do.

That's it.

What you don't need:

• Time tracking data
• Project management/profitability data
• Utilization data
• Forecasts & budgets
• Etc.

Firms reach out to us because they're struggling with this stuff.

Missing, incomplete or messy data is par for the course. Believe it or not, we can pinpoint your profit leaks even if all you have is some basic financials.

If you have specific concerns about your data and systems, let us know and we'll tell you if it's a blocker or not.

Yes.

• Regardless of how you structure your pricing.
• Regardless of how you structure your delivery teams (or outsource work to partners)
• Regardless of whether or not you're currently tracking your time.
• Regardless of how messy or non-existent your project and financial data is

We can help.

That's the problem we solve.

Nope.

One of the best parts about working with Parakeeto is that we don't require you to change your tools, or use any specific tools or software to work with us.

Even if your data is messy, incomplete, or non-existent.

In fact, bad data is expected – that's why people reach out to us in the first-place.

While your software vendors might tell you they can solve and automate your agency reporting, you're probably here because you've learned that isn't the case. Automating reports with bad data doesn't do much good.

We'll help you make sure you have the right tools and software, that they're producing the right data, and make sure that data is being used in a way that create clarity and drives the right decisions for your business.

We don't have a vested interest in pushing clients to specific software. We make every recommendation based on how it helps you answer the specific questions your team is asking every day and how it fits into your business model and working styles.

Parakeeto combines the most important aspects of these roles into one comprehensive service that is tailor made for boutique firms who want to gain a complete view into their profitability and get help improving it.

We're not knocking accountants, CFOs or COOs, they're all important and valuable in their own right. However, they tend to be too specialized to solve the profitability problem:

• Accountants and CFOs tend to stay in the finance side of the business, and either can't, or aren't willing to go deep enough into operations to get a full picture of profitability.
• COO's have the opposite problem, in that they often don't have the financial visibility or acumen to connect the dots between ops and finance.

Parakeeto bridges the gap between these roles, and brings the best of them together to provide you with a complete picture of profitability.

If you have these people on your team, we help them spend more of their time and energy where they add the most value, and do so from a place of alignment.

Yes, we've had the pleasure of working with clients from almost every country in the world, including across Europe, the UK, Asia, Africa, South America, Australia, New Zealand, the UAE and more.

While bookkeeping and accounting services are limited to North America, our Profit Assessments and Profit Management plans are available to anyone who speaks English and runs an agency or consulting firm.

You're busy running your firm. If you had time to do this, you would have probably done it by now.

That's why our engagements are designed to take all the heavy lifting off your plate and save you time.

You give us access to your tools, and we go pull the data we need and come back to you with questions when necessary.

During a Profit Assessment, you can expect to spend 1-3hrs/week over 3-4 weeks.

For ongoing Profit Management plans, the time commitment is typically 1-3hrs per week during implementation and less than 1 hour per week afterwards.

These estimates include time spent on calls and workshops.

There's no obligation to continue working with us. You can take your Assessment Deck, Profit Model and Roadmap and run with it.

You'll also have the option to continue working with us on a Profit Management plan for hands-on support, coaching and done-for-you reporting from our team of profitability experts.

The last step in the Assessment process is a debrief call where we'll outline ways we can continue working together, make a recommendation, and determine how best to move forward together.

We don't typically do hourly consulting. If you're not sure that our process is going to work for you, send us an email and let us know. We're happy to help you find the right solution (even if that's not us).

If you're on a budget, you can subscribe to our newsletter and socials to find out about free workshops, webinars and Q&A sessions we're involved in. You can also check out our Foundations Course.

If we can't find you a realistic path to a 10x ROI during the Profit Assessment, you don't pay.

Full disclosure: This has only happened once in 7 years.

Chances are, we can find the path to great returns (without requiring unrealistic things like doubling pricing or over-working your team)

The question isn't will this work for you, but will you work for it?