Scaling a fractional CFO practice doesn’t have to mean burnout. By focusing on your ideal client size, creating tiered pricing, and building systems with the right team, you can grow profitably and sustainably. Learn how to overcome the “Michelle Gap,” delegate effectively, and position your CFO services for long-term success.

Average Deal Size (ADS) is the hidden driver of sales growth. By shifting focus from chasing volume to increasing deal value, businesses can boost revenue, improve client relationships, and create sustainable profitability. Learn how to calculate ADS, why it matters, and practical steps to raise it.

Every Profit and Loss statement tells a story about the business owner’s behavior. From impulsive spending to gut-driven decisions, your P&L highlights financial patterns that shape your company’s growth. Learn how a Fractional CFO can turn these insights into smarter strategies and sustainable profits.

Most business owners calculate profit margins incorrectly, leading to poor financial decisions and missed growth opportunities. In this blog, Michelle Scribner breaks down how to calculate gross margin, overhead expense margin, operating margin, and net expense margin the right way. Learn how Profit First cash management and Fractional CFO services from Sum of All Numbers help you improve profit, strengthen cash flow, and make smarter business decisions.

A Fractional CFO is more than a number-cruncher. They provide financial strategy, accountability, and personal support that helps entrepreneurs overcome challenges, build trust, and focus on long-term business growth.

Discover how improving Customer Lifetime Value (CLV) can drive sustainable growth, boost revenue without more marketing spend, and help you build a stronger business model.

Learn how raising prices by 4X improved client relationships, elevated services from bookkeeping to strategic financial guidance, and helped build a stronger, more profitable business.

Learn why profitability isn’t enough to make your business sellable. This workshop replay with Michelle Scribner reveals the key drivers of business value, the risks that reduce valuation, and how to build a company that thrives without you.

Discover why customer lifetime value (CLV) matters when deciding to hire, how to calculate it, and ways to increase it for long-term business growth and stability.

For service-based businesses, labor is often your biggest cost and your biggest opportunity. Tracking your Employee Capacity Rate shows how much of your team’s time is billable and tied directly to revenue. Learn how to calculate it, why it matters, and how small changes can boost your profits without adding labor costs.

Discover how to move beyond low-fee bookkeeping, reposition your services, and build a sustainable practice. Michelle Scribner shares how she broke free from the bookkeeping price trap and elevated her role to trusted advisor.

Hiring is one of the most important financial decisions a small business owner makes. In this workshop recap, we share how to know when you’re ready to hire, how much you can afford, the difference between employees and contractors, and the leadership essentials that make new hires successful for the long term.

Discover how to raise your prices without losing loyal clients. This guide shares 3 proven strategies to communicate value, give notice, and update rates while keeping trust strong.

Discover why tracking your employee retention rate matters, how to calculate it, and how this metric can help you cut costs, improve efficiency, and hire with confidence.

More sales don’t always mean more profit. If you’re not tracking your customer acquisition cost (CAC), you might be spending more to land a customer than you actually earn from them. Learn how to calculate your CAC, spot when it’s hurting your margins, and take steps to grow revenue profitably.

Many firms focus on client acquisition, but improving Customer Lifetime Value (CLV) can deliver stronger growth. Discover how to calculate and increase CLV through retention strategies, bundled services, and referral programs.