Built to Profit.
Not just more reports and meetings — a structured system designed to help you increase your profit margins and put more money in the bank.
Fractional Advisory Program for B2B service businesses ready to grow.
Built to Profit is for you if you’re:
A B2B service business owner doing $300K-$3M in revenue and you want to grow and scale profitably
Tired of guessing at your margins
Ready to stop reacting and start planning
Looking for accountability - not just more reports
Ready to put in the work and come prepared to each check-in call (that’s how progress actually happens)
This is a structured advisory offering designed to ensure your business is built to profit effectively - it does not include bookkeeping or accounting.
You’re guided 3 phase journey.
1. Calm the chaos.
A deep dive into your current financial state. We surface profit leaks, baseline client-by-client profitability, and identify where the biggest wins are hiding.
2. Build the blueprint.
Goal setting & profit plan creation. We use the GLASS Goal Tracker to translate your goals into action plans with deadlines, then build a pressure-tested profit plan with 2 backup scenarios.
3. Accelerate your growth.
Put the plan into action with accountability. Monthly check-ins, weekly Slack support, ongoing profitability and utilization tracking, and anytime decision or scenario analysis.
What’s included.
Initial Financial Assessment: baseline report on your biggest profit leaks
GLASS goal planner and tracker: goals, action plans, and an accountability schedule that actually gets done
Profit Plan: pressure-tested with 2 alternate scenarios
Client by client profitability tracking: reviewed monthly so you can’t avoid the hard truths
Team utilization tracking: see who’s under-performing, over-performing, or close to burnout
Monthly cash-flow forecasting: Updated to reflect operational reality
When to hire analysis: know exactly when it makes financial sense
Cash savings plan for taxes, debt, and profit
Monthly accountability calls
Your own slack channel with 1-business day response time
Weekly slack check-ins to keep you on track
At Loft, we combine accounting expertise and entrepreneurial experience with business advisory, so you can:
Make decisions using both data and intuition
Feel confident and actually enjoy looking at your business financials (yes, really)
You deserve more than just an accountant.
You deserve a trusted partner who understands how your business really works.
If you’ve been patching together advice from too many places or feel unsure where to focus next – let’s talk.
It’s time to set some Lofty Goals.
How it works: The 9 step process overview
Step 01:
Discovery Call
This is where we get to know each other and explore what kind of support your business truly needs.
It’s a no-judgment space. Come ready to share your challenges, your goals, and what’s on your mind financially.
Step 02:
Custom Proposal
Based on our conversation, we’ll build a custom proposal outlining the scope of the engagement. If you are interested in accounting and advisory we will combine into one proposal.
We’ll review it together and adjust as needed.
Step 03:
Onboarding
Once you're ready to begin, we’ll walk you through the setup process. This includes gathering your information, accessing accounting systems, and obtaining CRA authorization.
It can feel like a lot, but we’re here to support you every step of the way.
Step 04:
Financial Assessment Report
We take a deep dive into your current numbers and systems to assess where your business stands today.
You’ll receive a Financial Assessment Report outlining key priorities and opportunities to improve performance in the months ahead.
Step 05:
Goal Setting
We’ll help you translate your business (and personal) financial goals into a clear, actionable roadmap.
Using our SMART goal template, we’ll define the metrics that matter most and begin aligning your finances around what you truly want to achieve.
Step 06:
Build The Financial Model
We’ll create multiple forecast views for your business:
Best case, most likely case, and worst case.
This way, you can see how your plans hold up in different scenarios and make informed choices about what comes next.
Step 07:
Quarterly Sprint Planning
We choose one priority – your critical number – and build a 90-day action plan to move toward it with focus.
This is where strategy meets accountability.
Step 08:
Monthly Check-Ins
Each month, we meet to review your numbers, compare performance against your targets, and talk through key decisions.
You’ll always know where things stand and what to adjust.
Step 09:
Ongoing Support & Strategic Guidance
Whether you're planning to grow, streamline, or simply feel more in control we’re here to support you.
You’ll always have a financially minded partner in your corner, ready to help you navigate what’s next.
If you're wondering what kind of financial support you actually need, you're not alone.
Here's a quick breakdown of common roles, and how Loft fits in:
Bookkeeper
Tracks and categorizes income/expenses. Keeps your day-to-day records organized.
➜ Available as one of our Fractional Accounting Department service level options
Accountant
Prepares financial statements and tax filings.
➜ Loft can work with your current tax accountant to ensure all goals are aligned. You deserve a team of connected professionals working together for your business.
Fractional CFO & Advisor
Oversees financial strategy, planning, and forecasting.
➜ This is the heart of Loft’s support: flexible, strategic, and personal.
PEOPLE OFTEN ASK
“So... are you an accountant?”
The short answer:
Yes.
The real answer?
I’m an advisor first, accountant second.
Ready to set some Lofty goals?
Book a free discovery call. We’ll talk through where you are, where you want to go, and whether our Built to Profit program is the right fit for your business.