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Your agency’s new finance team -
without the full-time cost.
Bookkeepers close the books. We help you open up new opportunities.
From systems to strategy, we build the financial foundation for profitable agency growth.
Clean books, clear insights, and decisions you’ll actually feel confident about.
".... completely transformed our company into an organized, profit-producing machine ..."
Austin Wilcox
Unusual LLC
Finance without the headaches. Seriously.
Running an agency is hard. Clients, team, growth - all on your plate.
The last thing you should be doing is battling messy spreadsheets or googling obscure accounting concepts.
From cleaning up your numbers to forecasting what’s next, we help agency owners cut through the fog.
No stress. No sticker shock. No shattered keyboards.
More clarity. More control. More cash.
Generating real results, not just Quickbooks reports.
Understand what your numbers are telling you
Turn revenue into real, consistent profits
Stop guessing where the cash went
Make smarter decisions - with actual data
Scale your business without losing control
Pay yourself more, with less stress
Strategy, insight, execution
- all in one team.
Bookkeepers track the past. Accountants file taxes. But who’s helping you grow?
It’s not about perfect spreadsheets - it’s about better margins, better cash flow, and better sleep at night.
We build the financial engine that makes that possible - combining CFO-level insight with hands-on execution.
All without the cost of a full-time hire.
Supporting agencies & B2B service businesses
We’re a great fit for agencies and B2B services businesses that already show traction - usually $50k+ in monthly revenue.
Our services are ideal for:
If that's you and you’re ready for hands-on financial support, let’s talk!
Early-stage? We might not be the right call just yet - but happy to help you figure that out on a call.
What our customers say:
Austin Wilcox
Unusual LLC
"After years of disorganization, broken processes, and terrible financial guidance our firm desperately needed a turnaround.
The universe responded and Timo came to the rescue! Timo has completely transformed our company into an organized, profit-producing machine in only a few months!
His level of detail is unmatched and his dedication to solving problems has completely revamped our financial process and procedures!
My only regret is not finding Timo sooner!"
From Wall Street to Mainstreet
I spent almost a decade in private equity - working behind the scenes of billion-dollar companies, deep in spreadsheets, dashboards, and board decks.
Eventually, I left that world to build businesses of my own. And that’s when it hit me:
Managing finances as a founder is brutally hard. Not because it’s complicated, but because everything else feels more urgent.
I started Happy Numbers to fix that.
To bring expert financial strategy, systems, and support to the kinds of businesses that usually get left behind - agencies, consultants, and service firms doing real work, but flying blind when it comes to their finances.
The Happy Numbers OS
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Right there with you
We don’t just drop in once a month with a report - we’re in the weeds with you, helping move things forward every week.
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Fewer clients, deeper work
We keep our client roster small so we can go deep. You’re not just a number. You’re a partner.
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Available when you need us
When things go sideways, you won’t get a ticket number. You’ll get someone who picks up the phone and solves it.
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Tech + People
We combine modern tools with expert financial know-how to give you systems that actually drive results.
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Plain English, always
We keep it simple, explain what matters, and make sure you actually understand your numbers - not just receive them.
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Tailored to your business
No templates. No one-size-fits-all dashboards. Everything we build is designed for your business and goals.
Your path to financial clarity
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Intro Call
A quick call to learn about your business, goals, and where things feel messy.
2
Health Check
We dig into your systems, numbers, and structure to spot what’s working (and what’s not!)
3
Custom Plan
You’ll get a bespoke strategy with quick wins, long term priorities and clear action items.
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Build-out
We roll up our sleeves and build out reporting, systems, and the financial backbone your business needs.
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Clear Growth
Continuous performance updates, and hands-on execution support - because finance isn’t set-it-and-forget-it.
Plans that work for growing businesses
Flexible pricing, no hidden fees, and no long-term contract lock-ins.
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(14 days after books close)
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(7 days after books closing)
Need anything else?
Just reach out and we'll tailor a package that fits your needs!
Everything you need, nothing you don't.
When you want more than a bookkeeper, but hiring a full-time CFO feels like an overkill.
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Book your free consultation today.
FAQs
That depends! Are you happy with your current bookkeeper & accountant? Then we’re happy to work with them.
While an accountant is focused on past transaction, we’re focused on strategy and the future of the business.
That said, part of our work includes a review of all your bookkeeping and we will probably make suggestions on how to optimize them and clean them up. That’s all part of getting the fundamentals right.
Do you want to replace your current accountant & bookkeeper? We have a network of excellent partners that can take over your accounting should you choose so. All vetted and trusted by us.
At this stage, we do not offer tax preparation or advisory services.
However, we work with some excellent firms that offer these services at great prices and would be happy to facilitate a partnership!
That is all part of getting the foundation of your business in the right place.
While we don’t typically do the books ourselves, we do a deep dive of all accounting and either work with your current accountant to fix all issues or introduce you to one of our partner firms that can get your books in perfect shape in no time.
If you're generating $50,000+ monthly revenue and want better financial management, reporting, or growth planning, you're ready.
We help businesses that need professional financial guidance but aren't ready to hire a full-time finance executive.
Hiring a CFO is great, but really not affordable for many growing businesses. Most CFOs don’t even go into the nitty gritty and focus on purely strategic stuff, which means you’d have to hire a full finance team.
We’re the perfect solution for those businesses who need more than a bookkeeper but still have to be cautious of cost. We offer strategic advice but also work with you in the day to day to make it happen. All without a massive budget shock.
We’ll start with a (totally free) discovery call where you give us a quick introduction of your business, your current finance stack and what you’re trying to achieve. Based on that we’ll prepare a custom proposal for you (we might require Quickbooks access to give you an accurate quote).
If we decide to work together we’ll start immediately with our detailed financial health check where we dissect your business and financial systems from every angle. That usually takes one month to complete.
Once we’ve finished that we’ll work on strategy, build a financial model, and start implementing processes and systems to put you on the path for long-term success.
As soon as we finished our health check - usually within the first month - we typically deliver 3–5 high-impact recommendations you can act on right away.
These quick wins create momentum, and set the foundation for the longer-term strategy we’ll build together.
Every engagement will be priced according to your needs. No rigid packages here.
We start our services at $2,500 per month, and typically average at $3,000 - $5,000 for most clients.
We don’t have fixed length contracts. Everything is month-to-month and you can cancel at any time.
When we say we offer flexible services, we mean it. You'll never be locked into a long-term contract and, while we hope it never happens, you can cancel at any time.
Yes! Whether you need frequent reporting, financing help, investor presentations, or M&A guidance, we'll create a custom package for your specific needs.
We only work with clients who use Quickbooks Online as their accounting software (need help migrating to Quickbooks? we can help!)
Apart from that, we work with whatever makes the most sense for your business. Want to keep your existing stack? Works for us! Need us to make optimizations? We have our preferred providers that we can integrate you with.
You'll have a dedicated finance expert for monthly check-ins, strategy sessions, and ongoing guidance. We take a proactive approach to ensure your business is always on the right track.
We're here to save you time, not take it. You'll need to invest some time during the initial setup as we gather data and align on goals. After that, we handle the details while you focus on running your business.
We keep it simple:
Monthly or quarterly reporting & strategy calls with clear insights
Text-based support between meetings (Slack is our preferred channel)
Ad-hoc calls if needed
Quick response times—24 hours for regular questions (quicker for urgent matters)
We take your data very seriously and only allow access to team-members who work on your account. All cloud storage is using Google Workspace for secure file management.