Fractional CFO for service businesses
The fractional finance department built for the modern service business. We handle the spreadsheets so you can do the work you love.
JL3
You already pay for an accountant. Still you got no clue where the business will be in 3 weeks, let alone 3 months. And it's driving you mad.
That's a system problem. You've built something real, but somewhere after $2m, the setup that got you here is now holding you back.
Between a bunch of messy Google sheets and a bookkeeper who barely knows your name, something needs to change.
Running a service business is hard. Clients, team, growth. All on your plate. Every day you got decisions to make and questions to answer.
Without the right data, all you can do is follow your gut and hope for the best. That's not sustainable.
“We needed better financial insights and accountability [...] Happy Numbers has exceeded my expectations.”
From daily execution to reporting and forecasting. We handle the numbers so you can focus on what actually matters most: growing your business.
Everything starts with the right numbers. We make sure they're accurate, reliable, and that the systems are running smoothly. Without you having to sit in the middle.
Clear reporting enables informed decision making. We provide regular updates so you understand how your business is performing.
Knowing what happened isn't enough. We help you figure out what to do next. Then we work with you to make it happen.
You've made it through the early scramble of building your business. Now you're ready to hit the gas pedal, but you've got too much on your plate. Sales, delivery and finance all still run through you.
The finance part is the one you never signed up for. Let us take it off your plate, so you can focus on what you do best.
*CEO = the Chief Everything Officer...
Chris RoellFounder & CEO, Growthpharm
“We needed better financial insights and accountability to navigate a dynamic environment. Happy Numbers has exceeded my expectations and has become something we rely on as we weigh decisions in the business. From forecasting, flagging issues, and being a thoughtful voice at the decision table, we are much better off with Happy Numbers than without. Very professional.”
Bethany WilcoxCo-Founder & CEO, Unusual
“Our agency really lacked a strategic financial plan for growth, and we also needed to clean up all of our financial processes and procedures. We were a complete mess. From the day he started until now, Timo has completely revamped all aspects of the financial side of our business and now we are growing at an astonishing rate. It would not be possible without Happy Numbers!”
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 become an entrepreneur, starting businesses of my own. I quickly realized something: this sh*t is hard...!
You're constantly being pulled in a million different directions, while you're operating under a combo of stress, sleep deprivation, and uncertainty.
I also realized something else: this is the best f'ing job in the world! Yes, the lows are low, but the highs are so high. From the moment I made my first dollar as a founder, I was hooked.
Now I want to help other founders reach more of their highs, and support them during their lows.
Small businesses have been criminally underserved by finance providers. I started Happy Numbers to change that. In my old life, the companies I've worked with had bigger finance teams than most of my clients have employees.
Nowadays, combining AI, tech, and years of finance expertise, I believe we can finally bring proper finance services to smaller businesses, at a cost that actually makes sense for them.
TimoTimo Biet, Founder of Happy Numbers
Traditionally, fractional CFOs are more the “drop-in-once-a-month-with-a-few-high-level-comments-then-peace-out” types... Good for them, but doesn't help you.
With us, you get a real partner that integrates into your full finance stack.
We pop open the hood and do a full review of your books, numbers, and systems.
We build the reports, dashboards and models, get the books in order with your bookkeeper, and set up the processes so it stays that way.
We run the finance function: monthly close, report, review call, forecast update, and whatever comes up along the way.
PS: We’d hate to make you wait 12 weeks for something useful, so we bring you the first insights and recommendations as early as we can. That said, it usually takes a few months for the systems to fully sink in.
Your business is unique and we treat it as such. Instead of rigid packages, we scope our engagement to your needs. Then we price it so it’s fair to everyone involved.
$4,000/month
+ one-time setup fee of 1x monthly planMost clients land between $4,000 and $6,000, depending on size and how much needs fixing.
Every scope is custom-built after the intro call. We take a look in your books, get a high-level lay of the land, and send a quote within 2 days.
Let's chat! Any questions beforehand? Just reach out at timo@gethappynumbers.com
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 transactions, 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 $2m+ annual 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.
No. We currently only work with businesses in the United States.
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've 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 $4,000 per month, and typically average at $4,000 - $6,000 for most clients.
There is also a one-time setup fee equal to one month of your plan.
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, but after that, how much you interact with us is up to you. That said, we've found the most successful engagements are the ones where we work closely with the CEO. It's just that you won't have to waste your time on finance admin, and instead focus on more impactful work.
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, with guaranteed same day replies
