The fixer you didn’t know you needed

From two-person startups to 200-strong teams, I’ve navigated the magic and madness of agency life.

Fluent in creative, project management, ops, and finance, I bring order with structure, strategy, and a reputation for making things happen.

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Where I Plug In

I support agencies across finance, operations, project management, and account management. Whether you need help in one area or all four, I plug in where you
need me most.

  • I will step in to train, support, and even run your accounts, ensuring clients feel cared for, scopes stay profitable, and your team knows how to grow relationships the right way.

    • Training account managers and directors on best practices

    • Scope writing, retainer development, and contract negotiation

    • Client onboarding and relationship management

    • Profitability reviews and account growth planning

    • Translating client goals into actionable briefs and deliverables

    • Forecasting, resource planning, and client reporting

    • Day-to-day account management across campaigns, media, websites, and digital projects

  • I build the systems and train the people that keep projects on track. My workflows work for the whole agency, not just the PM team.

    • Project intake, scoping, and timeline management

    • Task delegation, workload balancing, and resource planning

    • Creative workflow setup (briefs, approvals, asset delivery)

    • Status reporting, client communication, and traffic management

    • Risk reviews, QA, and post-mortems

    • Project manager training and client-facing reporting

  • Bookkeeping tells you what happened. I show you what it means.
    From profitability analysis to cash flow planning, I translate your numbers into decisions that keep your agency stable, profitable, and ready to grow.

    • Client and project-level profitability analysis

    • Payroll, contractor payment, and expense management processes

    • Invoicing workflows and cash flow planning

    • QuickBooks structuring for custom reporting

    • Budget development and forecasting

  • From workflows to org charts to the using the right tools, I design systems that make your agency run smoother today and ready to scale smartly tomorrow.

    • Project management workflow design

    • Agency SOP development and documentation

    • Infrastructure audits and system setup (PM, CRM, file storage, communication, email)

    • Ongoing platform and system maintenance

    • Organizational chart development

    • Hiring support and onboarding processes

    • Vendor and contractor management

    • Operational scalability planning

Types of Engagements

  • Agency Advisor

    Hourly, on-demand support. I step in as your advisor to tackle challenges, explore solutions, and share best practices you can put to work right away.

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  • Agency Initiatives

    Flat-rate, defined-scope projects that move your agency forward, from implementing new systems to building scorecards, or planning your next hire. We’ll set the strategy, then I’ll lead the execution.

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  • Fractional Agency Leader

    A deeper engagement for agencies ready to level up. Over a 6+ month commitment, I immerse with your team: leading discovery, working hands-on, and implementing process changes that stick.

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