Profit Recovery

FHG Advisors is a fractional CFO firm built exclusively for marketing agencies and online coaches. We find the profit that's quietly leaking out of your business — through scope creep, mispriced retainers, and financial blind spots — and put it back in your hands. No full-time hire. No guesswork. Just clarity on where your money is actually going.
We don't work with generalist small businesses. Every diagnostic, benchmark, and system we use is built around the specific ways agencies and coaching businesses leak margin — scope creep, retainer mispricing, and contractor utilization gaps.
The Hidden Revenue Assessment surfaces recoverable margin in your business before you ever sign on — so you know exactly what's at stake before making a decision.
On our core engagement, if we don't identify at least one month's fee in recoverable margin within your first 30 days, that tier continues at no additional charge until we do.
Our pricing and deliverables are built from actual scope — line by line — not vague hourly estimates or one-size-fits-all retainers.
You get CFO-level financial infrastructure and insight without the six-figure salary, benefits, or full-time headcount.
A focused diagnostic that identifies where your agency or coaching business is currently leaking margin — before you commit to anything further.
Our flagship system cross-references your staff hours, retainer fees, and service delivery to show you exactly which clients, services, and pricing structures are profitable. Available in three tiers (Done-For-You, Done-With-You, Do-It-Yourself).
A parallel engagement focused on cash visibility and runway — so you always know what's coming in, what's going out, and how much room you actually have to make decisions.
Available as a follow-on engagement. Once your profitability data is clear, we help restructure pricing and margins across your service lines to maximize what you keep.

FHG Advisors was built on a simple observation: most agency owners and coaches are excellent at their craft and genuinely growth-driven — but financially, they're flying without instruments. Not because they're careless, but because nobody built the financial systems for businesses like theirs.
Founded by Steve Boucher, who brings 10+ years in financial leadership to every engagement, FHG exists to give agency and coaching business owners the same financial clarity a full-time CFO would provide — without the full-time cost. We don't do generic small-business bookkeeping. We specialize in the specific ways service businesses like yours make and lose money, and we build our systems around that.
Our goal isn't to hand you a report and disappear. It's to become the financial partner who tells you the truth about your numbers — and helps you act on it.
Book a short call with our team. We'll learn about your business, your current financial visibility, and where you suspect (or don't yet realize) you're leaking margin.
We take a focused look at your numbers and show you exactly what's recoverable before you commit to anything further.
Based on what we find, we implement the right engagement for your business — the full Client Profitability System, Cash Flow, or both — and start recovering margin on a defined timeline.
FHG Advisors works with marketing agency owners and online coaches across the United States — remotely, with no geographic limitation. Our ideal clients are typically generating under $2.5M in annual revenue and have outgrown gut-feel financial management, but aren't yet at the size where a full-time finance hire makes sense. If your business has scaled past spreadsheets but hasn't yet built real financial infrastructure, that's exactly where we come in.
A fractional CFO gives you the strategic financial oversight of a full-time Chief Financial Officer — without the full-time salary or commitment. If you're making decisions about pricing, hiring, or cash flow without clear financial data, that's the gap we fill.
Bookkeepers and accountants keep your books accurate and compliant. We go further — analyzing what those numbers mean for your profitability, pricing, and cash position, and helping you make decisions based on them.
We primarily work with agencies and coaches under $2.5M in annual revenue, though we'll work with larger businesses if they haven't yet built in-house finance capability. If you're not sure whether you're a fit, that's exactly what the consultation call is for.
We take a focused look at your current financials to identify where margin is likely being lost — whether that's through underpriced services, scope creep, or poor cash visibility — and show you what we find before you commit to any further engagement.
On our core Client Profitability System engagement, if we don't identify at least one month's fee in recoverable margin within your first 30 days, we continue working at no additional charge until we do.
No. We work within whatever system you're already using — QuickBooks, Xero, NetSuite, or others — and adapt to your existing setup rather than requiring you to change platforms.
That's up to you. Our services are structured across Done-For-You, Done-With-You, and Do-It-Yourself tiers, so you can choose the level of hands-on involvement that fits your time and team.
Every business is different, but our process is built to surface recoverable margin early — typically within the first 30 days of engagement — so you're not waiting months to see value.
Every month you operate without real financial visibility is a month of margin you can't get back. Schedule a consultation with FHG Advisors and find out exactly what's hiding in your numbers — with no obligation and no pressure.
Schedule Your Consultation