You built a great business. Now you need a leadership team.

You need C-level leadership. Not more vendors.

LET'S TALK

You've got something real. Revenue is strong. But you're still the one making every major decision. Financial planning happens in spreadsheets you don't trust. Marketing is whatever worked last time. Operations only run smoothly when you're in the building.

What Real Leadership Looks Like

Real CFO, CMO, and COO expertise working together on your business:

Finance (CFO)

| Numbers you can actually trust.
| Cash flow you can predict.
| Tax strategy that saves you real money.
| Financial decisions based on data, not gut feeling.

Marketing (CMO)

| Marketing spend tied to revenue, not hope.
| Lead generation systems that scale.
| Brand strategy that actually drives growth.
| Content that converts.

Operations (COO)

| Processes that work without you micromanaging.
| Team structure that supports growth.
| Systems that scale.
| You stop being the bottleneck.

Integrated Team

| One cohesive leadership team that works together.
| No disconnected vendors pulling in different directions.
| Finance, marketing, and operations aligned on the same goals.

Stop juggling vendors. Start leading.

What We've Actually Done

Stephen

Built Rupert & Associates into a second-generation family business serving local service companies for 35+ years. Licensed Enrolled Agent with deep expertise in corporate tax strategy, financial systems, and small business consulting. Specialized in helping owner-operators scale from chaos to clarity through proactive financial planning and strategic tax optimization.

Chief Financial Officer

Jason

Built and scaled companies generating $2.5 billion in combined exits and currently scaling another to $200M+. Led a multi-state operation to 800+ employees. Founded Katz Ventures to help business owners systematize revenue growth, scale operations, and deploy AI automation. 15+ years building frameworks that remove founders as bottlenecks.

Chief Operating Officer

Built and exited a marketing agency in under two years. 12+ years building media and marketing companies from the ground up. As CEO of ASP, delivered 4x recurring revenue growth and 94%+ client retention in 18 months. Specialized in breaking service businesses through revenue plateaus with scalable marketing systems.

Chief Marketing Officer

Joel

Co-founded and scaled multiple companies with his wife Rachel, including Atomic Souls Counseling (one of Austin's largest mental health practices), ASP (a nationwide marketing agency), and Awkward Recovery (a multi-million dollar treatment facility). Spent 20+ years coaching service businesses on operational efficiency, strategic scaling, and building cultures that last.

Business Development

Mike

We've sat in your chair. We know what works because we've done it—not just consulted on it.

Is This You?

We work best with owner-operated service businesses that have crossed a threshold—you're making real money, but growth is creating complexity you can't manage alone.

You're probably a fit if:

You're doing $5M-$20M in annual revenue

You have a team, but you're still making all the strategic decisions

Financial planning is reactive, not proactive

Marketing works, but you can't explain why or scale it consistently

Operations depend on you being in the building

You're ready to lead like a CEO, not just work like an operator

You're probably NOT a fit if:

You're under $5M (you need execution more than leadership right now)

You're over $20M (you likely need full-time C-suite with equity)

You're not willing to look at your numbers honestly or act on what they show

You just want someone to execute tasks, not provide strategic direction

We work with owners ready to scale—not just survive.

Fractional Leadership Services

Start with what you need most. Add other services as you scale.

Most Clients Start With CFO.

Financial clarity first. Then add marketing or operations leadership as you're ready to scale. Or bring in all three from day one—it's your call.

One team. One vision. No disconnected vendors.

Work With Us

Bookkeeping, reporting, forecasting, and tax strategy. Get the financial clarity you need to make confident decisions.

Two Options:
Foundation: From $600/mo Clean books and monthly reporting

C-Suite: From $2,200/mo Strategic partnership with tax prep, forecasting, and ongoing advisory

CFO – Financial Clarity & Control

Brand strategy, lead generation, content systems, and growth planning. Marketing that actually drives revenue.

Custom Quote Based on your growth stage and marketing needs

CMO – Marketing Leadership

Process builds, team structure, systems design, and execution discipline. Operations that scale without you.

Custom Quote Based on your operational complexity and team size

COO – Operational Excellence

Leadership vs. Execution

Here's the difference between hiring vendors and bringing in fractional C-level leadership:

  • Your Hire

    Bookkeeper

    What They Do
    Record transactions, categorize expenses

    What We Do
    Tell you what the numbers mean, forecast cash flow, and guide financial strategy

  • Your Hire

    Marketing Agency

    What They Do
    Run ads, post content, manage campaigns

    What We Do
    Build revenue strategy, connect marketing to business goals, scale what works

  • Your Hire

    VA / Operations Manager

    What They Do
    Execute tasks, manage workflows

    What We Do
    Design scalable systems, build team structure, remove you as the bottleneck

  • Your Hire

    Multiple Vendors

    What They Do
    Work in silos, sometimes conflict

    What We Do
    Work as one integrated team—finance, marketing, and operations aligned together

Vendors execute. Leaders strategize, make decisions, and connect the dots. You don't need more people doing tasks. You need C-level thinking guiding your business.

Book Your Call

Let's Talk

Common Questions

  • No. Most businesses start with one—usually CFO to get financial clarity first. Once you have solid numbers, you can add marketing or operations leadership. Some clients need all three from the start. We'll recommend what makes sense for where you are.

  • Vendors do tasks. We provide leadership. A bookkeeper records transactions. A CFO tells you what they mean and helps you make decisions. A marketing agency runs ads. A CMO builds a revenue strategy. A VA handles tasks. A COO builds systems that scale. We're not here to execute—we're here to lead.

  • If you're still making all the strategic calls yourself, you don't have leadership—you have execution. Your team needs someone at the C-level to guide strategy, make decisions, and connect the dots between finance, marketing, and operations. That's what we do.

  • Start small. CFO Foundation package is $600/month for clean books and reporting. No long-term contracts. See if it works. Add more when you're ready.

  • Under $5M? You probably need solid execution more than fractional leadership. Over $20M? You likely need full-time C-suite with equity. And if you're not ready to look at your business honestly or act on what the data says—we're not a fit. We work with owners ready to lead, not just survive.

Ready to Stop Guessing?

Book a 30-minute discovery call. We'll dig into where you are, where you want to go, and whether we're the right team to get you there.

Process Steps:

Step 1 - Discovery Call 30 minutes. No pitch.

Step 2 - Financial Review We look under the hood.

Step 3 - Custom Plan Foundation or C-Suite—we'll recommend what fits.

Closing Statement: No pressure. No sales games. Just clarity.