what we do

At Beyond Margins, we're all about engineering your business life to be calmer, simpler and more manageable. Whether you're tackling a specific issue or need ongoing support, we're here to help with clear, straightforward advice.

The process

Start with an Intensive

All our engagements start with an intensive because we are big believers that you need to be really comfortable with and trust the person you’re working with - and an intensive project gives us both an opportunity to make sure that it’s a good fit before we commit to anything long-term.

THEN…

Identify if ongoing support makes sense for you (it might not). If it does, we’ll help you figure out which plan makes the most sense for you and your business and get started.

Get Started with an Intensive

Not ready to dive in just yet? Let’s chat to see if this service is right for you.

Book a Good Fit Call

Kickstart with Our Intensives

Start with one of our intensives, where we dive into specific challenges and create actionable plans tailored to your needs.

Check out our intensives

CFO Intensive

Your go-to for tackling big financial questions like cash flow, annual planning, hiring, or pricing. This is where we get into the nitty-gritty to set you up for success.

Learn more

Calm Revenue Roadmap

Think of this as an upgrade. We help you fine-tune your service mix and delivery for better efficiency and profitability. Perfect for those big-picture pivots.

Learn more

System Audit + Design

We dig into your software systems, figure out what's working, and streamline the rest. Great for when you're considering or need fractional COO services.

Learn more

Ongoing Support to Keep You Moving

Once you've tackled an intensive, we offer ongoing support to keep the momentum going.

Check out our Services

Fractional CFO/COO

Our Fractional CFO and COO services are designed to help you create a business that operates with calm, clarity, and purpose.

Learn more

Strategic Advisory

The Strategic Advisory service is perfect for business owners who want access to a CFO/COO-level perspective without needing full hands-on support.

Learn more

"This has been an AMAZING experience. I am so freaking thankful that I found Susan and had her do this. I feel completely empowered over my numbers for the first time in years, despite my obsession with Excel sheets and tracking numbers."

Pia Silva

No BS Business / Worstofall Design

"I feel so much smarter and better-prepared to lead my team into the next year equipped with the framework Susan set up for me.
Thank you thank you!"

Tamara Kemper

The Process Mavens

"I love how Susan just casually throws out an incredibly magical and efficient all-around perfect solution like it's nothin'"

Rachel Jordan

Teach FX

"Susan makes your life easier. Working with her is like working with a dream. She always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the same."

margo Aaron

That Seems Important / Brainstorm Road

"Now I feel crystal clear about where money is coming from, when, and why. I finally have a grip on this money thing. It's not only no longer scary — it's actually fun. Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did."

Hillary Weiss

Creative Director

"Susan offers data and solutions up the way they should be - so black and white, just really clean information, straight to the point, it's not candy-coated."

Chris Strompolos

Fanology Social

FAQs

Am I too small to work with a CFO?

Nope - if you’ve got a business, you can definitely benefit from the full range of skills and expertise a chief financial officer brings to the table. In reality, you can’t afford not to have one, you probably just don’t need a full-time CFO. That’s where hiring an outsourced CFO can bring big benefits without a big cost, especially for small businesses.

While a bookkeeper will mostly handle getting data entered into your financial system on the day to day, and your tax accountant will handle your taxes, the CFO is the person who can dig into the details of your business, analyze your data and help you interpret and understand what your numbers are saying. A CFO is there to help you make strategic decisions about growth.

Working with a consulting firm for advisory services can help you get the benefits of deep financial insight without the full-time CFO costs.

It’s not the size of the business that matters, it’s about having someone on your team who intimately understands your business and your systems, with the expertise to help you make healthy growth choices.

I’m ready to take control of my finances, but I’m not quite ready for 1:1 - What should I do?

If working with a virtual CFO isn't quite in your budget yet, or if you just want to understand the basics of business finance BEFORE you work individually with a CFO (which we highly recommend), we have a bunch of free resources available in the newsletter and on the podcast that can get you started.

Can I just hire you hourly?

Not as your CFO. We have pretty strong feelings about the inefficiency of hourly work, and have found that clients get a lot more value out of the intensive format or an ongoing retainer than if we were to charge you hourly.

Will you do my taxes?

Fraid not. We’re firm believers in using the right tool for the job. A CFO's job is to help you understand the story your numbers are telling you and help you figure out what action to take next. It's all about big-picture strategy, with a focus on profitability & efficiency. So that's what we'll work on. And we’ll support you working with your tax pro on the tax part of things.

Subscribe to Our Weekly Newsletter

Subscribe to the weekly newsletter for calm KPIs, tiny actions, frameworks and tools to help you intentionally design a calmer business.

Trusted by business
owners like you.