Fractional CFO & COO/Growth for Multi-Location Service Businesses

As your company expands, we turn complex financial data into clear insights and confident growth decisions , without the cost of an in-house CFO & COO/Growth team.
Built for multi-location businesses looking to scale, doing between $2M–$20M in annual revenue.

Revenue Size

Multi-location businesses earning $2M–$20M in annual revenue that want CFO & COO-level financial clarity and strategy — without the cost of a full in-house team.

Who we are built for

Mentality

We partner with owners who have a growth mindset: ready to scale, streamline, and invest in their people and culture

Operational Structure

We work with growing businesses whose operations are becoming more complex — whether that means new offerings, additional locations, or expanding capacity.

How We Help

  • Your on-call financial leader for multi-location growth.

    Our Fractional CFO service gives you executive-level financial leadership without adding a full-time C-suite hire. We plug into your existing accounting and clean financials to build a clear roadmap for revenue, profitability, and cash across all locations. From forecasting and scenario planning to capital allocation and pricing decisions, we help you see around corners and make big moves with confidence.

    You’ll gain:

    • 🧭 A clear financial roadmap for growth, risk, and cash.

    • 🎯 Confidence making big decisions on locations, pricing, and investments.

    • 🔁 Simple, repeatable finance rhythms your existing team can run.

    Examples of how we help:

    • Bi-Weekly Location-Level Profit Drivers

    • Monthly Profit & Scaling Strategy Session

    • Multi-Location KPI Dashboard

    • Quarterly Budgeting & Cash Flow Forecasting

    • Quarterly CFO Growth & Expansion Plan

    • Quarterly Custom Financial Scenario Modeling (“What if we open/sell/expand?”)

    • Semi-Annual Exit or Expansion Readiness Review

    • Ongoing Strategic Planning & Capital Allocation Support

  • Turning your multi-location vision into a repeatable way of operating.

    Our Fractional COO & Growth Strategy service focuses on the “how” of scaling—how each location runs, grows, and stays aligned. We work with your leadership team to design growth plans by site, standardize playbooks, and establish simple operating rhythms and dashboards. The result is a clearer way of working that improves capacity, consistency, and performance across every location you open or optimize.

    You’ll gain:

    • 🚀 A practical growth plan by location—not just a high-level vision.

    • 📘 Standardized playbooks so each site operates the “Numeriq way.”

    • 📊 Clear operating rhythms and dashboards that keep everyone aligned.

    Examples of how we help:

    • Growth roadmap and location expansion sequencing

    • Operating dashboards and simple scorecards by location

    • Design of operating rhythm (leadership meetings, huddles, reviews)

    • Growth playbooks for capacity, pricing, and utilization

    • Targeted process improvements across key workflows

    • Monthly operator review calls and quarterly deep-dive sessions

    • Workflow recommendations to support optimizing current operations and enabling future scaling

    • Accurate Bookkeeping & Accounting (weekly, monthly, quarterly)

    • Accounting Reporting Package (weekly, monthly, quarterly)

    • Dedicated Accounting Manager

    • Dedicated Bookkeeper

    • Fractional CFO/COO services add-on available

Work With Us

The NumerIQ Advisory Philosphy

At NumerIQ Advisors, we believe the right data leads to the right insights—and the right insights give you the intelligence you need to scale effectively.

As your business adds more products, more people, more capacity, and more capex, the complexity can quickly outgrow your gut instincts. That’s where we come in.

We focus on turning your numbers into clear financial and operating intelligence, so you can make better decisions about where to invest, what to streamline, and how to grow.

We’re called Numeriq Advisors because we believe data + insight are what ultimately fuel financial, strategic, and operational growth.

Industry Focus

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Industry Focus *

Industries Built on People, Growth, and Complexity

We partner with service-based businesses where people are the product and operations grow more complex as teams, locations, and offerings expand. Our clients love what they do—but don’t want finance, reporting, and planning to slow them down.

NumerIQ delivers the full-service finance and strategic support of an in-house C-suite, without the overhead, so owners can scale confidently and stay focused on running the business.

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    • Behavioral Health Therapy Practices

    • MedSpas & Dermatology Clinics

    • Chiropractic & Physical Therapy Clinics

    • Residential & Commercial Cleaning

    • Lawn Care & Landscaping

    • HVAC & Plumbing

    • Restoration & Remediation

    • Early Childhood Education Centers (Preschools, Montessori)

    • Movement & Life Skills Programs (Swim, Sports, Gymnastics)

    • Academic Enrichment Programs

    • Home Care Agencies/Franchises

    • Home Health Agencies /Franchises

    • Fintech

    • HR tech

    • Vertical SaaS

Examples of What We Measure In Your Industry

As part of our Fractional CFO and Fractional COO/Growth packages , we turn clean, accurate books into real-time visibility on the metrics that matter most in your industry.

Below are sample metrics we track to help you make faster, better decisions and confidently grow your business.

HVAC

  • Gross Margin % by Line of Business

  • Revenue per Technician / per Truck

  • Labor as % of Revenue (Direct Field Labor)

  • Maintenance Agreement Revenue & Count

  • Operating / EBITDA Margin %

  • Average Ticket Size

  • Call Conversion Rate (leads to booked calls)

  • Overhead as % of Revenue

Behavioral Health Therapy Clinics

  • Monthly Recurring Patient Revenue

  • Average Revenue per Session

  • Revenue per Clinician FTE

  • Billable Utilization %

  • Client Retention

  • Payer Mix & Reimbursement Rate

  • Days Sales Outstanding (DSO)

Early Childhood Education

  • Monthly Recurring Tuition Revenue

  • Average Monthly Tuition per Child

  • Enrollment vs. Licensed Capacity %

  • Payroll as % of Revenue

  • Occupancy Costs as % of Revenue

  • Operating / EBITDA Margin

  • Enrollment Mix by Age Group

MedSpas

  • Service Mix % (e.g. injectables, laser, facials)

  • Retail Revenue % of Total Revenue

  • Rebooking & Membership Conversion Rate

  • Revenue per Provider Hour

  • Treatment Gross Margin % by Service Line

  • Payroll as % of Revenue (Clinical + Front Desk)

  • Revenue per Machine (Monthly / Annual)

  • Device Utilization Rate

Vertical SaaS

  • ARR / MRR

  • Growth Rate

  • Gross Revenue Retention (GRR)

  • Net Revenue Retention (NRR)

  • Customer Churn/Cohort Schedules

  • Gross Margin %

  • Customer Acquisition Efficiency (CAC Payback Period)

  • Operating Burn (VC-Backed)

  • EBITDA Margin & Runway (Bootstrapped)

Home Care Agencies

  • Revenue per Billable Hour

  • Billable Care Hours

  • Monthly Recurring Service Revenue

  • Caregiver Payroll % of Revenue

  • Overhead & Franchise Fees % (when applicable)

  • Operating / EBITDA Margin %

  • Average Monthly Revenue per Active Client