You will get COO-Led Financial Health & Growth Strategy for SMBs
Project details
You’re scaling. But your financial engine is messy.
If you’re unclear on runway, bleeding margin, or guessing at your next hire, you’re not scaling with confidence. That’s where I come in.
As a Fractional COO, I assess not just your finances but how they connect to delivery, hiring, systems, and future growth. This isn’t just a numbers review. It’s an operational clarity reset.
What You’ll Get:
✔ A strategic financial review with a COO lens
✔ Insights on margin drag, burn rate, and budget gaps
✔ A systems map tying finances to team, tools, and growth goals
✔ Clear recommendations to reduce waste and scale sustainably
Perfect for:
Startups in growth mode, teams post-funding, or founder-led orgs unsure how to scale sustainably and responsibly.
Let’s turn scattered numbers into smart decisions.
If you’re unclear on runway, bleeding margin, or guessing at your next hire, you’re not scaling with confidence. That’s where I come in.
As a Fractional COO, I assess not just your finances but how they connect to delivery, hiring, systems, and future growth. This isn’t just a numbers review. It’s an operational clarity reset.
What You’ll Get:
✔ A strategic financial review with a COO lens
✔ Insights on margin drag, burn rate, and budget gaps
✔ A systems map tying finances to team, tools, and growth goals
✔ Clear recommendations to reduce waste and scale sustainably
Perfect for:
Startups in growth mode, teams post-funding, or founder-led orgs unsure how to scale sustainably and responsibly.
Let’s turn scattered numbers into smart decisions.
Industry
Biotech, Financial Services, Health & Medical, Marketing & Advertising, Real EstateWhat's included
| Service Tiers |
Starter
$350
|
Standard
$599
|
Advanced
$999
|
|---|---|---|---|
| Delivery Time | 5 days | 5 days | 9 days |
Live Consultation (Minutes) | 30 | 60 | 90 |
Optional add-ons
You can add these on the next page.
Detailed KPI Dashboard for Financial Tracking
+$299
n-Depth Cash Flow Projection (12 months)
+$99
Follow-up Strategy Consultation (45 minutes)
+$150Frequently asked questions
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KK
Kanhai K.
Aug 4, 2025
Chief of Staff (Go-to-market Partner)
I hired Tisha into a role that was crucial to evolving my company from long running lifestyle business into a growth-focused consultancy with constant progress across all workstreams in the company. In truth, I needed someone who could proxy as a co-founder and Tisha delivered not only the competence, but the care and concern required to function in this unwritten capacity and be my go-to-market partner.
As Chief of Staff at this pivotal time, she quickly gained a command of KGK’s revenue and talent-acquisition strategies, brought structure and clarity to core operations, built out ClickUp to manage work, weekly L10s to more quickly eliminate barriers, leadership dashboards so we had the necessary data beforehand, and an SOP infrastructure to baseline and drive maturity. She also stepped into and helped address the strategic and executional gaps across sales, operations, and podcast production, even when outside her original scope, and always showed up with reliability, professionalism, and high standards.
Her ability to operate independently, think critically about both high-order and low-level matters, and manage through ambiguity was exactly what I hoped for. It even applied at the end of this engagement where unprompted, she recommended scaling her back and reallocating that budget towards a resource structure she felt would be more cost-effective in the short run and scalable in the mid/long run. It takes integrity to do that.
As Chief of Staff at this pivotal time, she quickly gained a command of KGK’s revenue and talent-acquisition strategies, brought structure and clarity to core operations, built out ClickUp to manage work, weekly L10s to more quickly eliminate barriers, leadership dashboards so we had the necessary data beforehand, and an SOP infrastructure to baseline and drive maturity. She also stepped into and helped address the strategic and executional gaps across sales, operations, and podcast production, even when outside her original scope, and always showed up with reliability, professionalism, and high standards.
Her ability to operate independently, think critically about both high-order and low-level matters, and manage through ambiguity was exactly what I hoped for. It even applied at the end of this engagement where unprompted, she recommended scaling her back and reallocating that budget towards a resource structure she felt would be more cost-effective in the short run and scalable in the mid/long run. It takes integrity to do that.
KK
Kanhai K.
May 27, 2025
Chief of Staff (Go-to-market Partner)
Working with Tisha was a great experience that moved the ball forward for us!
RT
Richard T.
Apr 10, 2025
Executive Operations Consultation
Exceptionally professional and knowledgeable. Quite an expert in her field and a pleasure to work with.
LM
Len M.
Mar 21, 2025
Remote Assistant to the CFO
Tisha was an absolute joy to work with. She was diligent, paid attention to the details and was flexible as the project changed significantly in mid course. Highly recommend Tisha.
MT
Malinda T.
Feb 21, 2025
Excel Designer Needed for Financials Tracker
I had a complicated Excel file that desperately needed organizing and a design element to make it user friendly. For this project, I hired 4 different Excel experts and gave them each a worksheet to fix. After reviewing everyone's results, I then decided to hire Tisha to complete the project. I am so glad that I did. Tisha did an outstanding job, made additional suggestions for improvement, and delivered the project in record time. Additionally, it was convenient to work with someone in my same time zone. Give her a try for your next project. You'll be very glad you did.
About Tisha
Founder Ops & AI Strategy | Fractional COO | Author, The Scrappy COO
100%
Job Success
San Jose, United States - 2:47 am local time
For 20 years, I've led operations across banking, lending, compliance, and multi-$100M operating environments, including executive leadership across organizations moving $7B-$9B in annualized transaction volume and managing $1.2B+ asset portfolios.
My work spans:
• Hyper-growth and burnout cycles
• PE diligence and investor readiness
• Cross-border expansion and integration
• M&A, portfolio risk normalization, and regulatory scrutiny
• Executive throughput constraints under scale
This is not coaching.
This is operating system architecture at the executive level.
How I Work (My Operating Method):
I don't fix symptoms. I rebuild operating environments at the system level. Which means, you’re investing in outcomes, not hourly pay for hire.
1. Signal Extraction & Constraint Mapping
Rapid diagnostics across leadership capacity, throughput bottlenecks, financial controls, and delivery friction.
2. Root-Cause Architecture
Isolation of system failure points across structure, incentives, tooling, governance, and decision rights.
3. Operating Model Rebuild
EOS-aligned cadence, dashboards, SOP layers, and AI-enhanced execution workflows.
4. Executive Load Rebalancing
Clarifying ownership, escalation paths, and performance signal across leadership teams.
5. Stabilization + Scale Guardrails
Ensuring growth doesn't recreate the same failure modes.
Core Engagement Areas:
• AI x Operations Architecture
• Scoring & prioritization logic
• Process orchestration
• Human-in-loop governance
• Executive reporting & anomaly detection
I do not train models or deploy infrastructure. I operate at the workflow, orchestration, and governance layer.
Founder Clarity & Operating Diagnostics:
• Executive throughput constraints
• Decision friction
• KPI blindness
• System drag and execution misalignment
Operating Rhythm & System Design:
• EOS-aligned L10s
• Leadership dashboards
• SOP and role architecture
• Data-to-decision pipelines
GTM & Ops Alignment:
• Revenue-to-delivery integrity
• Sales, marketing, brand, and operations unification
• Capacity-aware growth modeling
Capital Event & Board Readiness:
• Pre-diligence operating audits
• KPI normalization for investor visibility
• Data room operating clarity
• Post-close integration planning
Documented Operating Outcomes:
• Scaled closed volume from $300M to $745M/month in four months via org design and workflow re-architecture
• Built and led secondary marketing bulk and flow sales for mixed assets of $216M/yr
• Increased ROA by .58 bps through design and GTM lead on new verticals
• Automated compliance testing across full production lifecycle
• Reduced cycle times from 6 months to 48 hours via org re-architecture
• Built executive dashboards adopted as board reporting standard
• Designed proprietary portfolio rating systems praised by federal regulators
Engagement Positioning:
Most founders don't hire me for hours. They hire me for outcomes.
My work replaces or augments:
• Full-time COO
• Chief of Staff
• Operating transformation teams
-at a fraction of fixed cost, without the 6–9-month ramp risk.
Engagements are structured with defined diagnostic phases, operating milestones, and executive reporting cadence.
I work fast, precisely, and protect capital by eliminating root causes early.
I am not the cheapest. I am often the least expensive-because precision prevents months of wasted spend.
Availability:
• Select strategic projects, diagnostics, and blueprint builds
• Evening + weekend alignment windows
• NDA-ready
• Retainer and sprint-based engagements only
Steps for completing your project
After purchasing the project, send requirements so Tisha can start the project.
Delivery time starts when Tisha receives requirements from you.
Tisha works on your project following the steps below.
Revisions may occur after the delivery date.
Financial Analysis
I’ll review your key financials to understand your current state, flag risks, and spot quick wins.
Industry & Model Benchmarking
Using relevant benchmarks, I’ll compare your cost structures, margins, and revenue flows to uncover opportunities.