KARE ACCOUNTING & CFO
Profit Planning | Financial Services
Business strategy | Sales strategy | Executive coaching
"Within two weeks, we signed two ideal clients. But more than that, I felt stable again."
Admira A | KARE ACCOUNTING & CFO
KARE is an 8-person financial services firm based in New York. Admira, founder and head strategist has been a client for over 5 years now. Along the years we supported her by establishing the brand, website, messaging and positioning. So we know how important it’s always been to balance out team & culture with growth and delivering exquisite work to aligned clients.
That’s why when we heard that something is not quite as smooth on the conversion part of the sales cycle, we knew something was upsetting that delicate balance between building a supportive team culture and growing the business.
Something wasn’t adding up. Client acquisition had slowed. The pipeline, though healthy, was not converting. Energy was a bit heavy; sales, inconsistent. In our diagnostic call, she said she’d been at it for 6 months trying to fix it with another coach.
It wasn’t working.
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“I love that they actually work very closely with entrepreneurs to understand their troubles, the business, what the owner is focused on or struggling with, so that they tailor their approach specifically to the business. And they put heart and soul into making sure that the client is getting the results that they’re seeking.”
Admira A | KARE ACCOUNTING & CFO
It looked like a sales problem. It wasn’t
With KARE operations growing, there have been attempts to bring in a partner and that diluted some of the values that Admira always worked very hard to instil.
Boundaries got blurred. Work got hoarded. And something that hadn’t happened before: bottlenecks started forming.
So much so that even when the partnership ended, the behaviour lingered within the culture. Doubts, frustration, uncertainty followed. Confidence in sales conversations dropped.
And as always when focus is unclear, sales follow.
For our first session, we identified the psychological hesitation behind the sales conversations as well as the psychology of the prospects’ hesitation. Next we explained how that internal misalignment was putting a strain on the business overall.
From that place of understanding what is the root problem, we asked the question “what do you want to do?”, because in our work we always know that awareness leads to choice and choice leads to an intentional commitment that has the power to move mountains.
And we were right: within a week, she signed 2 ideal clients.
Restoring structure
With stability and breathing room back on track, we returned to the sales process we had built together the year before. No more new shiny tactics, now it was about executing what already worked and following a sales process that was now in full alignment.
Then we clarified vision:
🔶 Admira was clear she did not want aggressive growth at the expense of culture, client quality, or wellbeing. With that in mind we set aligned goals and KPIs.
🔶 The team was restructured, with clear accountability and boundaries around roles.
🔶 One misaligned team member exited.
🔶 Two new hires joined.
🔶 We added new processes for regular feedback and check points for client delivery, so that clients can stay reassured and the team can see the great contribution they make on a consistent basis
As her leadership identity evolved, Admira recognised she wanted to lean further into strategic advisory. We helped her define, position and get intentional about selling her expertise as a distinct service alongside financial operations.
Alongside we also built case study assets that made KARE’s value visible, both externally for prospects and internally for the team.
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“Within a week from our initial call, we acquired 2 new clients, not 1, but 2 new clients that were both ideal clients! We have now also added more to the pipeline… and it was very exciting! That together we could figure out very fast what the problems were, fix them, and then focus on growth.”
Admira A | KARE ACCOUNTING & CFO
The results
📙 20% revenue growth within the first 2 months
📙 Stronger pipeline
📙 2 new hires and overall a tighter, more aligned and loyal team
📙 Clear 1 – 3 year strategy
📙 Feedback processes and regular client check ins
Admira is now much more clear on how she wants to grow the business. Her focus for the next 3 years has been intentionally defined. And instead of misaligned partnerships we worked to protect her time with boundaries, leaning more into the work she loves, the culture she created and by empowering the team for stronger delegation.
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“I cannot recommend them enough because I think they’re amazing at what they do. And I would say just buckle up and enjoy the amazing results you will be experiencing.”
Admira A | KARE ACCOUNTING & CFO
