Paula Greenberg
Lead Partner – Professional Management Suite
With over 20 years of executive-level finance and operations experience, Paula Greenberg delivers astonishing peace of mind to business coaches, consultants, and solo entrepreneurs.
As the dedicated lead for our Professional Management Suite, Paula specializes in freeing high-value professionals from administrative and financial distractions so they can focus entirely on revenue-generating work—selling, coaching, educating, and scaling their impact.
Her expertise includes:
Designing sophisticated, custom reports and dashboards that provide crystal-clear visibility into business and personal finances at a glance
Overseeing our administrative assistance division, ensuring seamless scheduling, email management, client communication, invoicing, and ticket handling
Implementing systems that eliminate bottlenecks, automate repetitive tasks, and guarantee nothing falls through the cracks
Acting as your fractional CFO + COO hybrid—optimizing cash flow, spotting deductions, managing personal budgets, and keeping everything compliant and organized
Professionals working with Paula consistently report reclaiming 10–20+ hours per week, closing more deals, delivering higher-quality sessions, and experiencing dramatically reduced stress. She doesn’t just handle the backend—she engineers it so you can operate at your highest level.
If you’re ready to offload the low-level grind and stay laser-focused on your profession, Paula is the partner who makes it happen.