Revenue is up.
So why is cash always tight?
Marketing agencies grow fast but bleed margin through scope creep, underpriced retainers, and invisible delivery costs. We install a financial operating system that turns creative output into predictable profit.
Free diagnostic for marketing agencies doing $1M–$20M in revenue.
Revenue keeps climbing.
So why is margin shrinking?
You’re winning pitches, hiring talent, and growing revenue — but your bank account tells a different story. Retainers get scoped at one price and delivered at another. Project margins evaporate by the time the work ships. You don’t know which clients actually make money and which ones quietly cost you. Your team is busy, but utilization data doesn’t exist. And by the time your accountant sends the numbers, the quarter is already over. That’s not a growth problem — it’s the same visibility problem we fix in every service business.
We diagnose in order. COGS, S&M, then G&A.
60% gross margin. 15% sales & marketing. 15% overhead. That leaves 30% operating profit. Here’s how we get your agency there.
Creative & media costs: know your true delivery cost.
In agencies, COGS is creative labor, freelancers, media spend pass-through, and production costs. Before we touch anything else, we reconcile what every client and project actually costs to deliver — so every downstream margin number is real.
New business cost: know what it takes to win.
Target: 15% of revenue on new business development. Most agencies spend far more because pitch costs, business development headcount, and proposal time are never tracked. We break down your cost to acquire by channel and client type — so you stop chasing work that doesn’t pay back.
Agency overhead: pricing & packaging that protects margin.
Target: 15% of revenue on G&A. Agency overhead is typically office space, tools, insurance, and back-office headcount nobody audits. We model the margin impact of every scope decision and price retainers against real delivery cost — so you stop undercharging for the work you do.
Tax & entity strategy for agency owners.
Agency owners have unique tax opportunities. We find them. From S-Corp elections to R&D credits for proprietary tools, we turn improved unit economics into real after‑tax wealth through entity structure and tax strategy.
Don’t just take our word for it.
“We grew from zero to $300K MRR with Arron’s leadership.”
“A team we can rely on, with rapid-fire responses and consistent support.”
“He brings creative ideas and valuable insights that have transformed our business.”
From first call to deployed system.
30-Minute Assessment Call
We discuss your current state, your goals, and whether we’re the right fit. No pitch deck — just an honest conversation.
Scale-Ready Assessment
We stress-test your books, margins, cash position, tax strategy, and operational dependency. You get a Scale-Ready Report with green/yellow/red scoring and the top blockers prioritized.
System Installation
Full financial operating system: clean books, engineered margins, deployed tax strategy, live dashboard, and monthly CFO cadence. Typical deployment: 90 days.
The system works. Here’s what it looks like.
Time to full financial system deployment.
Tax liability eliminated through entity restructuring and strategic planning.
Revenue under active management across client engagements.
Three signals your agency has a margin problem.
If any of these hit home, the 60-15-15 diagnostic will show you exactly where the leak is and how to fix it.
Revenue is up 40% but your bank balance looks the same as last year.
You added three clients and two team members. Revenue jumped but cash didn’t follow. Retainers are being delivered at a higher cost than they were scoped, and nobody tracks the gap until it’s already gone.
You can’t tell which clients make money and which ones quietly cost you.
Your biggest client feels profitable because they pay a $15K retainer. But between scope creep, senior time, and unbilled revisions, actual margin is 14%. Without client-level profitability data, you’re optimizing for revenue instead of profit.
Your accountant gives you numbers 45 days late — too late to act on them.
By the time you see last quarter’s financials, the decisions have already been made. You need real-time visibility into delivery cost, utilization, and margin — not a backward-looking report that confirms what you already suspected.
Free for marketing agencies doing $1M–$20M in revenue.
Common questions.
Everything you need to know about our CFO services for marketing agencies.
Stop making decisions on gut feel.
The Scale-Ready Assessment shows you exactly where your agency stands — profitability scorecard, tax strategy overview, and a clear picture of what to fix first.
Book Your Scale-Ready AssessmentFree for marketing agencies doing $1M–$20M in revenue.