Achieve the full potential of your Agency
If you don’t know exactly how your business is performing it's because you don’t have timely and trusted numbers. With the right narrative, you will be able to understand exactly what the numbers mean that will help to point you in the direction of what you're able to do better. We make sure you have that data on hand so that you know exactly where your business is at any point in time.
Operational Stats Linking To The Key Financial Metrics
The best agencies have a commercially focused management team who understand how to connect the dots to how your Sales, Marketing, Operations and People all need to function to deliver those numbers. We will ensure that your operational stats inform our key financial metrics that can be presented to the senior team with live models to track progress.
A Predictable Blueprint of What You’re Working To Achieve
Without future insights, you won't be able to know the decisions that you need to make today, that will scale your business tomorrow. Before you can take a single step towards achieving your goals, you need to know exactly where you are in your business right now, and the required actions that are going to move you closer towards those goals.
Becoming Profitable & Predictable With Our Agency Finance System™
Full Finance Function
The following components make up what we call the AGENCY FINANCE SYSTEM™. This is the bedrock of what we install into agencies, which is delivered by our Finance Team.
The size and ambition of your agency will determine the components and the team that you’ll need to achieve your goals. So let’s figure that out.
We will show you exactly where you are in your business right now, everything that is contributing to your current location and the required actions that are going to move you closer towards your goals.
Foundations – Data Collection
We ensure that all the financial data flowing through your agency is collated with the most efficient processes that have the least drain on your time – all centred around your Xero accounting package.
Foundations – Compliance
We install a seamless compliance system into your agency to ensure you not only meet your legal statutory requirements but that you also have full visibility of the system, understand exactly how it works and how you and your team fit in with that system.
Reporting & Forecasting
For this, we focus on Finacial Modelling which includes Budgeting, Financial Forecasting, P&L, Balance Sheet & Cash Flow, compared to budget and most importantly, holding you and your team accountable for actions agreed to increase revenue, efficiency or control costs and keep everything on track with your budget.
Driving your agency towards your financial goals is tough and can be lonely. This is where our Co-Driving function gives you the support and guidance to help you navigate around your challenges and towards your goal.
Let's Get Started
Arrange your discovery call today and let's make sure we're a good fit for each other.