Most agency founders know their finances could be sharper. Revenue is growing, the team is busy, but profit doesn’t seem to follow at the same pace. The challenge is finding time to step back, look at the numbers properly, work out what’s driving profitability and what’s eroding it.
With AI changing how agencies deliver work and clients pushing harder on value for money, understanding your true cost of delivery, pricing and your capacity has never been more important. This workshop gives you that clarity, with an experienced agency finance specialist working through your numbers alongside you.
We review your Xero data and show you what your P&L is really telling you – revenue recognition, cost structure, margin trends and where profit is leaking.
We run your rates through our agency pricing model. You’ll see what you should be charging, where margin is leaking and the profit impact of adjustments.
We map your team’s billable capacity against current workload. You’ll see spare capacity in revenue and profit terms, in addition you will know what your team can realistically deliver.
We build a 1–3 year plan together, looking at: revenue targets, profit margin goals, headcount triggers, and scenario planning. You leave with a roadmap you own and can execute.
We build a 1–3 year plan together, looking at: revenue targets, profit margin goals, headcount triggers, and scenario planning. You leave with a roadmap you own and can execute.
A focused working session with your Finance Director, typically a half day (3–4 hours), extending to a full day (5–6 hours) for larger or more complex agencies. We work through your numbers together, build the pricing and capacity models and construct your roadmap. Informal, collaborative and practical.
A call 3 – 4 weeks later to review what you’ve implemented, refine the plan and discuss whether ongoing support would help you execute faster.
“We have worked with Aggie and the Rocksteady Finance team since March 2025. The team are great, really responsive and happy to answer any questions. Aggie is obviously very knowledgeable and specialises in working with agencies. We feel that she understands our needs and has provided us with clarity and direction, to facilitate our business growth ambitions. We have also attended some of her brilliant webinars which are really informative. Highly recommended!”
Story Things
“We have been working with Rocksteady (previously CFO for Growth) since April 2025. Aggie and the team keep us accountable, are professional, supportive, on the ball and always happy to answer any questions we have. They are specialists in our sector which means they understand the challenges we face and offer bespoke, relevant advice. It is a relief to know that we are in good hands. Highly recommended!”
White Rabbit Creative
“Efficient and friendly, thorough and concise, professional and dedicated, Aggie helps us to sleep soundly at night with the support and planning that she provides us with for our agency finances. I wouldn’t hesitate in recommending Aggie to any independent agency owner who is looking to grow and move their business to the next level!”
“From the first moments of working together, I knew I’d made the right decision hiring Aggie & her team as “It’s Personal’s” fractional Financial Director. She put a solid plan in place to ensure our finances are not only in a good order, but also we have a roadmap supporting our growth plans. We’re already seeing improvements in the quality of our reporting and financial visibility!”
It's Personal
“I have worked with Aggie and the Rocksteady team for over a year. During that time, through collaboration, they have helped me gain better clarity on my finances with both an immediate and long-term view. I don’t find numbers and spreadsheets easy to understand, but Aggie is knowledgeable, supportive, calm, patient and proactive in helping me to understand more. In working with Aggie, it feels like I have someone by my side on this business journey who is my cheerleader when I need it most. Thank you, Aggie and the team.”
Walcott Communications
“We have worked with the Rocksteady team since October 2024 and they have been fantastic. Huw has easily integrated within our team, his down to earth and gently challenging approach has been brilliant and helped us to achieve significant growth. Working with Rocksteady feels like a partnership and that they are part of the team, I would not hesitate in recommending them!”
Re:Signal
“We have worked with Aggie and the Rocksteady team since April 2023. They provide us not only with accounting and bookkeeping services but Aggie, is very much an extension of our team as our fractional Finance Director. The team provide a professional, proactive and highly responsive service. Thank you, Aggie and the team!”
Launch Online
“Aggie has been instrumental in transforming our business finances since May 2023, enabling us to make great strides in achieving our business goals. Aggie and the team bring professionalism, kindness and empathy, combined with a clear drive and serious commitment to help us succeed, which is unprecedented. Aggie and the Rocksteady team are highly recommended.”
Blue Goose
The profitability workshop will provide clarity on your numbers, a plan for improving profitability and practical tools you can apply immediately. Prices start from just £2,500 +VAT and are scaled based on your agency’s size and complexity.
*Travel expenses are charged additional for in-person delivery. No retainer. No ongoing commitment. Just clarity on your numbers, a plan for improving profitability, and practical tools you can use immediately.
We work exclusively with creative, marketing and PR agencies. Our team provides Virtual Finance Teams and Virtual Finance Directors to agencies across the UK. We’re the only finance partner that integrates financial operations, commercial productivity and strategic advisory into one service, connecting your finance to how your agency actually operates.
We understand agency economics because it is all we do. Utilisation, recovery rates, project-level profitability, overservicing and capacity planning are metrics that most finance providers have never heard of and the ones we track every day.
Your first conversation with us will feel different from any other finance provider, because we’ll describe your challenges before you do.
Book a call to discuss whether the workshop is right for your agency email
[email protected] with any questions or book a no-obligation discovery call.
Rocksteady’s Agency Confidential is an invitation into the world of finance.
Each edition opens up conversations about what really drives profit, stability and the value of your business. From pricing and cash flow to the hard choices behind scaling, we share the insights that spark better decisions and more confident leadership.
