7 Signs Your Agency Has Outgrown Its Finance Setup

Here’s something we see all the time. An agency grows from a tunover of £300k or £500k to £750k, maybe it even approaches the £1m turnover level. The team get bigger, the clients get bigger, the work gets more complex. But the finance setup is exactly the same as it was when the founder established […]
2026 Agency Budgeting: Why Most Avoid It

Let’s be honest: most agency owners treat budgeting like a root canal, necessary in theory, but something they’ll avoid until the pain becomes unbearable. If you’re reading this while your agency budgeting sits in a perpetually labelled “Next Quarter” folder, you’re not alone. But here’s what most agencies don’t realise: the cost of poor financial planning is […]
Agency Metrics that Matter: KPIs that Drive Sustainable Growth

Most agency owners know their revenue figures. Fewer can tell you their profit margin. Almost none can explain how their cash position links to hiring, client concentration, or Earnings Before Interest, Tax, Depreciation and Amortisation (EBITDA). The issue is that too many agencies chase revenue as if it’s the only metric that matters. Winning bigger […]
How to Forecast Revenue in a Project-Based Agency

An evergreen guide for agency founders who want clarity, not chaos. All agencies have slightly different sets ups. We know from working with some of our clients that for those who are project-based and don’t have the comfort of ongoing retainers, forecasting revenue can be difficult. Projects might get get delayed, scopes shift, clients ghost […]
Cash Flow Essentials: How To Keep More Money In The Bank

We talk a lot about cash flow and its importance in running a successful marketing or creative agency. From our client conversations we know that it can be one of the most misunderstood areas when running a business and having this blind spot is dangerous. Many agency owners assume that as long as their profit […]
An Agency Owners Guide to Completing a Financial Review

January often has that sense of a fresh start and a new beginning, it is the perfect time to take a step back, review the year just past and evaluate your agency’s financial health. Reviewing the past year isn’t just about closing the books, it’s about taking an opportunity to reflect on what’s worked, identify […]
10 strategies to encourage prompt payment and improve cash flow

Late payments create unnecessary financial stress, there is no doubt about that, this is particularly true for small to medium-sized businesses and creative agencies. In our article below we would like to share some strategies to encourage prompt payment and help to improve agency cash flow. This survey conducted by SAGE in 2017 across 11 […]
Financial Reporting for Agency Owners: Your guide to success

As a provider of outsourced finance department for agencies, we’ve seen it all. Time and again, we encounter agencies operating without clear financial visibility – their accounts are in disarray, and the only number they’re tracking is revenue. Even worse, many are basing decisions on inaccurate reports. If this sounds familiar, you’re not alone. Whether you’re […]