The Finance Playbook for agencies.
The no-nonsense guide to building a performance-driven agency, without an accounting degree.
Takes 2 minutes • Instant download • No pressure
SOUND FAMILIAR?
Feeling like your agency’s growing…but you still don’t know where the money’s going?
If you identify with any of the following, the Finance Playbook is for you.
“Cash is tight even though the P&L says we’re fine.”
Late payments, VAT, payroll, and timing gaps are quietly draining cash, even when the numbers look healthy.
“We’re growing, but I have no idea how we’re making money.”
More clients, more projects, and a bigger team should feel like progress. But you can’t see which services, clients, or projects are actually profitable, so growth is starting to feel like guesswork.
“I feel like I’m flying blind.”
Your reports don’t show what’s working, what’s slipping or what to do next, so every decision feels harder than it should.
BUILT FOR AGENCY OWNERS
What you’ll get.
A practical finance playbook to help you understand what’s really happening inside your agency, so you can make better decisions around profit, cash flow, pricing, hiring, and growth.
Confidence.
To grow, knowing your finances can support it.
Clarity.
On where profit’s coming from and where it’s leaking.
Control.
Over your cash, costs, and capacity.
WHAT’S INSIDE
Build the financial engine behind your agency.
The Finance Playbook for Agencies walks you through the core finance foundations every growing agency needs, from understanding your reports and protecting margins, to forecasting cash, tracking KPIs, and turning monthly numbers into better decisions.
FINANCIAL STATEMENTS
Read your P&L, Balance Sheet & Cash Flow like a pro.
PROFIT MARGINS
Protect your margins using real data from project management systems & time tracking tools.
PROFITABLITY
Understand why you’re profitable on paper but tight on cash & how to fix the disconnect.
KPIS
Set KPIS that give you clarity & focus, instead of vanity metrics that mislead you.
BUDGETS & FORECASTS
Build budgets & forecasts that actually help you grow, not just collect dust in a spreadsheet.
MONTHLY REVIEWS
Run monthly reviews that drive real decisions, so your numbers work for you, not against you.
THE IMPACT
Trusted by forward-thinking agencies across the UK.
We work with creative, ambitious agencies who want more from their finances than a once-a-year report. This guide distills everything we teach our clients into one easy-to-follow playbook. It’s the exact system we use to help agencies improve performance, reduce stress, and scale with confidence.
● CASE STUDY
Yatter: From Start-Up To Sale.
Built from the ground up with structured financial discipline, forward planning and proactive support. What began as early-stage uncertainty evolved into profitable, intentional growth, and ultimately, a successful exit.
● CASE STUDY
Empowering Rapid Growth for Launch With Us.
Built for rapid, ambitious growth with clear visibility across revenue, profitability and cash flow. With regular reporting, quarterly reviews and deeper insight, Launch With Us gained the confidence to scale lean, hire intentionally and protect profit as they grew.
● CASE STUDY
Driving Performance for Bold St Media.
Transformed from limited, year-end reporting into data-led financial insight. With tailored Xero reporting, meaningful KPIs and clearer performance data, Bold St gained the visibility to move from reactive decisions to proactive, growth-focused strategy.
“Most people I talk to complain about their accountants being slow or unhelpful. I never had those issues. Ashton McGill just got it. They went above & beyond & it felt like they were as invested in Yatter’s success as I was.”
- GAVIN BELL, YATTER
Get the free playbook.
Build the financial engine your agency needs to thrive.
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