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.
INSERT AGENCY MOCKUP- FULL SCREEN
Feeling like your agency’s growing…but you still don’t know where the money’s going?
If you’ve ever thought:
❌ “We’re growing, but I’ve no idea if we’re making money…”
❌ “Cash is tight, even though the P&L says we’re fine…”
❌ “I feel like I’m flying blind…”
This playbook is for you.
What You’'ll Learn:
The Finance Playbook for Agencies is your step-by-step guide to building a simple, performance-driven finance system that gives you:
✓ Clarity on where profit’s coming from (and where it’s leaking)
✓ Control over your cash, costs, and capacity
✓ Confidence to grow, knowing your finances can support it
Inside, you’ll learn how to:
✓
Read your P&L, balance sheet & cash flow like a pro (no jargon, no fluff)
✓
Understand why you’re profitable on paper but tight on cash & how to fix the disconnect.
✓
Build budgets and forecasts that actually help you grow, not just collect dust in a spreadsheet.
✓
Protect your margins using real data from project management systems & time tracking tools.
✓
Set KPIs that give you clarity & focus, instead of vanity metrics that mislead you.
✓
Run monthly reviews that drive real decisions, so your numbers work for you, not against you.
✓ 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.
Ready to stop guessing & start making confident financial decisions?
You'll get instant access to a clear, practical guide designed specifically for agency founders. No spreadsheets required. No accounting degree necessary.
Get Your Free Copy Now
Build the financial engine your agency needs to grow.
This is a testimonial from an agency.
–David O’Neil, Miconex
Still wondering if this is for you?
This playbook is perfect if:
✓ You’re growing, but your bank account says otherwise
✓ You’re busy, but not sure if it’s ‘profitable busy’
✓ You want to understand your finances, but hate the jargon
✓ You’ve outgrown your accountant, but you’re not ready for a CFO
It’s time to get the financial clarity your agency deserves.
Why Agencies Love Ashton McGill
We work with agencies across the UK to help them go from financial chaos to clarity.
Client Story
Yatter's Journey from Startup to Acquisition
"Ashton McGill walked me through everything I needed to know as an entrepreneur." – Gavin Bell, Founder of Yatter
How Yatter transformed from a fledgling idea into a thriving business that caught the attention of acquirers.
