OS

The Agency Financial OS

A financial operating system for marketing and creative agencies doing $300K to $5M
10 modules

Most agency owners don't have a profit target. They have a revenue goal and a hope that something's left over.

This is the same system we install for paying clients: profit targets by revenue band, a defensible owner pay number, payroll and software ceilings, a hiring gate, and the checklist that turns all of it into a monthly routine.

Work through it in order, or jump to the module you need.

M1 Agency Profit Engine Agency Profit Margin Benchmarks by Revenue Band M2 Owner Pay System How Much Should an Agency Owner Pay Themselves? M3 Team Pay System Agency Payroll Benchmarks: What Team Cost Should Be M4 Revenue Per Employee (RPE) Revenue Per Employee Benchmarks for Marketing Agencies M5 Hiring Gate When Can Your Agency Afford to Hire? The Hiring Gate M6 Hiring Optimization System Who to Hire First in a Marketing Agency M7 Tax Optimization System Effective Tax Rate Benchmarks for Agency Owners M8 Software Cost System How Much Should an Agency Spend on Software? M9 The Modern Agency Financial Tech Stack M10 Implementation Checklist How to Install a Financial Operating System in Your Agency
Bonus

Agency Financial OS Calculator

Google Sheets: apply the system to your own agency in minutes

A companion Google Sheet runs the math from Modules 1 to 6 automatically. Enter your numbers, get your targets.

Open the Calculator
Free

Get the Agency Financial OS

The full system, the calculator, and a weekly email for agency owners

Drop your email and we will send you the whole thing, plus the Google Sheet that runs the math for you.

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Install this with someone who does it every day

Monthly bookkeeping, Fathom-based financial reporting, and fractional CFO advisory for marketing and creative agencies doing $300K to $5M. Logan works every account.

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