The Agency Financial Audit
One month, three working sessions, and a straight answer to the six questions that matter
- 30 days
- 10 deliverables
- $3,000 with an engagement
Most agency owners don't have a profit target. They have a revenue goal and a hope that something's left over.
The short version
- One month. Three working sessions, a fourth if the month calls for it.
- Your agency scored against nine modules, every profit leak sized in annual dollars and ranked.
- A twelve-month forecast, a cash floor, and a 90-day plan.
- $3,950 on its own, $3,000 with an engagement, waived on twelve months.
Ready to stop guessing?
The audit starts every engagement. Thirty minutes tells you whether it's worth yours.
The Agency Financial Audit is how every engagement starts, and it ends with a plan you could hand to someone else and have them run.
The six questions it answers
By the end of the month you'll know
- How profitable am I really?
- How much should I pay myself?
- How much should I be spending on my team?
- Is each team member generating enough revenue?
- Can I hire right now, and who first?
- Which software is draining my margins?
What lands on your desk
Ten deliverables, in three groups.
1 Where you stand today
- 9-Module OS Scorecard. Nine modules scored against your actual numbers.
- Profit Leak Analysis. Every leak sized in annual dollars and ranked by recovery effort.
- Revenue-Band Benchmarking. Profit, owner pay, people cost and revenue per employee against your band.
2 The answers you came for
- The Owner Pay Answer. Your compensation against benchmark, and what the gap is costing you.
- The Hiring Gate Verdict. Three gates, capacity, the model and the plan. A straight yes or no.
- Tech Stack Audit. Every tool and workflow: keep, consolidate, replace, or add.
3 Where you go next
- 12-Month Forecast & Plan. P&L and cash on hand, with milestones at month 3, 6 and 12.
- Three working sessions. Live, in month one, with a fourth if the month calls for it.
- 60-Minute CFO Debrief. A live walkthrough of all of it.
- Team Debrief Session. The same findings, delivered to the people who have to act on them.
The scorecard covers nine modules. The published playbook has ten, and it's free, so read that first if you want to see the frameworks before you pay for anything.
How the month runs
- 1
Access, goals and process
Systems access, what you're building toward, and how money moves today. We set goals at 3, 6 and 12 months across growth, team and owner pay.
- 2
Backwards
Your numbers, scored. The benchmark comparison, the ranked leaks, the owner pay gap, the hiring verdict, and a keep-consolidate-replace-add call on every tool.
- 3
Forward
We open the twelve-month forecast live and walk the year against your goals. Then your cash floor gets set, and the plan: every fix sequenced across 90 days, months 4 to 6, and months 7 to 12, ordered by profit impact.
- 4
Loose ends, only if we need it
The forecast needs a second pass, access is still open, a structural decision is unresolved, or something big landed mid-month.
Two questions from session 1 do most of the work
"What would it take to trust the numbers without checking them yourself?"
"If you had an extra $100K sitting in the account twelve months from now, what would you do with it?"
Six questions, one month, one number.
We'll tell you on the call which of the six is costing you the most right now.
What we need from you to start
What we need when we get started
Eight things, within 3 business days of signing.
- Accounting platform
- Business bank accounts
- Credit cards and spend platform
- Payroll system
- Merchant and payment processors
- Contractor payment platform
- Prior-period financials and tax returns
- Your existing chart of accounts and reports
Read-only where read-only is enough. We'll walk you through each one on the kickoff call rather than sending you a list and hoping.
What it costs
Three ways in, and the cheapest one is the longest commitment.
Audit only
$3,950 one-time
Take the scorecard, the forecast and the plan, and run it yourself. No obligation after.
Audit plus engagement
$3,000 one-time
The audit becomes your first month, so month one is answers rather than setup.
12-month engagement
Most take this
Waived
Commit to the year, the entry fee disappears and your monthly rate locks.
On a twelve-month engagement the audit is free and your monthly rate locks for the term.
The catch, stated plainly
Leave before the twelve months are up, for any reason other than our breach, and the waived $3,000 becomes due. It's a real commitment and it's priced like one.
See the tier rates for what comes after the audit month.
Then the rhythm takes over
When the audit month closes, your tier's cadence starts: monthly financial statements after each close, a dashboard that updates with the close, financial health calls on your tier's schedule, forecast updates with each refresh, and the year-end close and CPA handoff.
Questions
The ones people actually ask on the first call
How long does the Agency Financial Audit take?
One month. It is delivered within the first 30 days of the engagement and runs as three sessions, plus a fourth only if the forecast needs a second pass, access is still open, a structural decision is unresolved, or something significant changed mid-month.
Can I buy the audit without signing up for ongoing work?
Yes. Audit only is $3,950 as a one-time fee and you keep the plan. Bundled with an engagement it drops to $3,000 and becomes your first month, and on a twelve-month commitment it is waived entirely.
What do you mean by sizing a profit leak?
Each leak is quantified in annual dollars and then ranked by how much effort recovery takes, so you work the list in order instead of arguing about which problem feels biggest.
What are the three hiring gates?
Capacity, the model, and the plan. All three have to clear before the answer is yes, and you get a straight verdict rather than a range of options.
Does the audit include a review of my software and tools?
Yes. The tech stack audit gives every tool and workflow one of four calls: keep, consolidate, replace, or add. Each tool gets the same five questions first, including what you would replace tomorrow if switching cost nothing.
Next step
Thirty minutes, and you'll know where you stand
Bring last month's P&L. We'll tell you what it's actually saying about your margin, your owner pay and your next hire. If we're not the right people to fix it, we'll say so on the call.
You bring
Last month's P&L. That's it. No prep, no forms.
We do
Read it live and tell you what it says about margin, owner pay and your next hire.
You leave with
The two or three things worth fixing first, whether or not you hire us.
No deck, no pitch. If we're not the right people for it, we'll say so on the call.