Results
Four engagements, written up without names, and the numbers we can substantiatePercentages, multiples and timeframes only, and no client named. No client revenue figures either, because those are theirs and not ours to publish.
Every number on these four pages traces to a monthly close we performed, a report we built, or a recorded conversation with the owner. Every quote is verbatim from a transcript rather than a tidied-up paraphrase.
Three of these engagements are unambiguously good. One is a turnaround still in progress, and that page says so in the owner's own words instead of waiting for a better quarter.
How these pages are written
Five rules, applied to all four.
- No client is named. Every engagement here is anonymised. The numbers, the reports and the quotes are real and traceable to a close we performed or a recorded call; the company names are not published. Putting a client's financial story on the internet under their own name is their decision to make, not a marketing one.
- No client dollar figures. Percentages, multiples, hours, counts and timeframes only. A client's revenue and cash position are theirs.
- Quotes are verbatim or absent. Every quote is a contiguous span from a meeting transcript. Where a client's words were only paraphrased in notes, the page summarises in third person instead of inventing a quote. If a line reads a little rough, that's because it's what was actually said.
- No third-party names. Our clients' clients, staff and contractors stay out of it too.
- The parts that have not worked are on the page. One engagement is mid-turnaround. One report shows a margin ratio moving the wrong way. Both are written up as they are.
What these four have in common
All four are marketing, creative or video agencies. All four run QuickBooks Online as the system of record with a Fathom dashboard on top. All four get a close on a date they can plan around, and reporting extended to whatever question the owner actually has.
Where they differ is cadence and depth. One gets weekly reporting and per-project margin. One gets a monthly close with quarterly forecasting. That difference is the tier, and the tiers are priced on the pricing page.
If you want the frameworks behind all of this before you talk to anyone, the Agency Financial OS is free and covers the benchmarks these engagements are measured against.
Questions
The ones people actually ask on the first callWhy are there no client revenue figures on these pages?
Because they belong to the client. Percentages, multiples, hours, counts and timeframes tell you whether something worked without publishing a private company's revenue, profit or cash position.
Why are the clients not named?
Because the story on each page is a financial story. An owner can clear the use of their name and still not want their margin history indexed under it for the next ten years. Anonymising costs you nothing as a reader, since the numbers and the reports are the same either way, and it costs the client nothing at all.
Are these the only clients you have?
No. These are the four engagements with enough documented material to write up honestly. Several other agencies appear nowhere on the site by choice.
Are the quotes edited?
Trimmed, never rewritten. Each one is a contiguous span from a meeting transcript, so the phrasing is conversational and occasionally untidy. Nothing was smoothed into marketing language, and where a client's words were only paraphrased in notes, the page summarises in third person instead of inventing a quote.
How long before an engagement shows results like these?
The audit month produces the diagnosis and the roadmap. The margin and receivables numbers on these pages accumulated over quarters, not weeks. The one that moved fastest was receivable days, which improved 13 days inside a single month once a weekly report and a written follow-up rule existed.
Next step
A 30-minute call, and you will know whether this fitsMonthly bookkeeping, a Fathom dashboard, and fractional CFO advisory for marketing and creative agencies. Logan works every account, and the rates are published rather than quoted.