The Two Systems for Profitability
Agencies rely on two critical systems to track and improve profitability:
Financial
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Your financial system tracks cash activity
ensuring you know where money is coming from, where it’s going, and how it impacts profitability, so you can manage your agency’s financial health.
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Time-Tracking
Your time tracking system reveals operational activity, showing where time is spent, how efficiently it’s used, and whether projects stay profitable, so you can scale smarter and in control of your profitability
Operations Meets Financials
Your time tracking shows how work happens, your financials show how money moves.
By connecting hours, costs, and revenue, you gain clear insights into profitability, pricing, and team efficiency.
Our Profit Process
We take a data-first approach to agency profitability, giving you the insights needed to make smarter pricing, team, and financial decisions.
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Setup & Structure
We ensure your financial and time tracking data is structured properly so you have accurate, reliable numbers to work with.
By the end of this step:
You’ll get clean, organized financial and time tracking system with accurate data.
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Analyze & Identify
We analyze your team’s time, costs, and revenue to reveal where profit is made, lost, or left on the table.
By the end of this step:
You’ll get a clear picture of where your agency is losing profit and where to improve.
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Optimize & Adjust
We provide clear, strategic guidance so you can optimize pricing, team efficiency, and profitability.
By the end of this step:
Actionable strategies to boost efficiency, optimize your team, and maximize profitability.
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Profit & Scale
With better insights and smarter decisions, you’ll increase profitability, reduce wasted costs, and confidently scale your agency.
By the end of this step:
A data-backed plan to grow profitably with confidence.
What To Expect
Getting results isn’t just about looking at the numbers. It’s about making real changes that improve your agency’s profitability.
A Commitment to Data – To get clear insights, you need accurate data. If you don’t have a time-tracking system, we’ll help you choose one and set it up. If your bookkeeping is messy, we’ll clean it up - but ongoing accuracy is key.
Openness to Change – Profitability comes from smart decisions, and that sometimes means adjusting how your team tracks time, scopes projects, or sets prices. We’ll guide you through changes that make sense for your agency.
Implementation, Not Just Insights – We don’t just hand over reports—we work with you to make your data actionable. That means testing new pricing strategies, improving efficiency, and refining your processes.
A Collaborative Approach – We’re here to support you, but the best results happen when agency owners are engaged in the process. Expect regular check-ins, strategic discussions, and insights you can use.