Your money, your team, your clients, your mission: they all have powerful meaning to us. We treat every scenario like it’s our own because, behind our cool exteriors, we care deeply about service to others. If we wouldn’t employ a practice within our company or our own lives, we won’t ask you to.
Next, we define what success means for you and create the blueprint to get you there. We’ll outline the specific goals of your business and determine what metrics need tracking along the way. Additionally, we’ll outline frameworks for prudent cash reserves, tax planning, budget, and other scenarios.
Now we build out a dashboard for goal traction and financial health.This dashboard serves as your profit roadmap; as we move forward we’ll survey where you stand against the blueprint, charting where you need to go next. We’ll work together to make sure your agency’s financial footing remains firm.
Your dedicated Finance Team is accessible via Slack and email, ready to answer any critical questions or talk about Coach Beard’s best lines from the most recent Ted Lasso season.