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7 Key Numbers that Impact Cash Flow, Profitability, and Value of Your Agency (PART 1)

Numbers tell stories. In agency ownership’s vast and intricate landscape, they can help us drive action, inspire change, and predict the future. Yet, despite being surrounded by numbers, agency owners still need clarity and transparency about their financials.  If you’re nodding in agreement, this two-part series is for you. What are KPIs? KPIs are quantifiable […]

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Leading Forward: 11 Proactive Steps to Lead Your Agency In Difficult Times

We love working with founders and owners and participating in their journey to grow their businesses. It’s a gratifying experience, but it can also be challenging, especially in recent times.  In the past few years, we have seen it all – crisis, pivots, losses, and sometimes even plain chaos. It’s been a year of change

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Building Financial Confidence: How Regular Tracking Can Fuel Your Agency’s Growth

In the competitive landscape of agency business, one overlooked misstep could be the lack of disciplined financial habits. The absence of regular financial reviews can lead to uninformed decisions, misallocation of resources, and missed growth opportunities. It’s not just about recording numbers; it’s about understanding those numbers and making them work for you. A regular

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Get A Handle on Your Finances in Only 30 Minutes A Week

Running a successful B2B business isn’t just about innovation and marketing; it’s about managing finances in a way that propels your business forward.  Do you waste your time creating invoices, receipts, processing these, and conducting follow-ups – manually? Or maybe, you still manually track each transaction or payment in your Excel sheet? It’s common to

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Charting the Course: A Financial Planning Guide for 6 & 7 Figure Agency Owners

As a thriving agency owner, steering through the complex maze of numbers is no small feat. It’s an ecosystem teeming with bills, expenses, forecasts, and reports that may drain your business if left unaddressed. Yet, a clear financial road map not only steers your business in the right direction but fuels growth and innovation.   

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The OKR Goal Setting Framework – What Is It And How Can You Use it When Setting Goals for Your Agency

Positioning a business for growth isn’t easy. It takes a combination of knowledge, skill, and focus at all levels. Business leaders have the hard task of getting everyone aligned with the big picture vision of the company. To do that, every person in a leadership position needs a good blueprint or plan. Some frameworks excel

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How to Choose the Right Virtual Bookkeeper for Your Small Business

Most small business owners are familiar with the idea of a traditional on-site bookkeeper, but could your business benefit from hiring a virtual one instead?  There are many benefits to hiring a virtual bookkeeper, since you will receive all of the same services but without the limitations imposed by location and set office hours.  Let’s

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4 Ways Your Agency Can Boost Profitability (even during tough economic times)

There’s no denying that the covid-19 pandemic has been a difficult time for many enterprises. If the past year or so has proven anything, it’s that the agile organisations are the ones who are set to survive. There are ways you can boost profitability during these uncertain times, and it’s not all about cutting costs,

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