Agency Finance Health Check Find out where your money is going
12 questions. 3 minutes. Find out exactly where your agency is leaking money — and what to do about it.
Question 1 of 12
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1
Pricing & Rates
How do you typically price your projects?
When did you last review and increase your rates?
Do you track how profitable each project actually was after it finished?
2
Cash Flow & Billing
How do you structure payment terms with clients?
How often do you have outstanding invoices more than 30 days overdue?
How far ahead can you predict your incoming revenue?
3
Scope & Boundaries
How do you handle scope creep when clients ask for "just one more thing"?
Do your proposals or contracts clearly define what is not included?
4
Business Finances
Do you know your monthly break-even figure — the minimum you must earn to cover all costs?
How would you describe your relationship with your numbers day to day?
Do you pay yourself a consistent salary or take ad-hoc drawings when cash is available?
Do you have a financial buffer (savings) for the business — at least 1–2 months of operating costs?
Answer all 12 questions to see your score
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Your breakdown by category
Pricing & Rates
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Cash Flow
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Scope Boundaries
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Business Finances
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Your top priorities
Ready to fix this — properly?
I help creative agencies like yours build the financial systems and processes to stop leaking money and start running with confidence. Let's talk about what that looks like for you.
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