Your agency is growing.
Your margins aren't.
Most $1M–$2M agencies have 3–7% margin leakage happening quietly through payroll scaling,
service mix distortion, and misclassified delivery costs. We find it in 7 days.
WHAT’S INSIDE THE AUDIT
The 7-Day Agency Financial Diagnostic
A structured, flat-fee engagement that exposes exactly where margin is leaking
— and gives you a 90-day roadmap to close the gaps.
- Margin recalculation by service line
- Payroll efficiency & utilization breakdown
- Revenue-per-employee analysis
- Client concentration risk assessment
- Cash runway & AR cycle review
- 90-Day Financial Control Roadmap
$1,250 flat fee · 7-day turnaround
Not ready to commit? Take the free scorecard first
3–7%
$82K
7
55
Revenue growth can hide a financial structure that's breaking.
Most agency founders hitting $1M–$2M feel something is off — cash feels tighter than the revenue number suggests, payroll is climbing faster than profits, and the books don’t tell the whole story.
That’s not a revenue problem. That’s a financial architecture problem. And it gets worse the faster you grow.
Payroll Scaling Without Structure
Hiring ahead of utilization compresses margin quietly. Most agencies don’t see it until cash pressure forces the conversation.
Service Mix Distortion
Retainers expand through scope creep without price adjustment. Your growth becomes dilution you can’t see in the top line.
Misclassified Delivery Costs
Contractors in OpEx, delivery software miscategorized, ad spend flowing incorrectly — false margin creates false confidence.
Client Concentration Risk
When 60% of revenue comes from 2 clients, you don’t have growth. You have exposure that no dashboard is flagging.
Built for operations-minded agency founders.
If you’re running a performance, growth, or digital marketing agency at the $1M–$2M stage with 8–15 employees
and feeling margin pressure, this was designed specifically for you.
You're scaling, but cash feels tight
Revenue is growing and the bank account still surprises you. You know something is misaligned — you just can’t isolate it from the books you have.
You're hiring but margins are flat
Delivery team is busy, utilization looks fine on the surface, but profitability isn’t moving. Hiring isn’t the problem. Structure is.
You're ready for financial clarity
You’ve outgrown DIY bookkeeping but aren’t ready for Big 4 overhead. You want someone who thinks like an operator, not a vendor.
Everything you need to see where margin is going
— and how to take it back.
Service-Line Margin Recalculation
We rebuild your margin by service line — not just total gross margin. You’ll see exactly which retainers, projects, and service types are profitable and which are eroding the rest.
Payroll Ratio & Utilization Breakdown
Payroll above 55% of revenue is a warning sign. We analyze the ratio, compare to utilization estimates, and flag where headcount is outpacing revenue capacity.
Revenue-Per-Employee Analysis
The $150K–$250K per-employee benchmark tells you exactly where your capacity ceiling is. We calculate yours and show you the gap between where you are and where you should be.
Client Concentration Assessment
If two clients represent 60%+ of revenue, that’s concentration risk your P&L isn’t showing. We surface it, quantify it, and show you what diversification targets look like.
Cash Runway & AR Cycle Review
Cash stress at $1.8M usually means AR is slow, payroll scaled too fast, or margin is misclassified. We identify which of the three is creating the pressure and build a clear picture of runway.
90-Day Financial Control Roadmap
Not a report you file away. A prioritized 90-day action plan that tells you exactly what to fix, in what order, to stabilize margins and build the financial architecture your next stage requires.
What the audit finds — and what it's worth.
These aren’t projections. They’re outcomes from structured agency financial diagnostics.
$82K/yr
Performance Agency · $1.8M Revenue
4.6% margin distortion identified from misclassified delivery costs. Contractor compensation buried in OpEx was inflating gross margin by six figures annually.
+11%
Growth Agency · $1.3M Revenue · 12 Employees
Revenue per employee was $108K — well below benchmark. Audit identified two service lines running negative contribution margin. Restructured within 60 days.
3 Months
Digital Agency · $1.6M Revenue
Cash runway extended from 6 to 9 weeks through AR cycle correction and payroll timing adjustment — without cutting headcount or losing a client.
Simple, structured, and finished in 7 days.
Intake & Access
You complete a structured intake form and provide read-only QuickBooks Online access. We review everything before Day 2.
Diagnostic Analysis
We run the full margin recalculation, payroll analysis, utilization estimate, concentration review, and cash position assessment.
Roadmap Build
We construct your 90-day Financial Control Roadmap — prioritized by impact, not complexity.
Delivery & Debrief
Full written report delivered with a live 60-minute debrief call. You leave with clarity and a clear next step.
Stop guessing about margin.
Get the architecture that shows you.
Flat fee. Seven days. One clear deliverable.
Know exactly where your margin is going and what to do about it.
Not ready to commit? Take the free scorecard first