Join now
News

WEBINAR: Ready to Scale? The 5 Finance Foundations You Need First

Workshop

25th Feb 2026

12:00

-

13:00

Online

News

>by Rocksteady Finance

If you run a marketing, PR, digital or creative agency with a turnover of £750k-£2M, chances are your finance function was built when you were half the size you are now.

You’ve got a bookkeeper, maybe an accountant who does your annual returns and a nagging feeling that you don’t have enough clarity over your finances.

You’re not alone. Most agencies at your stage are running on a finance setup designed for a much smaller business, and you might wonder why it’s holding you back.

In part one of our 3-part workshop series, we give you the diagnostic framework to see exactly where you stand now and what needs to change.

We won’t just explain the theory, but we will walk you through a process to help you identify what this looks like for YOUR agency.

What you’ll learn:

1. The 7 signs your agency has outgrown its finance setup.

2. The 5 finance foundations you need to put in place and what a “good financial structure” looks like if your agency is generating a £750k, £1M, £1.5M or £2M+ turnover.

3. The “Finance Health Check” framework we use with clients (with live walkthrough).

4. How to score yourself across the 3 pillars of agency finance.

5. Case Study: What a 3/10 agency finance set up looks like vs. a 9/10.

6. Time for Q&A

What you’ll leave with:

  • A clear diagnosis of where your finance function is now and where it’s broken.
  • The Finance Health Check Scorecard, financial self-assessment tool that will give you an understanding of the order things need to change and actions to take straight away.
  • Clarity on whether you’re ready to scale or do you need to put some financial foundations in place first.
  • Exclusive tools, templates and watch live BONUS.

Who it’s for: Founders and leaders of marketing, digital, PR, creative and communication agencies with a £750k-£2m turnover who:

  • Suspect their finance setup isn’t where it should be.
  • Are tired of guessing and want a clear action plan of what to change.
  • Understand what the “best in class” agencies are doing

Brought to you by Rocksteady Finance – we’ve worked alongside 40+ agency finance functions and know exactly what it takes to successfully scale.

Book now
Member

About Rocksteady Finance

Your Virtual Finance Team: We bring financial direction and guidance to ambitious agency owners.

Related Events