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:
Who it’s for: Founders and leaders of marketing, digital, PR, creative and communication agencies with a £750k-£2m turnover who:
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
Your Virtual Finance Team: We bring financial direction and guidance to ambitious agency owners.
Offline Hangout
19:00
-21:15
UNIT8 Studios
At UNIT8 Studios, you’ll spend the first 45 minutes reading a book, sketching or journaling… connecting with yourself in peace. And then the following hour is spent getting to know likeminded people through tabletop games, puzzles and writing activities.
WEBINAR: Ready to Scale? The 5 Finance Foundations You Need First
12:00
-13:00
Online
Workshop
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.
Understanding Agency Finance – 30% off for BCI members
9:30
-13:00
Online
Workshop
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