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.
Epoch Talks | Limited Edition: A Guide to Effectiveness
9am
-10am
Online
Talk
Discover how limited edition campaigns can strengthen brand loyalty, create cultural relevance and turn everyday products into memorable brand experiences. Using award-winning case studies, this session will explore what makes a successful limited edition, from building excitement and exclusivity to generating buzz, driving engagement and reinforcing brand storytelling.
Creative Networking: Forest of Dean Edition
7.30pm
-9pm
The Forest Brewery, Aylburton, GL15 6BU
Networking
Join local creatives in the Forest of Dean this summer for fun networking, inspiration, and fresh ideas!
Bristol Creative Industries Members’ Lunch
12.30pm
-2.30pm
The Square Club, 15 Berkeley Square, Bristol, BS8 1HB
BCI Networking
The BCI members’ lunch is an opportunity for a small group of members to connect and exchange information about their businesses. The BCI team chair and host the session which is open to all current members.
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