The Agency Profit Audit is a focused analysis of your client profitability, team utilization, and cash position. You get the findings whether or not we ever work together again.
Not because they're careless — because the data lives in three systems and nobody has time to pull it together.
Roughly one in five is losing money, and it's usually the one you'd never fire. We rank every client by contribution margin over twelve months.
Most owners guess 80% and land closer to 65%. At your size, those fifteen points are six figures of gross profit.
Your P&L is a story about the past. A rolling forecast tells you which weeks are tight before payroll makes it obvious.
Retainers priced two years ago now cover twice the scope. We test your rates against what you actually deliver.
Working files, not a slide deck. You keep the models whether or not we continue.
If you move to a monthly retainer within 60 days, 75% of the audit fee is credited against your first three months.
Thirty minutes. We confirm the audit is the right fit, agree what data I need, and set the timeline. No pitch — if it isn't a fit, I'll say so.
Two to three weeks. I work from your accounting system, time tracking, and contracts. One check-in midway if I hit a question only you can answer.
Ninety minutes, live. I walk you through what I found, what it means, and the three things I'd do first. You keep every file we build.
They need to be current, not perfect. If you're a month or two behind, that's normal and I'll work around it. If you're a year behind, we'd do a catch-up engagement first — the audit is only as good as the data underneath it.
No. It's a paid engagement with defined deliverables, and you keep everything whether or not we continue. Plenty of owners take the findings and act on them themselves. If a retainer makes sense I'll say so once, at the findings session, and then leave it with you.
That's usually the point. The audit exists because the answer isn't obvious, and sometimes the answer is that your favourite client is underwater or you're priced 15% too low. I'd rather tell you plainly than soften it.
About three hours total — the scoping call, gathering access and files, one check-in, and the findings session. The analysis is on me.
Seventy-five percent of the audit fee is credited against your first three months on any monthly engagement started within 60 days. Practically, that means the audit costs $500 if you continue.
Yes. The audit is built around project and retainer businesses, so it fits agencies, consultancies, IT firms, architecture practices, and law firms best. Other service businesses in the same revenue range often work too — ask on the scoping call.
No pitch, no pressure. If your situation calls for something smaller — or nothing at all — I'll tell you.
Book Your Scoping Call