What You Can Expect When You Sign Up For One of Our Packages

Results Without the Guesswork

If you're considering outsourcing your agency’s financial function, you probably want to know one thing:

What can I realistically expect if I work with you?

While we’re just launching our signature advisory offer, we’re not new to this work. We've already helped hundreds of clients with compliance and bookkeeping, and more than 176 of them have left us 5-star reviews.

What we’re offering now is a step up: proactive, strategic, advisory-led support designed specifically for agency growth.

So in the absence of formal advisory case studies, this article will walk you through exactly what you can expect from us from the moment we start working together.

Phase 1: Financial Foundations (Weeks 1–4)

• We start with a full diagnostic of your current financial systems

• We identify gaps, clean up your data, and ensure everything is accurate

• We implement tools (like Xero, Fathom or Float) that give visibility

• You get your first simple, understandable monthly report

✅ By the end of this phase, your numbers will make sense and you’ll know where to focus.

Phase 2: Clarity & Control (Weeks 5–12)

• We introduce cashflow forecasting and client/project profitability insights

• You receive monthly reports tailored to your growth goals

• We meet regularly to help interpret results and tweak strategy

✅ You’ll move from reacting to planning, and gain confidence in your decisions.

Phase 3: Strategic Growth Support (Ongoing)

• Quarterly board packs and performance reviews

• Margin analysis, pricing insight, and scenario planning

• Accountability and strategic financial guidance

✅ This is where we shift from service provider to growth partner.

Real Feedback From Our Compliance Clients

While our advisory programme is new, here’s what clients say about working with us:

⭐⭐⭐⭐⭐ “They helped us organise our finances in a way no one else has.”
⭐⭐⭐⭐⭐ “Responsive, knowledgeable, and genuinely care about our business.”
⭐⭐⭐⭐⭐ “It’s the first time we’ve felt in control of our numbers.”

The same care, clarity, and professionalism we brought to compliance is exactly what we’re building into this next level of support.

Common Results You Can Expect (Based on Agency Needs)

While each agency is different, here’s what we aim for:

• Greater profit visibility

• Early warning of cash issues

• More confident pricing decisions

• Less founder time spent buried in spreadsheets

• A system that scales with your business

Is This Right for You?

If you’ve grown past DIY bookkeeping or you’re working with a general accountant who’s reactive instead of proactive, this programme is for you.

You don’t need to figure this out alone. We’ll help you build a financial system that frees you up and helps you grow with purpose.

Let’s talk about your agency and whether our advisory support could help. No pressure, just clarity.