The Financial Roadmap Package: Unlock Your Agency's Path to Financial Stability
The Financial Roadmap is your business’ trusted companion and financial command centre, providing you with the CEO tools and guidance you need to make smart financial decisions.
Through diving deep into four core areas, Fractional CFO Jacinthe Koddo will develop a customized financial roadmap tailored to your agency's specific needs.
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By defining your financial vision as a business owner, the Financial Roadmap will be designed to achieve that vision. We’ll also review your current scoping and project pricing practices in order to design a scoping calculator grounded in project profitability, that you can use on every project forevermore.
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We’ll gather information to establish how much you currently have in your sales pipeline and in signed contracts which allows us to make assumptions about how much cash your business can rely upon to spend on operating expenses, hiring people, and your CEO salary.
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We’ll confirm information about what your core operating expenses are (such as rent, utilities, marketing, software, wages) to establish your operating budget, and analyse how quickly your clients are paying you and how fast cash is leaving your bank account. This will allow the Financial Roadmap to predict your agency's monthly cash flow and ongoing profitability.
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We’ll establish the financial calendar for your business, clearly outlining what you need to do to manage your business’ finances monthly, quarterly and annually so you’re always one step ahead of tax deadlines, and strategically forecasting your net profit and cashflow.
Solve the Financial Puzzle with Confidence and Ease
Are you a creative agency owner struggling to navigate the complex world of finance?
Do you find it challenging to set realistic revenue goals, manage expenses effectively, and understand your cash situation?
Introducing the Financial Roadmap, the ultimate solution designed exclusively for creative agency owners like you.
Untangle the Financial Knot
Price your services strategically.
Reach your revenue goals.
Effectively manage your operating expenses, plan for hiring and what you can invest in marketing initiatives.
Never be surprised by your tax bill again!
Reap the Rewards
By implementing and leveraging a Financial Roadmap, you can transform your agency's financial landscape and reap remarkable rewards, just like our clients.
Don't let financial uncertainties drain your energy and jeopardize your financial stability.
Imagine what could happen if you continue to struggle with your agency's finances. As the owner, you are the one who fixes everything, losing sleep over ALL the problems that arise.
The burden of hand-holding everyone and feeling exhausted takes a toll on your well-being, hindering your ability to focus on the creative aspects of your agency. Without the Financial Roadmap in place, the weight of financial mismanagement may continue to drain your energy, blocking your agency's growth. This can leave you without enough cash to pay your taxes, leading to penalties and potential legal issues.
Additionally, you may find yourself struggling with slow-paying clients, resulting in unforeseen cash crunches that interrupt your agency's ability to pay future staff and yourself on time. Don't let these financial pitfalls impede your progress and put your agency's financial stability at risk.
Your Path to Success Starts Here
With the Financial Roadmap, you'll receive more than just guidance.
Our comprehensive package includes:
One to Two 90 minutes sessions to deep dive into the four core areas mentioned above and tailor your business’ Financial Roadmap.
Itemized checklist of documents and financial reports to provide Koddo & Co. in advance of the half day deep dive.
Google Sheets/Excel workbook with 12 month rolling financial model including:
Detailed project profit scoping calculator.
Rolling 12-month sales forecast and booked revenue tracker.
Rolling 12-month Profit & Loss / Operating Budget forecast.
Rolling 12-month Cashflow Forecast.
Rolling 12-month Hiring Forecast.
Monthly Financial Planning Schedule
Your Investment
We understand that investing in your agency's financial future is a significant decision. That's why the Financial Roadmap package is just $5,000* (+ applicable taxes), offering exceptional value for this foundational financial management tool.
*A two instalment payment plan is available.
Wondering Happens After the Financial Roadmap?
Now, it's time to monitor your business’ profit and cashflow!
You have the option to engage our Monthly Fractional CFO services to continue building upon the foundation we've established and unlock even greater success for your agency.
Through regular monthly meetings, we’ll leverage the Financial Roadmap to evaluate budget vs. actuals, and make financially-informed decisions that leave you with peace of mind and less stress!
Stabilize Your Agency's Financial Future Today
Take the first step towards financial clarity, growth, and success by securing your spot in the Financial Roadmap program.
Our proven methodology, combined with our friendly, approachable, and extremely trustworthy approach, guarantees an experience that will transform the way you manage your agency's finances.
Don't let financial challenges hold your creative agency back. Invest in your agency's future today and reap the rewards of a solid financial foundation.