create your
budget & cash flow planning FOR THE AGENCY OWNER WHO WANTS TO CONFIDENTLY BUY THAT CONFERENCE TICKET WITHOUT STRESSING ABOUT IT.
bassline
finally create the space for growth, sustainability, and profitability you've been dreaming of
finally create the space for growth, sustainability, and profitability you've been dreaming of
get clarity on the money coming in and out of your business.
Dive deep into your financials, set achievable goals, and make sure your budget aligns with your ambitions
You know that feeling when you finally start making $10K months but when you check your bank account at the end of the month you’re left with $100 and a new eye twitch?
We can solve that with cash flow monitoring.
You know that feeling when you finally start making $10K months but when you check your bank account at the end of the month you’re left with $100 and a new eye twitch?
We can solve that with cash flow monitoring.
You’re just a couple tweaks away from being eye twitch free.
take your financials to the next level.
because establishing a solid cash flow is the foundation of your budget.
Ever wonder how much you should actually be spending—and where? Or when it’s the right time to run payroll? Or how much profit your offer is really pulling in?
We’ll help you map out a strategy that keeps the money flowing (and the eye-twitch at bay).
Ever wonder how much you should actually be spending—and where? Or when it’s the right time to run payroll? Or how much profit your offer is really pulling in?
We’ll help you map out a strategy that keeps the money flowing (and the eye-twitch at bay).
Know exactly where your money is going
Click "pay now" without thinking twice
Build your dream agency
If you’re ready to...
it's time to set your bassline.
Personalized for your creative agency by a fractional cfo who understands the marketing agency world.
budget & cash flow planning for Creative Agencies
...and actually wants you to spend your money on things that add value to your life.
because you didn't build this agency to stress yourself out.
what you get:
budget and cash flow planning
Budget Tracker Spreadsheet
Cash Flow Template
12-Month Financial Forecast
Personalized Financial Strategy
apply now
for $997
don't leave money on the table.
get started
Crank up your opportunity, remix your financials, and take control of your business.
Note: This VIP week is only available to those who are serious about their financial health. An application process is required to ensure your bookkeeping is up-to-date, and we can dive deep into your numbers with the clarity we need.
Crank up your opportunity, remix your financials, and take control of your business.
Note: This VIP week is only available to those who are serious about their financial health. An application process is required to ensure your bookkeeping is up-to-date, and we can dive deep into your numbers with the clarity we need.
01
Onboarding
Choose your date, pay your invoice and fill out your very in-depth questionnaire. Then we’ll send you your to-do list.
02
VIP Week
Yay! It’s time to par-tay! We’ll meet on your Monday and then my team and I will get to work on our very best party tricks - getting your books in order, your budget running smoothly or your offers priced for profit.
03
After Party
After the party is the after party. You get one work week of support for any questions and troubleshooting.
how it works
FAQs
Which one is for me?
It depends on the needs of your agency. If you have no bookkeeping systems in place, or you’ve neglected those systems and need them cleaned up, then Systems in a Week is for you. If you’d like additional support with pricing or figuring out where to allocate your money, then either the Budget and Cash Flow week or the Pricing Playlist would work for you.
What’s the time line?
No matter which VIP week you choose, we’ll start on a Monday and you’ll get deliverables by the following Monday. The entire next week is for troubleshooting and questions. That means you get a total of two weeks of support.
How will we communicate?
You’ll get your very own private Slack channel for communication during the week. You’ll also get an email explaining everything I need from you before we get started.
Are there payment plans available?
Yes, there are payment plans up to four months available.
Do I need to have my sh** together?
Not for systems in a week! We actually prefer things to be in their natural state when we go in for a systems in a week. For pricing playlist and budget and cash flow, yes, we’d recommend there to be systems in place and numbers and reports available.
