your ticket to profit
Four weeks to implement the financial foundations your agency needs to scale with flavor.
The next round is coming Spring 2026 - will you be there?
GET ON THE WAITLIST
you don't need:
You just need to add vanilla.
What if you wanted a chocolate cake and you decided to leave out the vanilla?
And then it just doesn't taste right.
So you add some more chocolate chips and it still doesn't taste right.
So you add more sugar and that still doesn't work.
It's the vanilla. You need the vanilla. It's the literal foundation of everything delicious and the delulu marketing gurus have been telling you to leave it out for years.
whoever told you to be less vanilla was seriously disturbed.
I KNOW IT FEELS LIKE YOU NEED TO BURN IT ALL DOWN AND START OVER.
For four years I’ve worked with agency owners who'd come to me burnt out and exhausted. They were over the grind and wanted to start over. And some did.
• Scaled to a quarter million or more in a short amount of time
• Kicked ass hard and fast
• Are industry leaders who are burnt out
• Were over the grind and wanted to change their situation
I noticed a pattern amongst my clients. They all:
My clients all grew their agencies so quickly that there just wasn’t time to implement a financial strategy - aka forgot the vanilla in their chocolate cake - and kept wondering why they were making money but feeling overwhelmed every single month when there wasn't enough for everything.
scaling too quickly can be a problem.
INSTEAD, YOU'll:
• Drop Karen from your client roster because you're confident her 5AM texts can GTFO of your inbox.
• Have a plan for your agency's finances that doesn't involve accepting low ball Nancy as a client.
• Go shopping for office vibes and know it's in your budget.
• Have confidence that you've laid the foundation for solid financial growth.
YOU'RE NO longer PLAYING THE CUTE LITTLE GAME WHERE YOU HAVE PANIC ATTACKS IN THE BATHROOM EVERY MONTH BECAUSE YOU'RE STRESSED ABOUT HOW YOU'RE GOING TO KEEP UP WITH THE PACE YOU ACCIDENTALLY SET FOR YOURSELF AND ARE YOU EVER GOING TO BE ABLE TO RELAX AGAIN.
VANILLA
THE
A FOUR WEEK WORKSHOP WHERE I TEACH YOU EVERYTHING YOU NEED TO KNOW ABOUT BUILDING FOUNDATIONS IN YOUR AGENCY - WITHOUT ANY OF THE BULLSHIT THAT YOU DON'T NEED.
AGENCY TOUR
YOU'LL LEARN THINGS LIKE:
• What forms to collect from your contractors when you onboard them and how should you pay them.
• Where can you find your profit and loss report and how to read it.
• Why your bank statement feels confusing and what you need to know.
• How to set goals for your agency and how to budget for them.
• How much should you be saving for taxes vs spending on software.
• Why it feels like you never have any money but you just had your highest month yet (and how to fix it).
• How to price your offers so they actually make you money.
• And really, so much more
IT'S GOING DOWN FOR REAL IN JUST FOUR weeks
At Recorded Bookkeeping, we believe that the foundation is most important - so we're spending a month together to get your foundation solid AF so you can scale and maintain with confidence.
Each week you'll get a 90-minute workshop where I'll teach you all about the topic of the week and answer questions related to that topic for the last 30 minutes. For the remainder of the week, you'll have access to ask questions via our community chat.
taking the ick out of quickbooks and teaching you exactly what you need and where to find it
creating systems for onboarding contractors and employees - including what paperwork you need
we're going to marie condo your online storage systems and make things easier for you
Your income, expenses and offers are getting a dose of botox so we can meet your goals.
Planning for profit, debt payment, tax savings and redistributing cash-ola to where it should be.
how much should you be charging for your offers and in turn paying out to contractors/employees?
teaching you all about your budget, what to do with it and why it's important.
wtf is cash flow and why does it feel like you never have any?
how do your offers work with your budget and are your payment plans working for cash flow
It's time to implement!
Final questions and hot seat coaching
Tweaking and twerking (jk) - gotta make sure everything's working. If it's not - we'll fix it!
The Vanilla Agency Tour
Need more support? The Vanilla Agency Tour gives you the opportunity to upgrade your ticket.
If there’s one thing I’ve learned, it’s that you can only scale to a certain level without the proper financial foundations in place.
You’re already an industry leader with clients lined up to work with you, mentees pounding at your door to learn the ways of your business and a team that rocks your socks, but....you're still kinda sorta sad when you sit down at your computer to work every day. You're stuck sending all the proposals managing your team and wondering where all your hard earned money went.
And you're over it.
You're ready to get back to the creative.
You're ready to outsource.
You're ready to make this agency everything you thought it would be.
You have questions, we have answers. Have a question that you don't see listed below? Send us an email: hello@recordedbookkeeping.com
The Vanilla Agency Tour is a four week intensive workshop where we build the financial foundations for your agency.
You'll be given all the information you need to have a solid foundation you can scale an agency upon.
Each week will build on the week before and we'll end with a shorter workshop combined with hot seat coaching.
The Vanilla Agency Tour is for any creative agency owner who feels they could benefit from stronger financial foundations.
Whether you're just starting out and want to get a head start, or you've been in business for a while and have a multi-six-figure agency – there foundations are the same. Just like whether you're making a chocolate souffle or a batch of brownies – the vanilla is the same.
And no, chat GPT didn't write this. I like a proper em dash.
No, there's not any 1:1 support during The Vanilla Agency Tour but...
We'll have a full 90 minutes each week and the last 30-45 minutes will be reserved for questions, or working independently with my still to help.
If you feel like you want more support after our four weeks are up, you can upgrade your ticket to VIP or Backstage Pass.
Due to the nature of this product there will be no refunds issued.
The Vanilla Agency Tour is designed to require engagement from you, the owner of your agency.
You are responsible for everything that happens in your agency, so understanding the foundations of your finances is crucial to your decision making. Once you have that understanding, you can outsource with confidence.
If you can't make it live, no problem! Replays will be sent directly to your inbox.
If you think you won't have the energy/time/discipline to give to this during the four week period of time, then I'd recommend waiting until the next cohort.
I never want anyone to spend money on something that goes to a google drive graveyard.