Almost no agency owner got into the agency world for their passion for bookkeeping. And if you did — great! You’re several steps ahead of most of us. But the reality is, most of us are just happy to keep cash in the bank for payroll and probably aren’t looking at the finances as much as we should be. 

Sandy Catour joined me this week to share why we should rewire this habit. Agency owners should be just as involved with the agency finances as their finance and accounting teams, and they should be in frequent communication with one another. 

Without a good understanding of your cash forecast, how your money is being spent, and where you’re losing the most profit, it’s impossible to run the agency by the numbers and keep a good handle on where all your money is going. 

So join us to get a realistic look at what agency owners should care about the most in the agency financial reports and what they can talk to their finance teams more openly and honestly about in 2025.  

A big thank you to our podcast’s presenting sponsor, White Label IQ. They’re an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• How an agency owner should approach agency finances

• How agency finance conversations differ between small and medium agencies

• What financial reports you should be looking at as an agency owner

• Knowing how to price and how to find profit black holes in the numbers

• How agency owners should think about the financial roles in their company and how they serve the agency

• How to communicate well with your financial team

• What monthly financial meetings should look like with your accountants, bookkeepers, or other finance team members

• Getting an accounting person to put together a cash forecast and what that should look like