What’s Included:

See exactly how your agency is performing – every day, not 10 days after month-end

Imagine having visual key-driver dashboards that show exactly how your agency is performing against plan, in real time.

No more waiting for month-end reports. No more guessing whether you’ll hit your revenue or profit target. No more making hiring, pricing or investment decisions without the facts.

Over four weeks, Kathryn works alongside you as your CFO to build a profit-target budget, a dynamic rolling forecast linked to your pipeline, and a customised dashboard that tracks the metrics that matter most. You’ll have complete visibility over revenue, billings, utilisation, gross profit, pipeline, cash flow and EBITDA—so you can identify issues early and take action before they impact results.

By the end of the program, you’ll have a connected financial management system that gives you confidence in your numbers, clarity on the drivers of profit, and a practical roadmap for achieving your financial goals.

  • Weekly 60-Minute Sessions

  • Deep-dive financial audit

  • Restructure of your chart of accounts

  • Custom Financial Dashboard

  • Strategic Action Plan

  • Profit clarity + tools you can use forever

$6,000.00Add to cart

Why You Need This:

You can’t grow if your finances are a mess. 4 weeks with Kathryn on your team is the fix.

What You Walk Away With:

  • Know today if you’re on track to hit your profit target

  • See exactly how your agency is performing against plan

  • Make confident decisions without waiting for month-end reports

  • Eliminate financial guesswork and uncertainty

  • a scalable roadmap for profitable growth
  • a CFO-quality financial system you can use forever

One month of CFO leadership to turn financial uncertainty into profit clarity

$6,000.00Add to cart

Kathryn Williams delivering a keynote presentation on the Mini CFO program for agencies, standing on stage in a vibrant red suit during a professional conference.