Agency Audit – Actions speak louder than words

A high performing business reviews overarching goals and performance every year – learning, tweaking, recalibrating, identifying improvements, efficiency and effectiveness opportunities.

The Agency Audit and Financial Health Check workshop is a forensic debate with you and your team, focusing on:

  • Agency objectives
  • Budget/Forecast
  • Pricing models
  • Sales and revenue pipeline
  • Client engagement
  • Job profitability
  • Financial Reporting – content and routines
  • Industry benchmarks and trends
  • Job management tools

Kathryn ‘reads’ your Profit and Loss Statement and Balance Sheet Report like a book – providing a Chief Financial Officer Report professional opinion with clear practical action points of where there are opportunities and how to improve the way your agency manages its financials.

This highly inspiring commercial workshop will stimulate your thinking, challenge the status quo, and stretch everyone in the room to ask: “what else?” and “how can we do it better?”.

Go further and harness the learnings from this analytical work, and engage Kathryn to ensure that your budget sets the right targets and milestones to guarantee profit and growth.


I thought I knew everything about my agency, but Kathryn’s Agency Audit workshop and post mortem style financial analysis report revealed some ‘holes in my bucket’, and provided a great step by step action plan to train the team to put processes in place to plug the holes.
Managing Director
The Kathryn’s Mint Agency Audit and Financial Analysis Report is a comprehensive immersion program, which we participate in every year – to give us the best chance to review, reflect on our achievements; and to plan and schedule our business improvements and targets for the year ahead.
Finance Director