Is This You?

  • Scaling fast and starting to feel stretched

  • Plateauing after years of organic growth

  • At a strategic fork in the road (new services, new hires, new goals)

You’ve got momentum — or mess. Either way, you need more than a spreadsheet. You need a strategic finance partner to help you steer.

What It Is

A 6-month strategic financial program designed to get your business running profitably, predictably, and on your terms.

  • No more reactive decisions based on gut feel

  • No more financial blind spots or surprises

  • No more spreadsheets that don’t talk to your people, plans, or reality

This is not “just” a budget. It’s a leadership tool. A hiring tool. A pricing tool. A business map.

Who It’s For

Designed for agency founders who want to:

  • Lead the business with clarity and control

  • Build a pricing + resourcing model that scales

  • Get confident in future investments and hiring

  • Make their numbers finally make sense

Kathryn Williams leading a workshop on the strategic profit roadmap for agencies, speaking to a boardroom of attendees with a presentation screen behind her.

What You Get Over 6 Months

  • MONTH 1: Financial Deep Dive + Reset

  • Deconstruct your business model across revenue streams, pricing, and resourcing efficiency

  • Identify profit gaps and map a clear path to sustainable margin growth

  • Define commercial targets with full visibility on what it takes to hit them

  • MONTH 2–4: Scenario Modelling + Implementation

  • Pressure-test pricing and delivery models under multiple commercial scenarios

  • Build a live forecast model connected directly to your sales pipeline

  • Embed a strategic rhythm with a consistent weekly performance cadence

  • MONTH 5–6: Operational Alignment + Habits

  • Establish management reporting that drives clarity and accountability

  • Strengthen leadership capability to confidently steer decisions with numbers

  • Deliver a mid-year team narrative that aligns focus and accelerates momentum

Kathryn Williams presenting a keynote on the strategic profit roadmap for agencies at a PwC and 360 event, addressing an audience from stage.

You’ll walk away with:

  • A plug-and-play budget tool built for decision-making

  • A pricing model that protects profit

  • Clarity on what’s next, what’s risky, and what’s worth it

Program Support

  • Build a leadership rhythm where every fortnight drives sharper decisions, stronger margins, and real commercial traction

  • Stay in motion between sessions with direct access, so opportunities are seized and issues are solved in real time

  • Turn your senior leaders into commercially astute operators who take ownership of profit, not just delivery

  • Lift the financial confidence of your wider team, creating a culture where better decisions happen at every level

Kathryn Williams delivering a presentation on the strategic profit roadmap for agencies, engaging an audience in front of a “Good Morning” slide.
Kathryn Williams, financial soulmate for creative agencies, focused on writing notes while working at her desk with a laptop in a black and white photo.

Pricing

6-month program: $6,500 + GST per month. Designed to unlock materially more profit than it costs – with every lever tied to commercial impact. Or $36,000 + GST upfront

  • Only 4 businesses per intake – senior-level focus and meaningful transformation, not surface-level advice

  • Full implementation support, so changes stick, performance improves, and results compound over time

  • This isn’t a course or a one-off engagement – it’s a commercial partnership embedded in your business, accountable for outcomes