Guides & Cheat Sheets
August 22, 2025
March 28, 2024

Free Finance Cheat Sheet for Agencies

When to hire new employees? How can you strategically manage cash flow, plan revenue, and ensure you have enough capacity for new projects?

If you run an agency, we bet that you have asked these questions and are well aware that financial planning is crucial for maintaining your company’s financial position, improving profitability, and ensuring business success.

To help you make informed decisions, we’ve created a finance cheat sheet based on our experience working with over 100 agencies.

Inside, you’ll find:

  • Benchmarks for agency performance
  • Valuation insights — understand your agency’s worth
  • Weekly & Monthly CEO Key Metrics for tracking financial health
  • Key concepts and financial formulas for better planning
  • Essential accounting terms every agency owner should know
  • Profitability strategies to boost revenue and efficiency
  • Whether you need to work on your cash flow, analyze your income statement, or assess your balance sheet, this cheat sheet is the perfect starting point.

    📥 Download your copy now and take control of your financial statements, optimize financial reporting, and achieve long-term growth!

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