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What we know about agency finances.

Practical thinking on profit, pricing, margins and what the numbers really mean for agency founders.

Strategy · 11 min read

Agency Staff Equity: When and How to Offer Shares to Key Employees

This guide explains how to use agency staff equity as a strategic tool. You'll learn the right time to offer shares to key employees, the different types of share schemes available, and how to structure them to protect your agency's value. Get practical steps to implement a plan that motivates your team and supports long-term growth.

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Tax · 11 min read

Tax-Free Benefits for Agency Staff: The Complete List

This guide details every HMRC-approved tax-free benefit you can offer agency staff, from trivial gifts to pension contributions. You'll learn how to structure a competitive benefits package that attracts talent and improves retention, all while managing your agency's tax position efficiently. Implement these perks to boost team morale and your agency's financial health.

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Strategy · 11 min read

Agency Profit per Project: How to Build a Simple Tracking System

Learn how to build a simple system to track agency profit per project. This guide shows you which projects are truly profitable, not just busy. You'll get a clear framework to measure real earnings, stop losing money on clients, and make smarter pricing decisions.

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Forecasting · 11 min read

Scenario Planning for Agencies: Stress-Testing Your Finances

Agency scenario planning is a financial forecasting tool that models different future outcomes, from best-case to worst-case. It helps you see the impact of losing a key client, a market downturn, or a sudden growth spurt on your cash and profit. By stress-testing your finances, you can make confident decisions and build contingency plans before you need them.

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Strategy · 11 min read

Agency Revenue Per Head: The Metric That Separates Good from Great

Agency revenue per head measures how much income each person in your agency generates. It's the clearest indicator of productivity, pricing efficiency, and overall commercial health. Mastering this metric helps you move from being a busy, reactive agency to a profitable, scalable business.

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Strategy · 11 min read

The Financial Upside of Niching Down as an Agency

Niching down transforms an agency's financial performance by commanding premium fees, reducing operational waste, and accelerating growth. Specialised agencies achieve higher gross margins, often 55-65%, compared to generalists. This guide shows the direct link between agency specialisation profitability and stronger cash flow, predictable revenue, and a more valuable business.

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Accounting · 12 min read

Agency Monthly Close Process: Getting Your Numbers Right Every Month

A disciplined agency monthly close process is your financial health check. It transforms raw data into a clear picture of your profit, cash flow, and performance. This guide shows marketing agency owners how to close their books accurately each month to make confident, data-driven decisions.

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Tax · 10 min read

HMRC mileage rate increase to 55p from 6 April 2026: what agency owners need to know

From 6 April 2026, the HMRC mileage rate for cars and vans rises to 55p for the first 10,000 business miles. This guide explains exactly what the change means for marketing and creative agency owners, directors, and employees. You'll learn how to claim correctly, how the 55p rate affects your tax position, and what records you need to keep.

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