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From our Blog

Building a Financial Reporting Rhythm

Do your financial reports have too much going on? All of the information is there, but picking out what matters is near impossible. What does the reporting that you send to your clients look like? It’s clear, simple and actionable. It shows them ROI, handpicked performance metrics and how that relates to targets. I also know there is A LOT of information that doesn’t make it onto this reporting. Why…  Read more

What our clients are saying

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"Jim and co. helped me get a handle on my business so I could just….lead. We built dashboards, we lead with clear goals and made plans accordingly. That might sound like table-stakes, but when you are a solo founder juggling 20 FTEs, you need someone awake at the wheel guiding you to your promised land."

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Through the years I’ve found myself frustrated when working with consultants or CPAs that would advise us as if we are selling widgets, not services. There’s so many nuances to our business that I felt it was time to start working with a CPA that knew the ins and outs of the particulars of agency finance - from cost and revenue per employee targets, to realistic profit goals, to tax planning for us owners. Jim was also instrumental during the first few months of the Covid pandemic in guiding us through the PPP application process and helping us make rapid decisions when many variables were changing on a daily basis. I highly recommend working with Jim and his team for any agency owner.

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Jim continually gives me the insights and advice I need to run my business well. I know that when I ask a question, I'm getting meaningful feedback based on market experience versus just general benchmarks. We would not have seen the growth and financial stability we have now, if it were not for Agency CPAs. When we have specific questions regarding how our agency should manage its financials, Agency CPAs already know the answer. It saves time and increases overall effectiveness - making our financials just that much stronger.

Agencies we work with


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