One of the most common gaps I've noticed when helping new agency/firm clients with cash flow and business forecasting is the absence of Cost of Goods Sold (COGS)….

Wondering how much you could* spend on overhead vs. your direct costs if you hit a certain revenue goal?

There’s a lot to consider when looking at the financial health of your agency or firm, but definitely a few places you can start.

A few key numbers I'm always monitoring for my clients are…

First of all, I know how stressful being in this position can be.

Tight cash flow induces sleepless nights, anxiety and more. I have been there before and can totally relate to how you're feeling.

Next, consider, why do you want to go for investors?

Ok, this is a vulnerable post to write!

But I feel it’s important to share my story to show you that I’ve “been there, done that”... meaning I can totally relate to the business money stress you’re feeling. Soooo… here we go…

I learned the ins-and-outs of business finance over the last decade — and not always the easy way!