Let’s monitor your business’s 5 financial vital signs
You walk away with a full diagnosis, a roadmap, and a plan
Give us read-only access to your QuickBooks and 90 minutes of your time. What comes back is a complete financial audit, a 12-month roadmap, and answers to the specific problems keeping you up at night (cash flow, pricing, profitability, or hiring).
You started an agency because you’re good at the work…
…not because you love managing finances.
Agency life is everything you’re good at: the strategy, the creative, the client relationships. But that’s not all it is.
Nobody taught you the money side, so you avoid it (or you white-knuckle it every month hoping the number in your bank account matches the story you're telling yourself).
Ignoring your financial vital signs is risking the longevity of your business, there’s no “nice” way to put it. But we’re here to help.
Profitability
Your actual margin, broken out by client, service line, or project.
Pricing & scope leak
The specific revenue that should be hitting your books and isn't.
Cash leaks
The top places you’re losing money where you shouldn’t be.
Owner’s pay
The correct way to pay yourself based on your entity type, with an actual number attached.
Books health
Exactly what's broken in your QBO setup, ranked by what to fix first.
How much can we really tell from a pulse check? A lot.
Then we take the forward-looking pieces that turn a diagnosis into a plan:
A 12-month financial roadmap
so you know exactly what to focus on each quarter, not just what's broken today
Team growth planning
hiring timelines and budget recommendations, so you know when you can actually afford your next hire
A pricing review
built to maximize profitability, not just cover costs
A 3-month cash flow forecast
so decisions come from numbers, not nerves
01 | 90-minute live intensive with Maddie & LoriAnn
A focused Google Meet session where we dig into your business and your numbers together. Then spend real time on your biggest current challenge, whether it’s cash flow, pricing, profitability, or hiring. Whatever's most pressing right now.
What you get
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What you get *
02 | Full financial audit & analysis
We go line by line: margins by client or service line, cash flow patterns, owner pay, pricing gaps, and the leaks costing you money every month. If you're using time tracking with your team, we pull that in too (it sharpens the whole analysis).
03 | Roadmap & forecastings
We build your 12-month financial roadmap, pricing review, team growth plan, and 3-month cash flow forecast. These are the pieces that turn "here's what's wrong" into "here's what to do next, and when."
04 | Loom walkthrough, delivered to your inbox
A recorded, personalized walkthrough of your full analysis and what it means for your business. Watch it on your schedule, pause it, send it to your ops person or partner.
05 | Slack support
Two weeks of slack support (after your initial 90-min intensive) to talk through the recommendations, ask questions, and get direct answers on your specific numbers.
06 | Written action plan
A detailed, prioritized set of next steps you can start on immediately AND come back to whenever you need it.
PLUS two skills you keep, whether you ever hire anyone or not:
You can open QuickBooks and know what you're looking at (no more guessing or dread).
You can run this yourself for as long as you want, and hand it off the moment you're ready, on your terms (not because you're stuck).
Who you’ll be working with
LoriAnn | Founder, Profit Priority
Built Profit Priority specifically for service-based businesses and creative agencies. For founders who are excellent at their craft and want a financial partner who understands how that kind of business actually runs.
Maddie | CFO Services Lead
Leads our CFO tier and has been inside the financials of dozens of agency founders. She knows the patterns that show up over and over, and the ones that are costing you money without you noticing.
Pricing
Our pulse check is a one-time gig that costs $2,500. It’s not a gate into a retainer, and there’s no monthly commitment. Once you have our full diagnosis and a plan, we can chat through staying on for more support if that’s what YOU want. But this isn’t a sales ploy.
Everything included:
90-minute live intensive with Maddie & LoriAnn
Full financial audit and analysis across all five vital signs
Strategy session on your biggest current challenge
12-month financial roadmap
Pricing review
Team growth planning with hiring timelines and budget recommendations
3-month cash flow forecast
Personalized Loom walkthrough
Written action plan
Spots are limited, we cap intake to keep quality high.
If we're full, you're first in line for the next window.
"The sprint was an extremely valuable experience for me as a small business who isn’t big enough to need full time CFO services but wanted someone else’s perspective who understand the numbers better than I do. After working together for over two years, LoriAnn and Maddie have a good idea of my business and I was able to tell them where I want to go in the next few years. They then helped me see a realistic model with slight tweaks in what I was already doing. If you’re considering needing an unbiased, professional opinion, I’d highly recommend this experience."
— Whitney Whitaker
Questions
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No. The messier they are, the more this is worth it. We've seen it ALL. From a chaotic chart of accounts, years of uncategorized transactions. That's just part of what we document and fix.
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Message us before booking. We're built around QBO. If you're on another platform, we may still be a fit, we just want to set the right expectations first.
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No. You get everything listed above, full stop, regardless of what happens after. Some founders finish the intensive and want ongoing support (happy to talk if that's you). However, there's no pitch baked into the engagement itself.
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$250k–$2M in annual revenue (past the early chaos, not yet invested in real financial infrastructure). Outside that range? Reach out and we'll tell you honestly if it's the right fit.