The Agency Financial Clarity Sprint
We get access to your QuickBooks, do the work, and hand you back a complete financial picture — what you're actually keeping, where you're bleeding, and exactly what to fix first.
I'm ready — let's do this $1,250 flat. No ongoing commitment.You didn't start an agency to spend your time decoding spreadsheets and chasing down what happened to last month's revenue.
You're supposed to be the visionary. The closer. The one driving growth. Instead you're buried in the finances, second-guessing every number, and making big decisions without the clarity to back them up.
Cash flow is a constant source of stress. Your books exist but you don't fully trust them. And the high-level picture — the one that would actually help you decide where to grow, what to cut, whether to hire — that picture doesn't exist yet.
"The founders we work with aren't bad at business. They're just making decisions without the financial clarity they deserve — and it's costing them more than they realize."
If any of this sounds like you, you're in exactly the right place:
What we do
You grant us read-only access to your QBO. We take it from there. Here's the full sequence:
We start with a 15-minute kickoff to understand your business model, then get into your books. We review your chart of accounts, categorization, and overall setup before touching anything else.
We dig into your actual numbers — profit margins, cash flow patterns, owner pay structure, pricing gaps, and the top leaks costing you money each month. Real numbers, not guesses.
We screen-record a complete walkthrough of what we found and what it actually means for your business. You can watch it on your own time, pause it, share it with your partner or ops person.
Live time with us to walk through the findings together, answer your questions, and talk through what matters most for your specific situation.
You get a prioritized, written list of next steps — ranked by impact, not complexity. Then two weeks of Slack access to ask follow-up questions as you start working through them.
What you walk away with
Profitability
Your actual margin — by client, by service line, or overall — so you know where money is made and where it isn't.
Pricing & scope leak
The revenue that should exist but never gets invoiced — scope creep, underpricing, and retainers that quietly doubled in size.
Cash leaks
The top 5 places your money is going that it shouldn't be — ranked by dollar impact.
Owner pay
A clear recommendation on how to pay yourself correctly based on your structure — draw, payroll, distributions.
Books cleanup
Exactly what's wrong with your QBO setup and what to fix first — whether you do it yourself or hand it off.
Next steps
A prioritized action plan. Whether you implement it yourself or want continued support, you'll know exactly where to start.
Who's doing this
LoriAnn
Founder, ProfitPriority
Built ProfitPriority specifically for service-based businesses and creative agencies — founders who are great at their craft and need a financial partner who actually understands how their business model works.
Maddie
CFO Services Lead
Leads our CFO tier and has worked inside the financials of dozens of agency founders. She has a sharp eye for the patterns that show up again and again — and the ones that are quietly costing you.
ProfitPriority is a virtual accounting firm built around one model: bookkeeping, HR, and accounting under one roof. We work with agency founders and creative service providers who want a financial team that understands their world — not just their tax return.
Pricing
No retainer. No monthly commitment. Just a clean, bounded engagement that delivers real answers.
$1,250
One-time flat fee. Results delivered in 2 weeks.
Everything included
Spots are limited — we cap intake to ensure quality. If we're full, you'll be added to the next available window.
Questions
Do I need to have my books in perfect shape before we start?
No — and honestly, the messier your books are, the more valuable this is. We've seen everything. A chaotic chart of accounts or years of uncategorized transactions isn't a problem. It's just part of what we'll document and give you a plan to fix.
What if I'm not on QuickBooks?
Reach out before booking. We work primarily in QBO and this sprint is built around that workflow. If you're on another platform, we may still be able to help — we just want to make sure we set the right expectations first.
Is this just a sales pitch to get me onto a retainer?
No. This is a real, standalone deliverable. You'll get everything listed above regardless of what happens next. That said, some founders who go through the sprint do decide they want ongoing support — and if that's you, we're happy to talk. But there's no pitch baked in.
How long does the whole thing take?
Once you're onboarded and we have QBO access, analysis and Loom delivery take up to 2 weeks. We'll schedule the recap call from there based on mutual availability.
What size agency is this for?
This is built for founders running $250k–$2M in annual revenue — you're past the early chaos but haven't yet invested in real financial infrastructure. If you're earlier or later than that range, reach out and we'll tell you honestly whether it's the right fit.