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Creative Agency CFO Compass™
The CFO-led system designed to give creative agency owners peace of mind about their finances, without cash flow surprises or headaches.
We help agencies doing $1.5M+ in revenue improve profitability, maintain strong cash flow, and scale with confidence.
Creative Agency CFO Compass™
The CFO-led system designed to give creative agency owners peace of mind about their finances, without cash flow surprises or headaches.
We help agencies doing $1.5M+ in revenue improve profitability, maintain strong cash flow, and scale with confidence.
OUR SERVICES
How we can help you
We focus on three core pillars to transform how your agency
manages its finances
Cash Flow
Mastery
Set up real-time automated cash flow tracking to eliminate uncertainty
Develop a rolling 12-month cash flow forecast to ensure predictable finances
Automate client billing and payment collections to prevent gaps and late payments
Profit
Acceleration
Implement dynamic pricing and profitability strategies to maintain high margins
Identify revenue gaps and cost
inefficiencies to plug leaks and
improve margins
Set up real-time profit tracking and project profitability insights for smarter decisions
Scalable Financial Systems
Build a forward-looking financial roadmap and budgeting system to support sustainable growth
Automate reporting for instant visibility into key KPIs
Implement financial operations systems that scale as your agency grows
About us
We Are Profit Wise Advisory
A finance system, led by a CFO, built to give creative agency owners clarity and control—so they never have to worry about cash flow surprises again.
We support agencies earning $1.5M+ in revenue to boost profits, keep cash flow steady, and grow with certainty.
TANGIBLE OUTCOMES IN 90 DAYS
Within 60–90 days, you’ll have:
Clear visibility over your agency’s 5 most critical cash flow & profit KPIs—plus guidance on how to improve them
A cash flow forecast & budget so you know exactly when money is coming in and going out
No more financial surprises—just clarity, confidence, and control over your agency’s growth
You can
count on us
Let's discuss a growth partnership team to support your business. It will help you grow today, tomorrow, and in the future.
14227 Longacre, Detroit, MI, 48227, United States
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