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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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