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THE CFO COMPASS™ FRAMEWORK

We focus on three core pillars to transform how your agency manages its finances:

THE CFO COMPASS™ FRAMEWORK

We focus on three core pillars to transform how your agency manages its finances:

OLD WAYS

  • Guessing Cash Flow & Profitability

  • Reactive Financial Management

  • Unpredictable Revenue & Expenses

  • No Strategic Financial Guidance

  • Basic Accounting Reports

  • Stressing About Cash Flow Gaps

  • Handling Finances Alone

NEW WAYS

  • Clear KPI Reporting & Insights

  • Proactive Budgeting & Cash Flow Planning

  • 90-Day Cash Flow & Budgeting System

  • Monthly CFO-Led Strategy Sessions

  • Real-Time Profit & Cash Flow Dashboards

  • Predictable Working Capital & Reserves

  • Access to CFO-Level Support & Advice

Who is this for:

The CFO Compass™ is for creative agency owners doing $1.5M+ in revenue who

  • Want to eliminate cash flow stress and gain financial clarity

  • Need real-time insights into their business’s 5 most critical cash flow & profitability KPIs

  • Are looking for proactive financial strategy and expert CFO guidance to scale profitably

  • Want to know exactly when money is coming in and going out—no more surprises

This is NOT for agency owners who aren’t ready to take control of their finances or want a quick fix without a strategic approach.

For Accountants, Bookkeepers, CFOs, Financial advisors

& Consultants.

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

OUR PROMISE

We eliminate financial guesswork and cash flow uncertainty so you can:

  • Make informed financial decisions with real-time reporting & CFO insights

  • Grow profitably with a structured financial strategy

  • Have complete control over your cash flow with clear budgeting & forecasting

You don’t have to figure everything out alone.

We provide the CFO-level expertise and financial clarity your agency needs to thrive.

OUR PROMISE

We eliminate financial guesswork and cash flow uncertainty so you can:

  • Make informed financial decisions with real-time reporting & CFO insights

  • Grow profitably with a structured financial strategy

  • Have complete control over your cash flow with clear budgeting & forecasting

You don’t have to figure everything out alone.

We provide the CFO-level expertise and financial clarity your agency needs to thrive.

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

FIRST 90 DAYS: FOUNDATION PHASE

  • Business Strategy Review – Deep dive into financial strengths & challenges

  • Budget & Cash Flow Analysis – Review current forecasting & financial structure

  • KPI & Cash Flow Dashboard Setup – Get real-time visibility into cash & profit

  • Accounting System & Integration Review – Optimize tools for seamless financial tracking

FIRST 12 MONTHS: SCALING & GROWTH

  • Monthly – KPI & cash flow reporting with financial performance insights

  • Monthly – CFO-led financial strategy & business review

  • Weekly – Premium CFO support via text, phone & email for ongoing guidance

  • Quarterly – Budget & forecast reviews to keep cash flow on track

  • Annual – 3-way forecasting (Profit & Loss, Balance Sheet, Cash Flow) to plan long-term growth

    Annual – Full accounting system review & optimization

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

©2025 Profit Wise Advisory