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