Agency Resources

Walking an Agency Owner Through What the Agency Is Worth

Mark Wald — Wed, 11 Nov 2026 20:33:26 GMT

Built for: Owners of marketing agencies doing $5M to $20M a year that run paid media for clients and run the shop on Teamwork, QuickBooks, Gusto and HubSpot.

What it answers: How big the agency really is once clients' media is taken out, which clients and service lines carry it, whether the media float is a cash risk, whether to hire ahead of the pipeline, and what a buyer would pay.

See it live: Marketing agency demo · a made-up company with invented numbers

The call usually starts the same way. Someone who buys agencies asks the owner what they did last year, and the owner reads the top line off the P&L. On a full-service shop that runs paid media, that number is mostly other people's money. The buyer knows it. The owner often hasn't done the arithmetic.

Walking a Dev Shop Owner Through Fixed-Bid Margin

Mark Wald — Wed, 11 Nov 2026 20:33:24 GMT

Built for: Owners of web and software development shops doing $3M to $20M a year that run on Teamwork and QuickBooks, selling a mix of fixed bids, time and materials and support retainers.

What it answers: Which kind of work actually makes money once the team's hours are counted, which builds are running over before the last invoice shows it, whether contractors are really cheaper than hiring, and what to change in pricing.

See it live: Development shop demo · a made-up company with invented numbers

Every dev shop owner I've worked with has a version of the same feeling. Revenue is up, the team is busy, and somehow the year doesn't leave what it should. When I ask where the margin went, the answer is usually "the fixed bids, probably." Probably is the problem. QuickBooks can't tell you, because QuickBooks doesn't know where anyone's hours went. Teamwork does.

Walking a Studio Owner Through Which Clients Actually Make Money

Mark Wald — Wed, 11 Nov 2026 20:33:22 GMT

Built for: Owners of creative studios and agencies doing $1M to $20M a year who run their work in Teamwork and their books in QuickBooks.

What it answers: Which clients make you money once the team's hours are counted, whether the team is busy on the right work, where last year's profit went, and when cash gets tight.

See it live: Creative studio client margin demo · a made-up company with invented numbers

"Our biggest client is our best client, right?" Most studio owners I talk to assume so. The biggest retainer pays on time, and in QuickBooks it looks great. Then the year closes, revenue is up, profit is down, and nobody can say why.