ILLUSTRATIVE ONLY While Tansley Reed is a fictional company and this data is all invented, this is a working sample of the automated reporting layer SPRCHRGR builds for our valued clients.
Tansley Reed Full-service marketing agency
ILLUSTRATIVE PLAN

How big is Tansley Reed really, and what would someone pay for it?

Joined automatically: QuickBooks invoices, bills and cash · Teamwork Projects every hour by person, client and service line · Teamwork Desk client requests · Gusto payroll and the roster · HubSpot pipeline
1
How big are we really?
LAST 12 MONTHS

$18M on the P&L, $11M that's really yours

2
Which service lines and clients drive AGI?
LAST 12 MONTHS

Every client: AGI, what it keeps once the team's time is counted, and the load it puts on the team

Hours come from Teamwork time cards, costed at each person's Gusto pay and posted to QuickBooks by client and project, so margin by client sits in the books. Requests come from Teamwork Desk. Thread opens the client's Teamwork task.

3
Is the media float a cash risk?
TWO YEARS + THE PLAN

Pay-when-paid schedule at Oct 31: every open platform and vendor bill, and the client payment behind it

The account team sees the client invoice in QuickBooks and the project in Teamwork; the producer sees the vendor bill against the same Teamwork project. Vendor bills wait for the client's cash. Platform bills can't.

4
Can we hire ahead of the next client?
PLAN
5
What would a buyer pay?
PLAN
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How this works

Know what your agency is really worth

CFOptimize for Agencies starts with a free agency valuation check on your own numbers. We connect QuickBooks, Teamwork, Gusto and HubSpot, separate the media that passes through from the income that's yours, cost every hour by client and service line, and show what a buyer would adjust, what they'd pay and what moves it. It's a part-time CFO who keeps that data tied out and answers for the numbers.

Book your free agency valuation check sprchrgr.com/mwald