Scale Smarter. Profit More.
We help ambitious agencies increase profit margins, make faster decisions, and gain complete financial clarity.
Financial Model
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Intro
From Overwhelmed to In Control
Success isn’t just about growing revenue, it’s about building a business that gives you freedom and rewards your effort.
As your agency grows, the numbers get complicated, decisions pile up, and it’s easy to lose sight of your bigger goals.
Instead of running the agency you imagined, you’re buried in busywork and worry.
That’s where we come in, as your finance partner.
We cut through the noise, uncover what’s really driving profit, and help you pay yourself, without the stress. You get clarity, control, and more time to focus on what matters most.
With AgenX Partners, you move from keeping the business afloat to actually building the life and legacy you set out for.
The AgenX Partners Playbook
A proven formula top-performing agencies use to grow, scale, and secure their future.
Core Financial Clarity
Spot your most profitable clients, see exactly what you can pay yourself, and get a simple breakdown of your agency’s finances.
Team & System Optimisation
Make the right hires at the right time. Track profit by department, role, and service. Drive performance and growth across your agency.
Long-Term Wealth Building
Make your agency less dependent on you. Build value for a sale or succession. Take the next step with your finances sorted.
What’s Possible When You Get Financial Clarity
23% Profit
Margin Increase
Our clients boost profit margins by 15–35% in just 12 months, simply by optimising costs and unlocking new revenue.
3.2x Faster
Decision Making
Clear dashboards and weekly reporting cut decision time by 68%, so you can focus on growth with confidence.
Plans That Meet You Where You Are
No matter your stage, there’s a plan to support your growth and next steps.
Clarity
Core Financial
Clarity
90 Days
ROI Guaranteed
$3k/month
Get Started
Limited Offer • First Month for Free
What’s included?
Profit & loss clarity across services/clients
Personalized pay plan for the owner
3-month cash flow forecasting
Payroll and expense risk alerts
Financial roadmap with monthly reviews
Take-home optimization
Bookkeeping oversight for accuracy
Momentum
Team & Systems
Optimization
90 Days
ROI Guaranteed
$4k/month
Get Started
Limited Offer • First Month for Free
What’s included?
Everything in Clarity
Team hiring plans with ROI modeling
Performance-based pay structures
Department-level profit tracking
Weekly strategic check-ins
Custom hiring and onboarding systems
Team incentive planning
Full-service bookkeeping and reporting
Legacy
Long-Term
Wealth Building
90 Days
ROI Guaranteed
$7.5k/month
Get Started
Limited Offer • First Month for Free
What’s included?
Everything in Momentum
Exit strategy and valuation roadmap
Profit reinvestment and capital planning
Diversified revenue opportunity planning
Succession and leadership planning
Acquisition and deal support
On-demand strategic advisor access
Advanced wealth-building strategies
Essentials in Every Package
The foundations of your financial clarity built into every plan.
Monthly Calls
Regular check-ins to review your numbers, plan next steps together.
Custom Financial Model
See exactly how every decision affects your take-home pay with a clear, custom model built for you.
Urgent Access
Reach out whenever you need us. Get fast answers when big decisions can’t wait.
Plain English Reports
No jargon, just straightforward reports you can actually use.
How We Help You
Build a Smarter Agency
01. Get an audit
We review your finances top to bottom and spot hidden risks or missed opportunities.
02. Clarify
You get a clear picture of your numbers, profit drivers, and what needs fixing.
02. Optimize
We make targeted changes to boost profits, improve cash flow, and streamline operations.
02. Scale
With your finances dialled in, you can scale faster with confidence and control.
90-Days ROI Guarantee
If you don’t see real, measurable results in 90 days, you don’t pay.
100% Financial Transparency
You’ll always know what we’re doing and why. No surprises, ever.
Secure
Processes
Your financial data is always protected and private.
How quickly will I see results? Can you guarantee I'll make more money?
We guarantee ROI within the first 90 days, with all clients so far seeing results greater than this. If you don't see meaningful improvement in 90 days, we'll work for free until you do.
Do I need to have my books perfectly organized first?
Not at all. We can help get your books in order or connect you with a bookkeeper to get your financials organized.
What if I'm already working with a bookkeeper or accountant?
Perfect! We work alongside your existing team and often make them more effective. We're focused on strategy, not just compliance.
How is this different from hiring a full-time CFO?
You get C-level expertise without the $200k+ salary and benefits. Plus, we've seen your exact challenges across dozens of similar businesses.
What if my business is too small for a CFO?
If you're doing $50k+ monthly revenue, you're big enough to benefit. The cost of NOT having financial clarity is usually much higher than our fee.
Do I have to commit to a long-term contract?
No long-term contracts required. Most clients stay because the value is obvious, not because they're locked in.
What if I'm not good with numbers?
That's exactly why we exist. We break everything down into clear, actionable insights that make sense to business owners.
What industries do you work with?
We specialize in service-based businesses: agencies, consulting, healthcare practices, professional services, and similar businesses with 5-100 employees.
How much time will this take from my schedule?
About 2-3 hours per month for calls and review. We handle the heavy lifting so you can focus on running your business.
Start with Your Free Agency Financial Model
See where your money is hiding and uncover your true profit potential.
Financial Model
Get it for Free
