How healthy is your
agency, really?

A free 2-minute financial health check for agency owners. Enter a few numbers and get a straight-talking, traffic-light read on where you stand — and what to do about it.

Annual revenue to date

Your total revenue so far this year.

Goal revenue this year

The number you're aiming to hit by year end.

Total labor cost to date

Everyone you pay to do the work — employees, owners, and contractors.

Total profit to date

What's left after all expenses, so far this year. Use a minus sign if it's a loss.

Retainer / project mix50%

0% = all one-off projects, 100% = all recurring retainers.

Client retention75%

Roughly what % of clients you keep past 12 months.

Team capacity used75%

How full your team's billable time currently is.

Don't have these numbers off the top of your head? That's usually a sign it's time for a different finance team.