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AgencyHabits provides learnings, ideas, and templates for agency operators drawn from Barrel Holdings companies. Barrel Holdings incubates, acquires, and grows agency businesses.
There's a point where running your agency's finances from a spreadsheet and a monthly call with your accountant stops being enough. The tricky part is knowing what comes next. Do you need a bookkeeper? Controller? Fractional CFO? Which numbers should you actually be watching? And how much financial infrastructure does an agency your size really need? That's what we're getting into at tomorrow's FREE Knowledge Share. For the first time, the session will be led by one of our community experts,...
This Week's Agency Insights Every week, we share content to help you run your agency business. What's Top of Mind 📅 Next Knowledge Share: September 23rd, 1 PM ET.Running an agency means wearing every hat - including the finance one you never wanted. Sarah Patterson (Fractional CFO for agencies since 2011) is joining us live to break down the three components of a healthy finance function, which metrics actually matter for your goals, and how to stop guessing at the numbers. You'll leave with...
Most agency owners didn't get into this to manage finances. But at some point, you need to know your numbers...or keep guessing. September 23rd. 1PM ET. Our first-ever Knowledge Share guest, Sarah Patterson, is breaking it down: → Right person, right role: who should actually own finance → Right reason: lifestyle vs. performance, and why it changes what you measure → Right metrics: 3 tiers, from broad health to enterprise value One hour. One artifact to implement the same week. Save your spot...