Who Should Actually Own Your Agency's Finances?

Published about 10 hours ago • 1 min read

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, Sarah Patterson, who'll walk through her framework for matching the right finance people, roles, and metrics to the agency you actually want to build.

Because the answer looks different if you're building a lifestyle business versus optimizing for performance and growth.

Sarah will also share a three-tier approach to the numbers worth tracking and send everyone away with one practical artifact they can implement this week.

We're going live tomorrow at 1 PM ET, so this is the last call to join us.

Save your spot here.

Have a finance question you’d rather not ask in front of the group?

Submit it anonymously here.

Sarah will answer as many as she can during the session.

Who are we?

Hi, we're Peter and Sei-Wook, co-founders of Barrel Holdings, a portfolio of agency businesses. We also run AgencyHabits, a resource for agency operators featuring lessons learned from our various agency businesses.

Thanks for being a subscriber. If you or anyone you know is interested in selling their agency business, please check out what types of agencies we're looking for and email hi@barrel-holdings.com.

Also: Peter posts a lot of agency content on LinkedIn, give him a follow!

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