FAQ’s

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Is this accounting or CFO support?
No. We don’t do tax, compliance, or month-end. This is strategic financial performance advice, built specifically for agencies. We help you stop great campaigns from triggering bad business outcomes. Your accountant keeps you legal. We keep you profitable
What's included in The Agency OS?
The Agency OS is a structured sprint designed to embed financial clarity into how you sell, deliver, and retain. We cover pricing, proposal language, margin protection, and how to run strategic reviews that impress the client’s CFO. It’s a mix of 1:1 sessions, tools, and messaging frameworks you can apply right away.
What exactly is the Campaign Crash Test?
It’s a 90-minute deep dive into one of your campaigns, pitches, or client retainers. We stress-test the commercial side, margin, pricing, fulfilment strain, so you can fix issues before the CFO or procurement team flags them. You get a written summary with clear next steps. Fast, practical, and built for agencies.
Who is this for?
Creative, performance, and strategy-led agencies, usually with £500K-£10M turnover…who are doing good work but facing commercial friction: client churn, margin pressure, price objections, or confused CFOs.
How is this different from working with a fractional CFO?
We’re not working on your numbers. We training you to use the numbers to see your clients bigger picture and show them what they mean. Lead conversations with senior decision-makers and keep control of your client relationships. This is smarter strategy, not service delivery.
What kind of results can I expect?
  1. Easier upsells and renewals
  2. Better pricing confidence
  3. Stronger client retention
  4. Fewer awkward CFO conversations
  5. And a system for protecting value, before it gets questioned
What if I don't have a finance background?

You don’t need it. We’ll keep it clear, practical, and jargon-free. You won’t need to open a spreadsheet. You’ll walk away with language, not numbers… things you can say in meetings that change how clients see you.

Ready to protect your agency's value?

Choose the service that fits your needs and take the first step toward commercial clarity.
Book A Call With Jay ➔
No slides. No waffle. Just sharp, commercial insights to make your agency irreplaceable