Soon after its founding, an innovative experiential marketing agency enlisted our help. We established an accounting function and KPIs for the company, to facilitate their aims for growth.
In an ongoing role, Heath Advisory provided CFO, controller, and bookkeeping services. As part of this effort, we helped to oversee cash flow, collections, and agency profitability (both overall, and by client). Our monthly reporting meetings with the leadership team allowed them to manage cash flow and monitor the health of client relationships. With our help, this marketing agency was able to supervise their resources to strike the proper balance between billable client work, new business development, and inward-looking agency improvement.
The future is bright for this experiential marketing agency, which has gone from a promising startup to a shop with annual billings of $16 million and growing. Along the way, Heath Advisory has helped them transition from a single business unit into three distinct businesses, opening doors for additional revenue.
This is just one example of how we have helped a company unlock its potential and thrive in its industry.
Learn how our fractional CFO and business advisory services can provide your company with that missing piece of the puzzle. Use the main nav to learn more about our background and services, or contact us anytime at info@heathadvisory.com.
