Bringing Financial Clarity to a Creative Agency

The Challenge:
The owner of a growing creative agency was constantly busy but financially uncertain. Despite strong sales, cash flow felt unpredictable, invoices piled up, and the owner didn’t have a clear sense of which projects were profitable. They were working long hours yet struggling to pay themselves consistently.

Our Approach:
Pivot Advisory Group stepped in as a Fractional CFO. We:

• Conducted a full review of their financials and cleaned up reporting

• Designed a cash flow forecasting model to project future stability

• Built a budget that aligned with growth goals

• Introduced a simple financial dashboard for easy decision-making

The Results:

• 35% improvement in cash flow stability within 6 months

• The owner finally had clarity on which projects drove the most profit

• Payroll became consistent and stress-free

• 10+ hours per week freed from financial “guesswork” so the owner could focus on new business