EPISODE · Jun 20, 2025 · 9 MIN
Ep 38: Are You Losing Money on Clients? Two Steps to Financial Clarity
from The Agency Uplift Podcast
Key TakeawaysImplementing Profit First creates essential financial clarity and structureSeparate your revenue into 4 simple accounts: OpEx, Owner’s Comp, Taxes, and ProfitMost agency owners unknowingly overspend and underpay themselvesTracking profitability per client reveals which clients are profitable vs. loss-makingUse a basic Google Sheet to track client-level labor and tool costsTry this prompt to get coached by your dream mentor:"For this entire chat, please act as if you are {CREDIBLE, WELL KNOWN PERSON YOU WISH WAS YOUR MENTOR} coaching me on my business problems. Say what you think you would say. Ask the kinds of questions you think you would ask. Provide the kinds of diagnoses you think you would provide. And don't be afraid to provide a hard dose of reality, no matter how brutal or blunt." 👉 Get new episodes right to your inbox - click here 👈
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Key Takeaways Implementing Profit First creates essential financial clarity and structureSeparate your revenue into 4 simple accounts: OpEx, Owner’s Comp, Taxes, and ProfitMost agency owners unknowingly overspend and underpay themselvesTracking profitability per client reveals which clients are profitable vs. loss-makingUse a basic Google Sheet to track client-level labor and tool costsTry this prompt to get coached by your dream mentor:"For this entire chat, please act as if you are {CREDIBL...
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Ep 38: Are You Losing Money on Clients? Two Steps to Financial Clarity
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