🔸Virtual Finance Expert for Growing Agencies 🔸 Efficient & Profitable Business Growth | Xero Automation | Robust Financials & Profit Planning | Outsourced Finance Team for Agencies🔸

None of us are experts in everything. As your agency grows, your finances become more complicated, requiring more of your precious time and attention, which you don't have because you're busy doing what you do best! That's when outsourcing to someone you can trust (like us) becomes crucial.

My finance team specialises in working with marketing and communications agencies to position their businesses for the growth they're striving for. Our clients typically see the positive results of increased profits, cashflow and a lot less stress within just 6 months of working with us.

With more than 15 years' experience in financial management, I partner with agency owners & CEOs so they can build a more profitable business, protect their cash and offer financial guidance so they can confidently scale up.

You need to have a firm grasp on your financial position; that's how you create wealth for yourself, security for your business and grow your company. 

💥𝗪𝗛𝗔𝗧 𝗪𝗘 𝗛𝗘𝗟𝗣 𝗪𝗜𝗧𝗛💥

✅ Improve profitability and get more out of your revenue.
✅ Charge the right fees to achieve profitability targets.
✅ Ensure enough cash to cover your expenses, tax, and salaries.
✅ Create a robust business plan & financial forecasting model.
✅ Setting the right revenue and profit drivers.
✅ Automate your finance department and processes.
✅ Creating clarity & understanding of your finances.

💥 𝗪𝗢𝗥𝗞𝗜𝗡𝗚 𝗪𝗜𝗧𝗛 𝗨𝗦 𝗪𝗜𝗟𝗟 𝗠𝗘𝗔𝗡💥 

📍 We take charge of your financial admin and operations, we become part of your team.
📍 We help you navigate challenges, map out your future, keeping you on track to achieve your business and lifestyle goals.
📍 You have more time to dedicate to your core pillars of agency success.
📍 You get agency-specific insight you need to grow with more certainty.
📍 Constant technological innovation from us, to supercharge your business and save you time and money.

💥 𝗢𝗨𝗥 𝗢𝗙𝗙𝗘𝗥 💥

VIRTUAL FINANCE DEPARTMENT: We become your FD, accounting and bookkeeping department, management reporting, cash flow, and business planning team. We do it all.

VIRTUAL FD/CFO: Your own experienced finance business partner who offers flexible support to manage your high-level financial activities, allowing you time to focus on your clients.

💥 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞💥

🔗 If you’ve got this far and you’re ready to chat about how we can help your business to grow, please get in touch and let's talk about how we can best work together.

Agnieszka Wojciechowska

On the train to London.
Any excuse to come to London, honestly.

This afternoon, I'm spending time with The Agency Adventure team, a network of advisors, consultants, coaches and expert partners who support ambitious agency founders on their growth journey.

I joined as an Expert Partner some time ago, and it's one of those rooms where everyone genuinely cares about helping agencies grow, each from a different angle.

Looking forward to it Chris Bantock! 😀 




#agencylife  #agencygrowth #agencies

I've been working with agencies for years but I don't have all the answers.

However, I know people who fill the gaps.

Last week I was in London with The Agency Adventure, in a room of agency growth advisers and specialists who each focus on a different part of agency growth: marketing, ops, business development, IT, legal, and finance/accounting, of course.

Most of the time, we're all working with agencies from behind our screens. So it was great to get everyone in person, even if for a day. We spent the day brainstorming ways to work together and support the industry that we love working with so much.

Because agency founders come to me with finance problems that often have roots in other areas. 

A pricing issue that's actually a positioning problem. A cash flow gap that started with a pipeline that dried up three months ago. A profit leak that traces back to how projects are scoped, sold, and delivered.

I can fix the numbers. I can show a founder exactly where their margins are leaking, how they benchmark against other agencies, and what their business needs to look like financially to hit the next stage of growth.

But sometimes the fix lives outside of finance.

That's why having a room full of advisers who all understand the agency world matters. When a client needs help with something outside my lane, I want to send them to someone I trust, someone who already gets agencies and won't need three months to understand the business model.

If you run an agency and want to know more about The Agency Adventure give Chris Bantock a follow. He's doing something genuinely useful for this industry.




Paul Egan Tom Wilson Claire Hutchings Chris Morris Stephen Firth Alistair Wells Dave Plunkett Liz Mayers Steve Fair Kate Waterfall Hill


#agencies #agencylife #agencygrowth

The best investment I made last year
had nothing to do with my business.

Last year, Rocksteady grew 75% year on year. More clients, more team members, more complexity. By every business measure, it was our strongest year yet.

It was also a year of unexpected surprises and difficult decisions. The kind of year that tests you in ways you don't see coming. Growth and tough calls tend to arrive together.

But somewhere along the way, I stopped looking after myself.

The gym was the first thing to go, and I kept telling myself I'd get back to it once things calmed down.

Things never calm down when you're running a business. I didn't notice how much it was affecting me until a lunch with a friend (and client) changed everything.

She recommended a personal trainer she'd been working with. 

I signed up straight away for six months.

That one decision changed more than I expected. Not because of the fitness (although that changed too), but because it forced me to create space that the business would never give me on its own.

Here's what I've learned since then.

Your business will take everything you give it. It will never tap you on the shoulder and say "go rest". That boundary has to come from you.

Nothing in the business suffered. If anything, I started showing up better, thinking more clearly, reacting less.

I don't think I'm the only founder who's been there. You put everything into the business, and the things that keep you going quietly disappear from the calendar.

If you're running a growing agency and you can feel yourself just getting through each week, don't wait for the business to give you permission to stop.

It won't.

Make the investment in yourself. 



#agencylife #entrepreneurship #agencies

Today I'm spending the whole day talking about pricing.

Two workshops. Back to back (almost). I've been prepping all week, and I'm just doing one final rehearsal before the first session starts.

I'm nervous, obviously, but also really excited.

In January, I ran a pricing session and 100 agency founders signed up. We went through a rate card calculator together, everyone working out their true cost per hour, their required day rate, and the gap between what they currently charge and what they need to charge.

That gap was bigger than most people expected.

But the part that stuck with me was not the numbers. It was the conversation afterwards. Because pricing is deeply psychological. 

It's the discount we offer before anyone asks for one. It's the rate that hasn't been revisited in 2 years because the conversation feels uncomfortable.

That session clearly struck a nerve, because off the back of it I've been invited to deliver it again for two different agency memberships.


Pricing is not only about the maths. It's confidence, mindset, and every business owner I've worked with goes through it. These sessions are there to give people the space and the push to actually work through it.
 

It's going to be a good day! 


👉  If you want the recording afterwards, or our pricing calculator, drop me a message.



#agencies #agencygrowth #agencylife #entrepreneurship #rocksteadyfinance

When I started Rocksteady, the plan was straightforward. 

Build a finance & accounting consultancy for agencies. Deliver high-quality work and grow the team. Help founders get their numbers right.

Content creation and running workshops wasn't in that plan.

But somewhere along the way, I started writing about the patterns I was seeing across agencies I worked with. The same conversations are playing out almost identically across completely different agencies. Same stage, same stress, same moment of realisation.

And I realised I genuinely enjoy it.

The Rocksteady Agency Growth Series came from that. I kept having the same conversations with founders - about profit leaks, pricing, cash flow, about outgrowing their finance setup - and thought, why not have this conversation in a room with twenty of them at once?

The sessions aren't polished TED talks. They're practical, honest, and built from real agency situations. And the conversations that come out of them, founders realising they're not the only ones dealing with this stuff, that's the part I didn't expect to value so much.

Is it also good marketing? Of course it is. I'm not going to pretend otherwise.

But when someone messages you after a session to say it changed how they think about their business, it's not only marketing. It feels pretty awesome! 


I'm a finance person. I like spreadsheets and P&Ls and making the numbers make sense. Turns out I also like talking about it. Who knew. 🫢 



#agencies #entrepreneurship #agencylife

Wealth & Worth Within, LLC

Fractional CFO consulting and advisory firm serving group practice owners, interior designers and certified financial planners to drive profitability, improve cashflow, and increase owner's personal wealth. Our firm is focused on projections, growth planning, goal setting, and cashflow management with a focus on balancing short vs long-term investments while meeting the owner's personal financial goals. We take a comprehensive financial planning approach and work with your existing bookkeeping and accounting team to collaborate and coming together to ensure everyone is align to the company's goals. 
We know and understand that you got into business to do what you love and numbers might not be your favorite topic but you understand the importance of utilizing the data to make informed decisions. We are here to guide you, provide professional financial perspective, analyze the trends and collaborate with you on the critical business decisions.

Founder & CEO

Intel Corporation

Finance Manager Leadership role responsible for optimizing investments in resource allocation and spending for Business Management Group, Commissions and People HR support teams. Managing a team of 4 finance analysts setting goals/direction for accomplishing results, promoting an inclusive culture primed for collaboration and developing top finance talent.

Sales & Marketing Sr Finance Manager (interim Controller)

Leadership role responsible for optimizing all internal and external hiring support operations in a growing Greater America (USA, Canada and Latin America) Talent Acquisition team. Driving leadership alignment across directors, budget/spending management, LinkedIn license assignments, organizational health, ensures the organization operates in a productive and collaborative environment across teams. Vendor recruiter team account, staffing management handling process improvements, escalations, KPIs, recruiting services, cross-organization alignment and communication.

HR Talent Acquisition Operations Manager

Responsible for strategic finance support of display, sensor, touch and stylus ecosystem health. Focus on enabling support of Client Computing and Internet of Things business units. Display and sensor roadmap strategies long-term.

Supply Chain Finance Specialist

Responsible for strategic support of $43M spending budget. Delivered $3.5M in savings terminating contracts that didn’t align to the primary focus areas. Drove contract negotiations and analysis to meet hardware revenue goals through app enabling. Shifted point of influence through timely resource management improving financial impact. Supported investment decisions that enable new technologies to be adopted by developers when writing their applications and scale through the ecosystem. Focus on supporting deals in the gaming and consumer market segments. Create deal structure to deliver a high return investment portfolio while directly supporting contract negotiations.

Sr. Strategic Financial Analyst

Responsible for the direct PnL support of a software business with $31M in revenue at Intel. Drove the acceleration of the revenue ramp for a new product line by 2 quarters. Primarily focus on forecasting, tracking and reporting monthly financials of the full profit and loss statement. Created financial NPV metrics and pricing structures that helped accelerate revenue ramp in a new product line. Developed a full business plan including the competitive analysis and pricing for a new product. Ramped down an organization of 90 people once the disinvestment decision was made and help drive closure to financial and business activities in the group. Implemented a revenue deferral policy for the business and defined application of multiple element arrangements policy for projects across software and hardware groups. Successfully integrated a new European distributor that helped grow sales in that geography. Identified an incentive program error that once corrected saved $100K in 2014. Additionally responsibilities included defining business metrics, supporting the sales team, engaging with distributors across various geographies and managing rebates.

Senior PnL Financial Analyst

Responsible for the direct FP&A support of two hardware businesses of $27M and $78M spending budgets. Drive 521hours/year of time saved process improvements through several projects.Primarily focused on  forecasting, tracking and reporting monthly financials. Partner with management and provided support articulating financial value when requesting funding and in critical funding decisions. Assessed impact of financial investments for new opportunities and help prioritize competing investment prospects. Successfully integrated to Intel a 180 people organization that came through an acquisition. Drove cash savings initiatives efforts that saved $2.06M in 2012. Drove initiative to streamlined weekly reporting process and standardized the format across several groups in the organization.

Financial Planning Analyst

Meta (Facebook) Accelerator Financial Coach

ClientJoy

Business gifting as a service company focus on "Making gratitude easy" for their teams, providing end to end support with excellent customer service and exception quality while supporting the local economy.
Responsible for shift in strategy from B2C to B2B. Manage the delay finance operations of the business. Create new supply chain strategy by partnership with fulfillment warehouse. Influenced new payment terms with suppliers from 0 to net 30. Implemented new accounting and finance processes to improve cash flow and PnL management. Shifted profitability in gross margin and bottom line within the first 6mo.

Fractional CFO

Tuality Healthcare

Handled contract negotiations for healthcare insurance carriers to build hospital internal and external network. Audited our facilities for compliance and developed sustainable relationships with our existing providers.

Provider Relations & Contracts Specialist

Managed the financial assistance program for the entire hospital.
Processed over 125 patient applications for medical charity in a month.
Designed more efficient, usable financial assistance forms to streamline processes and reduce patient frustrations.
Managed an average patient account load of 120 per day; collecting up to $45,000 per month on outstanding accounts and assisting patients with billing inquiries.

Financial Assistance Program Manager

Elevate Your Business with Expert Financial Consulting and Advisory Services

At Wealth & Worth Within, we specialize in providing top-tier financial consulting and advisory services tailored for established 7 and 8-figure companies. As your business grows, so do the complexities of managing your finances. Our mission is to guide you through these challenges with expertise and precision.

Why Choose Us?

1. Expertise Beyond Your Accountant and Bookkeeper
As your business scales, you may find that your current accountant and bookkeeper can no longer meet your evolving needs. Our team brings a wealth of financial expertise and experience to enhance your leadership team. We offer a comprehensive financial team, including a CFO, controller, and financial analyst, all for a fraction of the cost of hiring full-time staff.

2. Proven Financial Leadership
With over 17 years of financial experience, our fractional CFO professionals have a diverse background ranging from small business consulting to corporate finance. We pride ourselves on our ability to think outside the box, making innovative and financially viable solutions possible for your business.

3. Mission-Driven Success
Wealth & Worth Within is dedicated to empowering business owners to grow profits, maintain healthy cash reserves, and pay themselves well. Our goal is to help you build personal wealth while ensuring your business thrives. We aim to close the knowledge gap in business finances, enabling you to create sustainable, long-lasting businesses that generate new jobs and positively impact your communities and families.

4. Team approach and support
By working with us, you gain access to a team of financial professionals with a combined experience of over 40yrs in the financial corporate world. We are able to support not only the strategic financial planning, but also execute the financial analysis necessary to answer your most complex financial questions in business. 

Our Services
•	Fractional CFO Services: Strategic financial leadership to drive your business forward.
•	Controller Services: Accurate financial reporting and compliance to keep your business on track.
•	Financial Analysis Services: In-depth financial analysis to inform your business decisions.
•	Professional Bookkeeping Services: Accurate books with the right accounting model for your industry. Our team of experienced bookkeepers have the accounting background to do the job right and they work under the supervision of our financial leadership team to ensure the highest quality.

Contact us today to learn more.

Carla Titus

View newsletter: CEO Financial Clarity Corner

We have some exciting news to share with you! Meet Abby Bautista – Our Newest CFO! We're thrilled to welcome Abby to the Wealth and Worth Within famil

Open article: Meet Our Newest CFO + Year-End Review Spots Available by Carla Titus • 2 min read

Meet Our Newest CFO + Year-End Review Spots Available

Ever feel like your business strategy isn't quite aligning with your financial goals? A Fractional CFO could be the strategic partner you need. They work alongside you, the CEO, to ensure your company is not only profitable but also financially healthy. By tying your numbers to your business strategy, they help drive growth and success. Let's make sure your finances support your vision! #FractionalCFO #BusinessGrowth #StrategicPartner

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