Why this Scorecard matters

This is not just another quiz.

It gives agency owners a practical, personalised snapshot of how ready they are to scale, and where to focus to build a more profitable, sustainable business.

What you'll get


Get your personalised score across 7 key financial drivers
See exactly what’s working – and what’s quietly holding you back
Get instant clarity on where to focus for profit, cashflow and scale

Plan It

Get your personalised score across 7 key financial drivers, so you can see where your agency stands right now.

Implement It

See what’s working, what’s quietly holding you back, and what needs fixing before growth becomes harder to manage.

Measure It

Understand the key metrics that drive smarter growth, stronger profit and better cashflow.

Support It

Get clarity on what to stop, start or double down on based on your score, so scaling or exiting your agency becomes a more realistic option.

Are You Ready to Scale Your Agency with Confidence?

Running an agency can feel like juggling ten plates at once. You’ve hit the 6 figure milestone, but scaling beyond £200k to £1m or multi £m's - comes with challenges.

❌ Are cash flow issues holding you back?

❌ Are you struggling to identify your most profitable clients and services?

❌ Does managing finances feel overwhelming as your business grows?

You’re not alone. Many agency owners feel stuck at this stage, unsure how to handle the complexity of growth. That’s why I created The Agency Plan For Profit Scorecard.

Who Is This Scorecard For?

  • Agency owners - marketing, design, creative, PR, recruitment, training, consultancy, etc
  • Generating 6 figures and looking to scale to £1m+
  • Looking to build a profitable, scalable agency without burning out
  • Looking for financial clarity and no more chaos or uncertainty

If this sounds like you, The Agency Plan For Profit Scorecard is your next step

Customer testimonials

Fiona has been our accountant and strategic support for many years and has added so much value to our business. She has guided us through business strategy, provided us with the relevant inputs to support key commercial decisions and helped us manage cost and cashflow to create a thriving business.

I would recommend Fiona to any small business that wants the wisdom of a Finance Director, the rigour of an accountant and the support of a true partner. Fiona is brilliant

Current Sterling Financial Management Client

Fiona joined our business and brought us the financial expertise to make key business decisions. Not only was she able to ensure a smooth running finance division but contributed strongly to our strategic direction. I look forward to engaging with her again on my next entrepreneurial adventure.

Current Sterling Financial Management Client

We highly recommend Sterling Financial Management. Having worked with Fiona for several years we have been delighted with the service received, the personal touch given, the high level of communication and ability to adapt accounting reports to the needs of our company. A very important third-party member of our business structure.

Current Sterling Financial Management Client

About the Author - Fiona, Chartered Management Accountant

Hi, I’m Fiona, and I specialise in helping agencies and service-based businesses like yours build strong financial foundations.

With over 25 years of experience in finance - and 10 of those dedicated to working with agencies - I’ve helped businesses like yours scale profitably and sustainably. From leading the finance function for a growing marketing agency to driving financial strategies for a high-growth insurance company, I know what it takes to create systems that support long-term success.

My mission is to take the overwhelm out of finances and give agency owners the clarity and confidence they need to grow their businesses with ease.

Your Next Step

Find out exactly where you are on your growth journey, and what’s holding you back from scaling to £1m+. It takes just 2 minutes, no numbers are needed, and you’ll receive your customised results instantly for free.

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