After working with over 50 business owners as their Fractional CFO, I noticed how some consistently broke through their growth ceilings, while others remained stuck. 

The difference? The ability to understand and ACT on the numbers.

The biggest shocker here is that most businesses still rely on a basic P&L and some messy sheets to track their performance and plan ahead. We're putting a stop to that. With our best-in-class financial models and forecasts, we don't just put our clients back in control, we provid the direct actions to take to run your business without the constant guesswork

Joey Wit

Exactly 5 months out from my first Iron Man.

Ramping up now to 15+ hour training weeks. Schedule and nutrition dialled in. Weekly training session with my coach.

Definitely underestimated this beast. But life isn't fun without big goals.

Joey de Wit

Founder of AgenCFO - ROI-obsessed CFO services for agencies and eCom | 50+ clients served | Building own portfolio along the way | Ironman prep 7’26

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Onboarded a new client this week doing $130K/mo.

Absolute killers who scaled their agency super quickly to this point.

But on the backend they still operated across multiple entities and had no complete view of their numbers.

Seeing this with a lot guys from outside the US. Multiple entities across countries are a pain to deal with.

The problems this creates:

• Margins can drop 10-15% and you won't notice until it's too late
• Near impossible to exit the business with no clean structure
• Required to spend hours tracking & reviewing numbers

Plus big issue now is that no AI is useful with bad data.

We're now consolidating everything into one management view.

Automating it all to get near real-time margins and metrics like LTV, churn, CAC, and client profitability.

These guys will scale to $300K/mo while holding 50%+ margins.

With a proper view you don't have to guess anymore. Or waste time.

Lot of power in seeing the truth.

We've worked with 50+ agencies.

Most pay themselves far too little, or way too much.

If you want to make your agency work (and get rich doing so), you need to pay yourself right.

This template tells you exactly how. Comment "Comp" and I'll DM it (no sign-up).

Main reason why your agency's profits aren't growing:

Your hiring trigger is broken.

See all the time how agencies add new hires at the same rate as they get clients.

Team is always busy, and "bad" clients are always taking too much time.

The answer isn't adding more headcount when revenue doesn't support it yet.

Each team member and pod must be justified, or something is broken.

First step is knowing your client profit & team capacity.

Fix this & you fix your profit.

The agencies winning in 2026 won't be signing the most clients.

They'll be keeping AND scaling them.

Most still don't realise how much extra $ you'd make by improving retention by a few %.

This area is getting me so excited, as now with AI you can genuinely do sooo much more to nail this.

It's also the answer to your rising CAC problems and roller coaster revenue months.

You won't survive long if you're just churning & burning through them (think churn rates above in 10% - 15% range).

Goal is to get all our clients now to 5% (we're at sub 3% ourselves).

Becoming the partner they can't afford to lose.

LTV is the name of the game.

AI can now get your agency to 7/8 figures with 80% gross margins

May not last forever, but first movers are winning big.

But only if you approach it right.

I'm now seeing lots of agencies spend tens of thousands to:

• Save an hour a week on reporting
• Create summaries of call transcripts
• Help with creative analysis (and just have more insights)

All are great. 

But efficiency ≠ more cash.

To get more CASH you actually have to:

1. Get your team to cover more clients
2. Lower your team cost per client
3. Charge more for the same thing
4. Sign a bunch more clients

All can be ENABLED by AI. But AI won't actually do it for you.

If you actually want to hit 80% margins and get more incremental profit, you need to fundamentally change your business model.

That requires knowing in detail where you are actually at.

Capacity, churn rates, LTV, CAC, client level profitability etc. 

Once you know where you're at, you can find out which areas to really focus on.

Not to make them 10% more efficient, but to completely transform them.

Will require hard conversations and real planning.

Doing work faster is just the start. Don't stop there.

This is what we do it all for!

Jason West 🇬🇧🇦🇪 is going places (best agency in the fashion space by a mile).

Here for the ride 🤝

Founder & MD @ Fabrik | We build the systems, stories, and storefronts that power fashion’s next global names

View Jason West 🇬🇧🇦🇪’s profile

Working with a fractional CFO has been transformative for me as an agency owner.


For the longest time, we educated our clients on unit economics, financial literacy, margins, capacity etc. 

We told prospects they needed to have all of this in place otherwise we couldn’t work with them.

And truthfully, we didn’t have this fully in place ourselves. 

Practice what you preach as they say.

At the start of January we began working with Joey de Wit and Elyse de Wit.

Since coming in, along with Jasper Martens  we’ve implemented and identified 

1. Performance driven team bonus structures
2. Competitive company wide salary scales 
3. Precise client profitability 
4. Target Gross Profit Margins
5. Target Revenues 
6. Service pricing that meets the above
7. A full financial dashboard for clarity.

The entire team is now working toward a single goal, with clear visibility into how they can influence profitability for our clients, and therefor for us. 

The more profitable growth they generate our clients, the more they earn, and the more the agency earns in return. 

Clear outcomes, clear levers, and now clear paths for increased earning potential for staff.

We’re now geared up better than ever, to service our clients in line with their own objectives. 

Happier clients, happier staff, happier Jason.

The UAE has been subject to a lot of talk this week, for me it’s head down and push forward. 

LFG 💪🏽

This lazy accounting setup is probably costing you $100K+ every year.

It's also the reason why your P&L swings 50%+ every month.

→ Cash Basis accounting

This only tracks money when it enters or leaves your bank account.

So if you pay some team members late one month, you will now record $0 cost for them in month 1, and 2x the cost in month 2.

Your margins look insane in Month 1, and suck in Month 2, when they're actually stable.

So now you hold off on hiring in month 1 since your P&L tanked.

Or you paused your ads or delayed investments cuz of it.

Then you panic hire in month 2 cuz here you look way more profitable again.

You can't spend hours every month figuring out what's actually happening.

We rebuilt a $200K/mo agency onto accrual (tracking the transactions in the actual months).

P&L swings dropped from 50% to under 10%.

First time they could actually see what was happening in their business.

Your generalist accountant won't raise this. Can DM me if you want a quick check of your P&L.

This is why most agencies never scale from $100K to $500K/mo.

→ Churn Ceiling.

Meaning: as you keep growing, your sales volume isn't strong enough to offset your churn.

Early on with 10 - 15 clients, losing one per month isn't a problem.

You sign 2 new clients and you're still growing. You easily get this from your inbound or referrals.

But at 50 - 100 clients, the math won't math anymore.

Even at a 5% - 10% churn rate, you're losing 5 - 10 clients every month.

Your "sales system" that got you to $100K/mo won't be enough to offset your natural churn.

This is why you plateau aka hit your Churn Ceiling.

Breaking through this requires dialling in your marketing investments.

Few agencies actually spend enough on sales or know how this impacts their margins.

We always models this out in detail. Growth target, churn rate, current margins, cash position. Want to know exactly what you need to invest in sales and how long your business can fund it.

That's how you scale through that $100K/mo - $200K/mo range.

Can DM me if you want to find out what this would look like for your agency.

Alejandro Dinsmore

Finding ways to live a better life through intentional work.

Founder (raised 2M in funding) | Early-stage Product Manager  (0-11M ARR) | Forbes 30u30 (not in jail)

Newsletter: https://alejandrodinsmore.substack.com/

Product Manager

Founding Product Manager - 1500% increase in Loan Volume in 2023. 

Working on B2C and B2B initiatives across the business.

Claude code’s first birthday event was a great time (well done Anthropic)!

If you work at a company that has fully adopted Claude code then you know it’s hard to understate the impact it’s having across all functions, not just engineering. 

It’s also made work a lot more fun. 

It lets me focus on the things that matter and handles a lot of the monotonous tasks, in way that is simple and addicting.

Hard to believe it’s only been out for a year. Can only imagine where things will be by claude code’s second birthday…

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