How It Works?
Answer 20 Quick Questions
Spend 3 minutes answering tailored questions about your agency’s financial operations.
Get Your Financial Health Score
Instantly receive a custom score with actionable insights on how to improve your financial performance.
Unlock Growth Opportunities
Identify the gaps holding your agency back and discover strategies to enhance profitability and cash flow.
Optional: Book a Free Strategy Call
Want to dig deeper? Schedule a no-obligation call to explore how Rocksteady can support your financial goals.
You’ll be scored against the following key areas:
Your Growth and Profitability
Evaluate how effectively your agency drives sustainable revenue growth and maintains healthy profit margins. This covers your financial targets, pricing strategy, and overall business scalability.
Team Alignment and Financial Support
Assess how well your internal team and financial systems support business goals. This includes leadership engagement with KPIs, financial reporting, and the use of technology to streamline operations.
Financial Stability and Risks
Understand how resilient your agency is against financial risks. This involves managing cash flow, diversifying your client portfolio, & having safeguards against financial challenges.
Financial Confidence and Clarity
Let's measure your confidence in managing your agency’s finances, from pricing strategies and tax planning to knowing how much you can sustainably pay yourself and invest back into your business.
Don’t just take our word for it, see what others have to say
“We recently engaged with Huw and Aggie from Rocksteady for Growth to help us with our EBITDA reporting for our small Marketing agency - to help us analyse the monthly figures better and see where we can tighten our spending to help improve the bottom line. Huw and his team came highly recommended, and I can see why… they have been professional, friendly, and very patient with us as we get our heads around the numbers and formulas. Thank you Huw and Aggie; hopefully we will talk again soon!”
Ian RichardsonOne Degree North
"From the first moments of working together, I knew I'd made the right decision hiring Aggie & her team as our fractional Rocksteady. She put a solid plan in place to ensure our finances are not only in good order, but we also have a roadmap supporting our growth plans. We're already seeing improvements in the quality of our reporting and financial visibility!"
Magda Kolesinski
It’s Personal
“Aggie has been instrumental in transforming our business finances over the last two years, enabling us to make great strides in achieving our business goals, reviewing our finances, profitability, and pricing. Aggie and the team bring professionalism and empathy, combined with a clear drive and serious commitment to help us succeed, which is unprecedented. Aggie and the Rocksteady for Growth team are highly recommended.”
Milly JamesBlue Goose
FAQs
Explore our FAQs for quick solutions and insights into our services.
It only takes about 2-3 minutes to complete. We've designed it to be quick and insightful so you can easily fit it into your day.
Yes! The Financial Health Check is completely free, with no hidden fees or obligations.
This tool is designed for marketing, creative and digital agency owners looking to improve financial clarity, profitability and overall financial performance.
You’ll instantly receive a personalized financial health score with actionable insights. You can also book a free strategy call with us to explore how to turn these insights into real results.
Absolutely. Your responses are 100% confidential and will only be used to provide you with tailored insights.
