Fiscal Advocate, Inc.

03/30/2022

Last call! 📢 Just 1 day until our next Webinar for Agency Owners, CEOs and firm Finance leaders! ⌛

Don't miss this rare chance to learn a proven process for:
• Agency Goal Setting
• Staff Planning and Budgeting
• Ongoing measurement, and
• Responsive re-forecasting

Save your seat NOW to discover how to leverage your budget and forecasting to fuel growth!
Thu Mar 31st from 11am - 12:00 Noon CST 📆

Register now for Line Items at: https://www.eventbrite.com/e/269191568227?utm_source=Facebook&utm_medium=organic_post&utm_campaign=LineItems_March&utm_content=link

And if 3/31 doesn’t work, event registrants will receive the recording whether they attend or not!

03/07/2022

Ready to fight for your annual ? 📈 If you are, you won't want to miss this upcoming Connex webinar by American Marketing Association Chicago with Ramsay Innovations' founder Jon Morris.

Join other fellow marketers to get excellent insights about:
- How to build your bottom’s up budget to meet both your revenue and strategic goals.
- Best practices for building your supporting business cases and how and when to fight for more.
And more!

Be part of a memorable and instructional night this March 9th at Catalyst Ranch.

Register now at: https://amachicago.org/events/connex030922/

And follow us for more tech-enabled finance & strategic planning tips for marketing agencies.

Stay connected through Connex! We’re bringing together colleagues, friends, entrepreneurs and creative professionals. Connect with fellow marketers to talk over Read More

01/21/2022

We're excited to share our FREE inaugural event: "Line Items - Where marketing firm owners learn agency-specific finance"

Did we mention it's FREE?

Join us on January 27th so you can start leveraging your books and financials to fuel growth, rather than just viewing them as a necessary housekeeping evil!

Dare we say, you might even start viewing finance as fun. No? Was that a stretch?

Come join us online at: https://lineitemsvirtual.eventbrite.com/

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

01/01/2022

We wish you a , from the entire Ramsay Innovations family! 🎊

12/29/2021

Why should a marketing agency invest in sales and marketing? And what role should the CEO of the company play in this decision?

In this clip from Built To Sell, our CEO Jon Morris shares his own experience to answer this old-as-time question.

Watch the rest of the episode at: https://www.youtube.com/watch?v=cpvJjm5kLm0

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

12/23/2021

In this episode of Built To Sell, our CEO Jon Morris joined host John Warrillow to discuss the process of selling his digital marketing agency to a global marketing services provider.

Tune in to learn about:
- The simple acid test used to ensure each of their 250 employees lived their brand.
- What he found most challenging about raising money.
- The challenges associated with negotiating with “follower” investors.
- How much of a growth capital partner’s investment you get to keep.
- The unique way his partner incentivized him to stay through his earn-out.
- The three things that should be in your operating agreement with investors.

Plus, useful insights about financial management for fueling the growth of your digital marketing agency.

Watch here: https://www.youtube.com/watch?v=cpvJjm5kLm00

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

Despite starting with just $10,000 in 2004, Jon Morris built Rise Interactive, a digital marketing agency, to more than 100 employees before deciding to sell...

12/10/2021

Do you have both a rearview and a clean, sunny windshield view of your business? To succeed in growing your business, you need both in your finance department.

Start by understanding your Accounting and Financial Planning & Analysis: the two major functions of your department.

What the clip to learn more.

Want more financial advice? Follow Ramsay Innovations for tips on managing finances for marketing firms.

12/07/2021

Many marketing agencies are looking for 20% of their revenue to be profit. The reality is very different.

You should target a much lower profit number, and reinvest some of your revenue into your business to fuel growth.

Learn how to allocate money to sales and marketing to increase the likelihood of growing your business.

Want more financial advice? Follow Ramsay Innovations for daily financial planning tips.

12/03/2021

To help your marketing agency grow faster, you need to start utilizing your financial infrastructure for the better.

There are three components to this:
1. Investment Allocation,
2. Easily Surface Insights on a Monthly Basis,
3. and Cash Flow Analysis.

Watch the video to learn more about these techniques for your marketing agency.

And at Ramsay, we can take care of it all for you so you don't need to spend large sums of money hiring an internal FT CFO.

Want more financial advice? Follow Ramsay Innovations for daily financial planning tips.

11/30/2021

Is your CFO giving you accurate data, insights to identify problems, and, most importantly, solutions to solve those problems?

So many marketing agencies don't allocate their dollars to the areas that will generate the greatest return to fuel growth, and they often end up with cash flow problems.

You need a CFO that will help you gain control of your finances in order to grow your business.

Watch the video to learn the four simple ways to rate your accountant or CFO. https://youtu.be/YE6iWTc-75c

Want more financial advice for marketing firms? Follow Ramsay Innovations for daily financial planning tips.

Jon Morris, the CEO of Ramsay Innovations, explains how to rate your accountant or CFO in four simple ways. As a business owner, you want to make sure that e...