The Agency Money Map
& Tax Blueprint
In 10 days you'll know exactly what you can pay yourself, what you'll owe in taxes, and where your profit is actually going. Fixed fee. Clear deliverable. Clarity Guarantee.
Clarity Guarantee: Walk away knowing your owner pay, tax liability, and profit leaks — or full refund. No forms. No arguing.
No ongoing commitment required. After the call you can continue as a monthly partner at $1,997/mo or take the Blueprint and run it yourself.
Six deliverables. Clear answers. Ten days.
Every Money Map produces the same six deliverables, tailored specifically to your agency's numbers.
12-Month Financial Review
We take your last 12 months of bank feeds, Stripe payouts, and QBO data and clean it up. Revenue categories separated correctly. Ad spend — pass-through vs. own — properly classified. Contractors categorized. You get a clean, accurate picture of what actually happened.
Client & Channel Profit Snapshot
Which clients are actually profitable after delivery costs? Which offers carry the best margins? Most agency owners know their top-line numbers but not their actual margins by client or offer. This snapshot shows you exactly where your profit is coming from — and where it's going.
12-Month Cash & Tax Projection
What will you owe in taxes this year, based on your current trajectory? When will you have cash to hire, invest, or distribute? This is a one-page projection that makes the next 12 months visible — so April is never a surprise again.
Owner Pay & Profit Plan
Exactly how much you can pay yourself — both W-2 salary and distributions — without creating IRS risk, cash shortfalls, or unnecessary payroll taxes. The plan accounts for your estimated taxes, your working capital needs, and your S-corp structure.
S-Corp Reasonable Comp Checkup
We calculate your IRS-defensible reasonable compensation based on your revenue, your role, and current industry benchmarks. If your salary needs to change — we tell you by how much and why. Written recommendation included.
Money Map Call + PDF + Loom
60–75 minute Zoom where we walk through every finding. A 3–5 page PDF Blueprint you can keep and act on. A Loom video walkthrough so you can re-watch any section. You don't just hear the answers — you have them in writing.
What happens after you book
You book a 20-minute intake call
We confirm your business is the right fit, answer any questions, and schedule the onboarding. No pitch, no pressure — if we're not the right fit, we'll tell you who is.
You connect your accounts (30 minutes)
We send a simple checklist: QBO read access, bank and Stripe statements for the last 12 months. No software to install. Takes about 30 minutes on your end.
We do the work (days 1–9)
We run your financials through our agency-specific review process. You don't have to do anything. We may send 2–3 questions by email if something needs clarification.
The Money Map call (day 10)
60–75 minutes on Zoom. We walk through every finding. You can ask anything. By the end of the call you have clarity on owner pay, taxes, and profit — or you don't pay.
PDF + Loom delivered same day
The 3–5 page Blueprint and Loom walkthrough arrive in your inbox within 24 hours. Two options: take the Blueprint and implement on your own, or continue as a monthly partner at $1,997/month.
What you'll know after the call: Exactly what you can pay yourself. Exactly what you owe in taxes this year. Which clients and offers are profitable and which aren't. Whether your S-corp salary is right. Where your cash is going.
What you won't have to guess anymore: Whether it's safe to take a distribution. Whether your accountant is catching everything. Whether your structure is optimized. Whether April will be a surprise.
Three honest paths forward
You have three options right now. We'll lay them out without pressure.
Figure it out yourself
Spend the next several months learning QuickBooks, S-corp rules, reasonable comp calculations, and Stripe reconciliation. Get the books clean, run the projections, and build the plan. If you have the time and the accounting background, this can work.
Cost: $0 cash · 40–100+ hrs · 3–6 monthsAgency Money Map
In 10 days you have a clean review, a 12-month projection, an owner pay plan, an S-corp checkup, and a clear PDF Blueprint. Fixed fee. Clarity Guarantee. No guessing.
Cost: $2,500 · 10 days · 30 min on your endKeep doing what you're doing
Stay with your current setup and see what happens. Maybe things are fine. Maybe they're not — and the gaps we outlined are costing you $15,000–$40,000 per year right now without anyone catching it.
Cost: $0 · Ongoing · Unknown exposureIf your finances were exactly the same in six months — would you be okay with that?
Still not sure how much you can pay yourself. Still guessing at quarterly taxes. Still wondering why your revenue is up but your bank account feels thin. If the answer is no — the Money Map is the next step.
Book My Money Map CallQuestions about the Agency Money Map
If by the end of your Money Map Zoom call you don't have clear, specific answers to these three questions — (1) how much you can safely pay yourself right now, (2) what you'll owe in taxes this year, and (3) where your profit leaks are — you get a full refund. No forms to fill out, no reasons required, no argument. You either have the clarity or you don't. If you don't, you don't pay.
No. Most clients come to us with books that haven't been reconciled in months, were set up with a generic chart of accounts, or have a mix of personal and business transactions. Identifying what's clean and what needs fixing is part of the process. If cleanup is significant, we'll scope it separately — but a messy starting point doesn't disqualify you from booking.
No. After the Money Map you have two choices: take the Blueprint and run it yourself (with no further obligation), or continue as a monthly partner at $1,997/month for ongoing bookkeeping, tax planning, quarterly reviews, and annual returns. We'll tell you clearly which option makes more sense for where you are. Some clients do the Money Map and we never speak again — and we're genuinely fine with that.
We'll send a short checklist at onboarding. Typically: read-only QBO access, 12 months of bank statements (we can often pull these directly), Stripe or payment processor reports, any existing payroll records, and your current S-corp setup documents (if applicable). Most clients have everything we need within 30 minutes of starting.
A fractional CFO would charge $3,000–$15,000 per month for this level of analysis. A one-time financial review with a Big 4 firm would run $5,000–$20,000+. A tax strategy session with an EA who specializes in your industry is typically $400–$800 per hour, and you'd need several hours minimum to cover what the Money Map covers. The $2,500 is fixed-scope, guaranteed, and designed to pay for itself in the first year — often in the first quarter. If it doesn't, the Clarity Guarantee means you don't pay.
Book your Agency Money Map call
20-minute intake call. We confirm fit, answer questions, and schedule onboarding. No pitch. No pressure. If we're not the right fit we'll tell you who is.
Schedule My Intake CallFixed $2,500 fee · 10-day turnaround · Clarity Guarantee · No ongoing commitment required