The Agency Money Map
& Tax Blueprint
In 10 days you’ll have a written plan built around your goal — more take-home, less tax surprise, or the ability to hire. Your numbers. Your priority. Your plan. If you don’t walk away with clarity, you don’t pay.
Clarity Guarantee: Full refund if you don’t walk away with a clear written plan. No forms. No arguing.
Start monthly within 30 days → $2,500 credited to your first invoices
Six deliverables. One clear plan. Ten days.
Every Money Map is built around your numbers and your priority — more take-home, less tax surprise, or the ability to hire without guessing.
Goal & Intake
Before we touch a number, you tell us your priority — more take-home, less tax surprise, or the ability to hire. A short intake form plus a goal-setting segment at the start of your call ensures the Blueprint addresses what you’re actually trying to accomplish. Not a generic financial review.
Deep-Dive Money Map Call
60–90 minutes on Zoom. We clean and normalize your current numbers live — revenue, ad spend, payroll, tools. We show you your true profit margin, your effective tax rate, and exactly what you can safely pay yourself each month. By the end of the call you have clarity on every number that matters.
12-Month Blueprint + Google Sheet
Delivered within 10 days. An 8–10 page written plan covering where you are now, your pay and tax plan with specific salary and distribution numbers, and a cash allocation and hiring roadmap. Plus an editable Google Sheet — plug in different revenue scenarios and instantly see take-home, tax set-aside, and hiring capacity.
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. Most agency owners who have never had this conversation are leaving $10,000–$22,000 on the table every year.
Owner Pay & Hiring Plan
Exactly how much you can safely pay yourself — W-2 salary and distributions — without creating IRS risk, cash shortfalls, or unnecessary payroll tax. Plus a hiring roadmap: at what consistent revenue you can safely add a role, at what salary, and what it does to your take-home. The number most agency owners guess at for years.
30-Day Follow-Up Call
A 30-minute call within 30 days of Blueprint delivery. Questions answered, minor adjustments made, confirmation you’re executing. Most clients have everything they need after the Money Map call. This is for everyone else — and it’s included at no extra charge.
What happens after you book
20-minute fit call
We confirm your business is the right fit, answer any questions, and schedule onboarding. If we’re not the right fit, we’ll tell you who is. No pitch, no pressure.
Intake form + connect your accounts
You complete a short intake form — priority #1, revenue range, current setup. Then connect QBO read access and send 12 months of bank and Stripe statements. Takes about 30 minutes total on your end.
We review your numbers (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.
Deep-Dive Money Map Call (day 10)
60–90 minutes on Zoom. We walk through every finding. You ask anything. By the end you know your owner pay, tax projection, S-corp salary, and hiring capacity — or the Clarity Guarantee kicks in.
Blueprint + Google Sheet + 30-day follow-up
The 8–10 page PDF and editable Google Sheet arrive within 10 days. A 30-minute follow-up call is included within 30 days. Take the Blueprint and execute it yourself — or start monthly service within 30 days and the $2,500 is credited toward your first invoices.
What you’ll know after the call: Exactly what you can safely pay yourself. What you’ll owe in taxes this year. Whether your S-corp salary is defensible. What your real margin is. At what revenue you can afford to hire.
What you won’t have to guess anymore: Whether it’s safe to take a distribution. Whether your accountant is catching everything. Whether April will be a surprise. Whether your structure is costing you money.
The credit mechanic: Start monthly service within 30 days and the $2,500 applies to your first invoices — Month 1 is $0, Month 2 is $1,494. The plan effectively becomes free when we execute it for you.
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. Build the plan yourself. 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, a written pay and tax plan, an S-corp checkup, a Google Sheet model, and a 30-day follow-up call. Fixed fee. Clarity Guarantee.
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’d find 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 revenue is up but the 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 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, 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.
If you start monthly service at $1,997/month within 30 days of receiving your Blueprint, we apply the full $2,500 toward your first invoices. Month 1 is $0 (covered by the credit). Month 2 is $1,494 (remaining $503 credit applied). Month 3 onward is the standard $1,997/month. The Money Map effectively becomes free when we execute the plan for you. This credit applies only if you start within 30 days of Blueprint delivery.
No. The Money Map is a standalone engagement. Take the Blueprint and implement it yourself with no further obligation. If you want us to execute the plan, the $2,500 credit applies if you start within 30 days. No pressure either way. We’ll tell you clearly which option makes more sense for where you are.
We send a short onboarding checklist: 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 charges $3,000–$15,000 per month for this level of analysis. A Big 4 one-time financial review runs $5,000–$20,000+. A tax strategy session with an EA who specializes in agencies 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 the first quarter. If it doesn’t, the Clarity Guarantee means you don’t pay. And if you go monthly, the $2,500 is credited on your first invoices.
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 · Credit toward monthly service