Find out exactly where your agency is leaking money. In 3 minutes.
The Agency Finance Health Check is a completely free tool for creative agency founders and freelancers who suspect their finances could be working harder — but aren't sure where to start.
The Problem
You're good at what you do. The work is great, clients are happy, and you're busy.
So why does it never quite feel like enough?
The answer is almost never the work. It's everything around it.
It's the project you underpriced because the client felt important. The invoice that's been outstanding for six weeks. The scope that quietly doubled without a conversation. The salary you haven't paid yourself consistently in months.
Most creative agency founders are running their business on instinct — and it's costing them more than they realise.
The Agency Finance Health Check gives you a clear picture of where your financial gaps are — across four of the most common problem areas:
💰 Pricing & Rates Are you charging what your work is actually worth? Do you know which projects are profitable?
🧾 Cash Flow & Billing Are you getting paid on time, on your terms? Can you predict your revenue three months out?
📋 Scope & Boundaries Are you protected when clients ask for more? Does your paperwork back you up?
📊 Business Finances Do you know your break-even? Do you pay yourself consistently? Do you have a buffer?
The Solution
About Becki
I'm Becki, founder of The Operative Studio. I work with creative businesses to build the operational and financial systems that let them run more smoothly, more profitably, and with a lot less chaos.
I built this tool because the same patterns come up with almost every creative business I work with — underpricing, unclear scope, inconsistent cash flow, and a complicated relationship with the numbers. The Health Check is the fastest way I know to show you exactly where to look.
If your results tell you you need more than a checklist, I'm here for that too.