Free Resource — Agency Financial OS

The financial system behind
$50M+ in agency
cash flow. Free.

A simple financial operating system for marketing and creative agencies doing $300K–$3M. The same frameworks we install for paying clients — free.

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Get Instant Access — It's Free
Takes 10 minutes to implement the first framework. Used with real clients at $500K–$3M in annual revenue.

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$50M+
Agency cash flow managed
15 hrs
Average founder hours saved per month
$4K/mo
Average savings per client
100+
Agencies using the OS
What's Inside

8 frameworks. One operating system.

Everything we install for agency clients who want predictable cash, safer hires, and controlled taxes — compiled into one free resource.

📊
Profit Targets by Revenue Level
Net margin benchmarks at $300K, $500K, $1M, $2M, and $3M
Margins
💵
Owner Pay Framework
A defensible salary number based on revenue tier and profit margin
Compensation
🚦
Hiring Gate + Optimization System
A financial threshold that tells you exactly when you can hire
Hiring
👥
Revenue Per Employee Benchmarks
Track team productivity the way high-margin agencies actually do
Team
💻
Software Spend Limits
A rule-of-thumb ceiling for tool spend as a % of revenue, by stage
Expenses
🧾
Effective Tax Rate Planning Ranges
Reserve the right amount every month — no Q4 scramble
Taxes
🏦
Cash Runway Forecasting
See how many months you have if one, two, or three retainers churn
Cash
✅
Implementation Checklist
The exact checklist we walk real clients through to install this system
Action
The Detail

Built from real client work,
not financial theory.

Here's what four of the frameworks actually do — and why agency owners specifically need them.

Hiring
The Hiring Gate
Most agency owners hire based on how busy they feel. The Hiring Gate replaces that with a financial threshold — gross margin and cash runway have to clear the bar before you make an offer. If they don't, you know exactly what has to change first.
Compensation
Owner Pay Framework
Founder pay is one of the most mismanaged line items in small agencies. This framework gives you a defensible number based on your revenue tier, profit margin, and tax obligations — so you stop guessing and stop pulling from the business account hoping it works out.
Cash
Runway Forecasting
A lightweight model built for retainer-heavy agencies. Input your monthly burn and current cash position and it shows exactly where you stand if one, two, or three clients churn at once. Simple, fast, and the thing most owners have never actually built.
Taxes
Tax Rate Planning Ranges
Federal, state, and self-employment taxes can stack to 30–40% of net income for agency owners. This gives you a planning range by income level so you're reserving the right amount monthly — not scrambling in Q4 or writing a check you weren't ready for.
Why It Works

The same system we install
for paying clients.

We manage over $50M in annual agency cash flow. This OS is a distillation of what actually moves the needle across dozens of real engagements.

✓
Predictable cash flow
Stop wondering what's in the account. Know what's coming in, going out, and sitting idle every month.
✓
Safer hiring decisions
Replace the gut-feel hire with a financial threshold. Know when you're actually ready before you post the role.
✓
Controlled taxes
Know your effective rate and reserve the right amount monthly. No more April surprises.
✓
Higher margins
Benchmark your actual numbers against what healthy agencies at your revenue level are hitting.
✓
Less financial stress
When the system is running, you stop avoiding your books — because the numbers finally make sense.
✓
Built for your revenue range
Not generic small business advice. Benchmarked for agencies doing $300K–$3M in annual revenue.
What Clients Say

Agency owners who
got the clarity.

★★★★★

"Logan helped me see where my expenses were going and better organized my books. Not only did this provide me with a better understanding of my spending, but it also made it 10 times easier for me come tax time. He took the time to walk me through my expenses and offered some great suggestions to improve my business. I would highly recommend working with Logan."

EA
Erik Allen
Founder, Erik Allen Media & Podcast
★★★★★

"Logan at We Got Your Books has been incredibly helpful to my marketing business, organizing the business finances so I can make data-driven decisions. His expertise and communication skills make him an invaluable asset and advisor for any business seeking clarity and confidence in their finances."

JK
Josh Krause
Owner, Elevate Digital Marketing
★★★★★

"I was introduced to Logan by a friend, and couldn't be more happy to have Logan doing our books. He asks the right questions, is thoughtful, and works really fast. He did a great job on our year end summary and highlighted a few ways to save money I had never thought about. I definitely recommend working with Logan."

AR
Anne Ricketts
Owner, Lighthouse Communications
Get the OS

Get the hiring framework, owner pay model,
and tax planning ranges — free.

Drop your email. Get the Agency Financial OS. Start using it this week.

Free — Instant Access

No credit card. No spam. Just a really useful financial framework.