The Trimline System™ helps ambitious agency founders fix margins, stabilise cash flow, and scale without chaos.
We start by cleaning up the financial foundations so you can make confident, data-backed decisions.
Then we model your path to profit using proven tools to diagnose leaks, optimise pricing, and unlock team performance.
Finally, we support your growth with monthly CFO guidance, giving you the clarity to lead, not react.
Get the Fundamentals Right
We clean up your data, build custom reports, and show you what’s really driving or draining profit.
Includes: onboarding, margin clarity, revenue per FTE, growth goal alignment.
Make Smarter Moves, Faster
We roll out dashboards and monthly reporting so you can spot issues early and make sharper decisions.
Includes: team capacity modelling, client profitability tools, and a our signature Trimline Profitability Project(™)
Scale with Confidence
We guide you up the growth curve with forecasting, strategic planning, and CFO support that helps you build a business worth buying.
Includes: forecasting, quarterly & annual strategy reviews, & exit planning
A fractional CFO is an experienced chief financial officer who works inside your agency part-time. You get the same strategic firepower a big company gets from a full-time CFO: forecasting, margin analysis, pricing and growth decisions, sized and priced for an independent agency.
Agency owners facing the problems growth creates: revenue is climbing but profitability isn’t following, you don’t know when to hire or who to let go, cash flow keeps surprising you, or you’re staring down a restructure and need to make tough calls with confidence. If you’re pre-revenue or just need your BAS lodged, you don’t need us yet. A good bookkeeper and accountant will do.
Your accountant manages the past: compliance, BAS and tax. A fractional CFO manages the future: margins, pricing, forecasting and the decisions that grow profit. Most agencies need both. They do different jobs.
No. We work alongside them. Your bookkeeper keeps the data flowing, your accountant handles compliance, and Trimline turns those numbers into decisions. Everyone stays in their lane. Your finance function just gets a leader.
More profit, more cash in the bank, and an agency that runs with less of you in the weeds. That’s the outcome we’re accountable for. Everything we deliver exists to get you there.
It’s anchored around a monthly call where we make decisions together, backed by two core deliverables. First, your management reporting pack: KPI analysis against agency benchmarks, graphs, commentary, and progress against the goals we’ve set together. Second, a tailored profit and loss forecast: the year ahead, how profit is tracking, what it means for your cash, and when you can afford to hire.
Behind those sits a deep toolkit we pull out as you need it: client profitability analysis, team and headcount modelling, frameworks for price increases and reinvesting profit, a rapid profitability project for agencies tight on margin and cash, and exit-readiness checklists for owners building towards a sale. Most clients also get ad hoc access between calls, so decisions don’t wait a month.
One client grew revenue 66% while streamlining cash flow. Another lifted profits 26%. Every agency is different, but the pattern is the same: find where margin is leaking, fix pricing and capacity, then scale what’s working.
We ask for a three-month initial commitment. That’s how long it takes to do the setup properly, and it’s front-loaded with value: a kickoff call, a full financial diagnosis, and getting your reporting dialled in. After that, support scales up or down with what your agency needs.
Less than the profit it should find. A full-time CFO can cost your business $300K a year. That’s $25K a month before they’ve made you a dollar. Our fees are a fraction of that, scoped to your agency’s size and stage.
And we’d rather you think of it as an investment than a cost. If we lift your profit margin by 2 to 3%, it pays for itself. So why not try it for three months? We bet you’ll learn something about your agency worth more than the fee. Book a call and we’ll give you a real number.
