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
