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Sidekick AccountingScorecard

Free Financial Health Check

Discover Your Agency's Profit & Cash Score

Evaluate 5 key areas of your agency's financial health and get a personalised action plan — in just 5 minutes.

Take the Scorecard

No payment required. Results delivered instantly.

The Agency Profit & Cash Scorecard

Running an agency is demanding — and financial blind spots can quietly erode your margins. The Agency Profit & Cash Scorecard helps you assess 5 key areas that determine your agency's financial health: from profit visibility and cash flow to tax planning and operational efficiency.

In less than 5 minutes, you'll gain clarity on where you're thriving and where small, focused changes can lead to significant improvements in your bottom line.

Take the Scorecard

Know Your Numbers

Understand exactly where your agency stands financially with a clear, jargon-free breakdown.

Spot Hidden Risks

Identify cash flow gaps, profit leaks, and tax inefficiencies before they become problems.

Get Actionable Steps

Receive personalised priority actions you can implement immediately to improve your bottom line.

How It Works

Answer 20 quick multiple-choice questions across 5 key financial categories. You'll receive your Agency Profit & Cash Score and tailored insights to guide your next steps.

1

Answer Questions

5 minutes of quick multiple-choice — no number crunching needed.

2

Get Your Score

Instant breakdown across all 5 financial categories.

3

Take Action

Download your personalised PDF report with priority actions.

You'll be scored across 5 key areas

Each category is scored independently so you can see exactly where to focus.

Profit Visibility

Margins, project costs, and client profitability.

Revenue & Pipeline

Forecasting, sales pipeline, and recurring income.

Cash Flow

Cash visibility, debtor days, and reserves.

Operations

Utilisation, scope control, and automation.

AI Readiness

AI adoption, automation, and team preparedness.

Frequently Asked Questions

Ready to discover your agency's financial strengths and opportunities?

Take the Scorecard now and receive your personalised Agency Financial Report.

Take the Scorecard