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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 operational efficiency and AI readiness.

In less than 5 minutes, you'll get your scores benchmarked against peers in your revenue bracket, a personalised financial impact estimate, and a 90-day roadmap to improve your bottom line.

Take the Scorecard

Benchmark Against Peers

See how your agency compares to others in your revenue bracket across all 5 categories.

See Your Financial Impact

Get a personalised estimate of the annual value you could unlock based on your revenue and scores.

Get a 90-Day Roadmap

Receive a prioritised action plan with quick wins, monthly goals, and strategic improvements.

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 with peer benchmarking across all 5 categories.

3

Get Your Roadmap

Download your personalised PDF with financial impact data, benchmarks, and a 90-day action plan.

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