Calvin Wilder, Founder and CEO of SmartBooks, authored The Financial Operating System for Marketing Agencies to help agency owners gain financial control. Drawing from over 20 years of experience with agency leaders and small businesses, this book offers a practical system for making informed decisions, improving cash flow, and reducing financial stress.

Marketing agencies often face unique financial challenges. Revenue streams are typically project-based, margins can fluctuate, and rapid growth is common. To address these issues, Calvin developed a system that simplifies financial processes and leverages data for smarter decision-making.

This guide introduces a structured approach to enhance transparency, boost profitability, and alleviate financial pressures. Whether you’re grappling with cash flow challenges, aiming to establish clear financial objectives, or striving to synchronize your team’s efforts with key performance indicators, this book offers a comprehensive framework to support your journey. In this book, you’ll learn to create a tailored chart of accounts and set clear financial targets. It guides you in tracking essential metrics

like net profit, labor value, and contribution margin. Additionally, it covers budgeting, forecasting, and aligning finances with business goals—all without requiring a finance degree. The primary objective is to assist agency owners in making smarter choices and operating more stable, profitable businesses.

Ready to take control of your agency’s finances? Enter your contact information below to download your free copy of The Financial Operating System for Marketing Agencies and embark on the path to a healthier business.

If you’re serious about strengthening the financial health of your agency, this free resource is a must-read.