Financial advisory for creative & marketingagencies
Profit isn't an accident. Let's make it a plan.
Saavo is a financial advisory firm built exclusively for creative and marketing agencies. We help you understand — and improve — your profitability. Not just your books.
30 minutes. No pitch. We'll tell you honestly if we're the right fit.
Built exclusively for creative and marketing agencies doing $500K–$10M.
100%
focused on agencies. We don't do dentists, restaurants, or guesswork.
~30 days
to a clean, agency-specific dashboard you'll actually open.
Year-round
in your corner — not one rushed call at tax time.
Sound familiar?
Your agency is growing. Your team is busy. Your clients are happy. So why does it feel like you're never actually making money?
Most agency owners can tell you their revenue. Very few can tell you their real profit — by client, by service line, by month. That gap is costing you.
“ I don't actually know if I'm profitable — or just busy.“
Revenue is up, the team's slammed, and somehow the bank account doesn't agree. We make the real number obvious.
“ My accountant just files taxes. They don't help me grow.“
Filing is the floor, not the value. We sit in your corner year-round as the strategic partner, not the once-a-year stranger.
“ Cash is always tighter than our revenue says it should be.“
Retainers, AR, and project timing quietly eat your cash. We map it so payroll week stops being a panic attack.
“ I'm a little scared to open my own P&L.“
No judgment, no jargon. We turn the scary spreadsheet into a clear story you can read in two minutes.
“ I need someone who gets agencies — not a generalist.“
We only do agencies. Utilization, scope creep, blended rates — we never need the model explained to us.
Busy isn't the same as profitable. Let's fix that.
Book a discovery call →
Who this is for
Exactly who we built this for
Saavo works with creative and marketing agencies between $500K and $10M who suspect their agency is busier than it is profitable — and want to do something about it.
We operate from agency-specific financial benchmarks: net revenue, utilization, staff ratios, and profitability by client. The same benchmarks David C. Baker has spent decades defining as the standard for how a healthy agency should perform. If you've read his work, you'll feel right at home. If you haven't, we'll bring you up to speed — because these are the numbers that separate thriving agencies from ones that stay stuck.
Either way, our job is the same: help you build an agency where the financial results are as strong as the creative work.
Free diagnostic
Find out exactly where your agency stands.
Enter your real numbers — revenue, payroll, margins, utilization. We'll benchmark them against financially healthy agencies and show you specifically what the gaps are costing you.
Takes under 5 minutes. All fields optional. Instant results.
How it works
From “I think we're fine” to knowing your numbers cold.
Four steps. No 40-page onboarding PDF, no homework you'll never finish. We do the heavy lifting — you get the numbers, the visibility, and the confidence to run your agency differently.
01
You find out what's actually going on
A 30-minute, no-pitch conversation. You tell us where you're feeling the friction. We tell you straight what we'd fix first — and what fixing it is worth.
02
Your numbers finally mean something
We rebuild your financial foundation around the agency model — retainers, project margin, utilization — so every report tells you something useful, not just what happened.
03
You have visibility you've never had before
Within two weeks you get a real-time dashboard built for agencies: profit, cash runway, and margin by client — readable in two minutes.
04
You make better decisions, faster
Monthly strategy that's actually fun — pricing, hiring, runway, the next move. We're the CFO you needed three years ago, but way more fun.
Why Saavo is different
Three things no generalist firm will ever say.
We only work with agencies.
Not restaurants. Not law firms. Not e-commerce. Just agencies — which means we're not learning your business model on your dime.
No partners. No handoffs.
You work with one senior advisor, start to finish. Someone who knows your numbers and stays accountable to your growth.
Profitability is the point.
Compliance matters, but it's table stakes. Every engagement we run is oriented around one question: how do we make your agency more profitable?
What we do
The services that move the needle on profitability.
Every engagement starts with clean, agency-specific books. Then we build the advisory layer on top — so your financials become a tool for growth, not just compliance.
Fractional CFO advisory
A senior financial brain on your team — pricing, forecasting, runway, hiring plans, and the calls that keep you up at night.
Strategy
Agency accounting & bookkeeping
Clean books built around retainers and projects, closed on time every month — not a shoebox you dread in April.
Foundation
Real-time financial dashboards
Profit, cash, and margin by client — live and in plain English. The report you'll actually open every Monday.
Insight
Budgeting & forecasting
Know what next quarter looks like before it arrives. Model the hire, the new retainer, or the slow month — with confidence.
Growth
Profitability & growth planning
We find the margin you're leaving on the table and build the plan to scale it — so growth means more profit, not just more chaos.
Momentum
How we work
Different by design. Refreshingly direct.
We broke the mold on purpose. Niche-deep, uncommonly specific, and genuinely on your side.
01
Agencies only. Always.
We're not a generalist firm dabbling in agencies. It's all we do, so we speak your model fluently from day one.
02
Strategy, not just compliance
Taxes filed correctly is table stakes. The real value is a CFO helping you price, hire, and scale with confidence.
03
Clarity over jargon
We translate the numbers into plain English and a story you can act on — no decoder ring required.
04
Fast, human, and a little fun
Same-day answers from people who get it. Finance meetings you don't dread — we promise.
“Most agency owners are working incredibly hard. Our job is to make sure that hard work is actually building something — not just keeping the lights on.”
Rachel Olsen, Founder
Saavo · Financial Advisory for Agencies
Fractional CFO
Agency accounting
Live dashboards
Forecasting
Growth planning
Ready to know what your numbers are actually telling you?
Book a 30-minute discovery call. We'll ask about your agency, where you'refeeling friction, and whether Saavo is the right fit. No pitch. No pressure.
For creative and marketing agencies doing $500K–$10M.
Financial advisory for creative and marketing agencies.
Get in touch