The Financial Playbook for Marketing Agencies

Four Essential Pillars to Scale Your Agency Profitably

You're growing fast. Great clients, strong demand, talented team. But behind the scenes, the financial side feels chaotic, unpredictable cash flow, unclear profitability, and surprise tax bills.

Price projects for consistent 25-30% margins

Manage cash flow so you never scramble for payroll

Track the 5 metrics that actually drive decisions

Implement tax strategies that save you thousands

What You'll Learn Inside This Playbook

Pillar 1: Project-Based Pricing & Profitability Stop guessing what to charge. Learn how to calculate your true costs and price every project for 25-30% profit margins even when scope creeps.
Pillar 2: Cash Flow Management Build a 13-week cash flow forecast so you always know what's coming. Never scramble for payroll again. Includes templates and payment term strategies.
Pillar 3: Financial Reporting That Drives Decisions Forget the 50-line P&L. Track the 5 metrics that actually matter: gross margin, operating margin, revenue per employee, CAC, and cash runway.
Pillar 4: Tax Strategy for Agency Owners Taxes are your biggest expense. Learn entity structure optimization, deduction maximization, and quarterly planning strategies that can save $10K-50K annually.
Plus: Worksheets, templates, and action steps you can implement immediately.

Why I Created This Playbook

I'm Jason Medlin, and I'm not your typical bookkeeper.

My background:

Harvard MBA
20+ years leading marketing, sales, and operations teams
Worked at Fortune 500 companies and high-growth startups
Raised equity capital and built business strategies that scaled

Here's what I learned: Most bookkeepers only know debits and credits. They've never sat in the CEO chair, managed a P&L, or dealt with the real challenges of scaling a business. I have. And that's the lens I bring to financial strategy.

I created this playbook because I've watched too many talented agency owners struggle with the same issues:

Great at serving clients, but pricing leaves money on the table
Strong revenue, but cash flow feels chaotic
Busy all the time, but not seeing the profitability they deserve

The problem isn't the work, it's the financial systems (or lack thereof).

This playbook gives you the frameworks I've used with agencies to fix pricing, cash flow, reporting, and taxes.

No accounting jargon. No fluff. Just practical strategies you can implement this month.

- Jason Medlin, MBA Founder and Fractional CFO, Bottomline Capital LLC

Is This Playbook For You?

This playbook is designed for marketing agency owners who:

✅ Are doing $500K to $5M in annual revenue
✅ Feel like you're "busy but not profitable"
✅ Don't have clear visibility into cash flow or profitability
✅ Want to make data-driven decisions (but don't know what data matters)
✅ Are tired of surprise tax bills every April.

If that sounds like you, this playbook will help.

About Bottomline Capital

Founded by Jason Medlin (Harvard MBA), Bottomline Capital provides bookkeeping, tax strategy, and fractional CFO services to growth-stage businesses nationwide.

Unlike traditional bookkeepers, we bring 20+ years of business leadership in Fortune 500 marketing, startup sales operations, and capital raising so we help you use your financials to make better strategic decisions.

Services:

Monthly bookkeeping & financial reporting
Proactive tax preparation & strategy
Fractional CFO services (cash flow forecasting, KPI tracking, financial modeling)

Need more than a playbook? [Book a free 30-minute Financial Health Consultation →]

Serving businesses nationwide and in the greater Nashville area with expert bookkeeping, tax, and fractional CFO services. We partner with companies home and commercial services, marketing, construction, real estate, and beyond.