About this episode
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever looked at your agency's bank account and thought, "We're crushing it!" only to realize two months later that half that cash wasn't really yours yet? Or maybe you've hit that milestone where you start wondering what your agency might be worth if you sold it tomorrow… but your books are a confusing mix of guesswork and gut feelings. Today's featured guest was a finance expert before falling in love with the agency world and has the experience to show how smart financial planning (not just getting more clients) can completely reshape your agency's future. From forecasting and cash flow to the hard truths about selling, this conversation is packed with real-world lessons every agency owner needs to hear. Lacie Edgeman is the partner and co-owner of PrograMetrix, a digital paid media agency that focuses exclusively on programmatic advertising. With a background in finance, she oversees operations and financial strategy. However, like most small-agency leaders, she's worn just about every hat at some point. Her unique blend of financial discipline and operational savvy has helped her agency grow smart, not just fast. In this episode, we'll discuss: The superpower too many agencies ignore. Cash vs. accrual accounting. Why you should always be tracking these two KPIs. How much cash should you keep in the bank? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. How a Finance Major Became an Agency Owner After earning a finance degree, Lacie joined a digital agency in Austin as a billing coordinator and quickly discovered she loved the chaos. "You either
