Small But Mighty Agency

Jon Morris: From seven to eight figures - the power of financial forecasting

May 31, 2023 Audrey Joy Kwan Season 1 Episode 65
Small But Mighty Agency
Jon Morris: From seven to eight figures - the power of financial forecasting
Show Notes

How can agency owners leverage financial forecasting and modelling to better inform strategic planning and drive growth? 

Lean in as we talk to an agency owner whose secret to scaling from seven to eight figures is mastering financial forecasting. 

You might be at the stage of business where you’re doing this with minimal support, or you might have a fractional or even full-time Chief Financial Officer.  

Either way, this episode will get your gears turning on how to improve decision-making and allocate resources more effectively.

Show Links
Website: https://ramsayinnovations.com/
LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations/

“Less is More” is how you scale a service-based business

How do I know this? I can 100% relate to where you are now.  You feel like you’re wearing too many hats and can’t do it all… 

I know that if you create a complex business that makes you feel trapped, you will never want to grow your business. You’ll do little (or big!)  things to self-sabotage growth because you don’t want to scale overwhelm; nobody does. 

I’ve been there.

I learned this lesson as the second in command of an agency. I could not turn off my brain and relax because I would worry about what was and wasn’t being done. 

 It wasn’t until I looked at the business from a productized service perspective. It gave us more bandwidth to double the revenue and sell and exit the business.  

Since then, I’ve been behind the scenes of six and seven-figure service-based businesses, helping agency owners who are at capacity get out of being stuck in service delivery to scale. 

It all starts by looking through the lens of a productized service. Download the FREE productize your service roadmap: https://audreyjoykwan.com/roadmap

Hey thank for hanging out with me at the Small But Mighty Podcast. If you enjoyed this episode it would mean the world to me if you hit the follow or subscribe button in your podcast app and share it with a friend. And I’ll see you on the next one. 

Get the full show notes and more information here: https://audreyjoykwan.com/podcast-ep65

Podcast Edits by Lindsay Curtis