Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto.
Finally, an agency podcast that isn't JUST about getting more clients.
On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency.
Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing rates, processes and procedures, what tools to use, mistakes to avoid and so, so much more.
If you're tired of putting out fires, working long hours, and growing revenue but not profits, you're in the right place.
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Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto.
Finally, an agency podcast that isn't JUST about getting more clients.
On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency.
Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing rates, processes and procedures, what tools to use, mistakes to avoid and so, so much more.
If you're tired of putting out fires, working long hours, and growing revenue but not profits, you're in the right place.
The 3 Key Financial Metrics for Agency Success, With Jon Morris
The Agency Profit Podcast
33 minutes 28 seconds
4 months ago
The 3 Key Financial Metrics for Agency Success, With Jon Morris
About this Episode
In this episode of the Agency Profit Podcast, Marcel chats with Jon Morris—CEO of Fiscal Advocate and creator of EngineBI—about the three most critical financial metrics every agency owner should monitor: cash reserves, profit margin, and year-over-year revenue growth. They break down how having strong cash positions creates strategic optionality (like M&A opportunities), why 20% EBITDA is a gold standard, and how understanding gross margin is the ultimate lever for scaling profitably. Marcel and Jon also clear the air on why their firms aren’t competitors but complementary forces tackling profitability from different angles—finance and operations. With plenty of real-world examples and tactical frameworks, this episode is a treasure trove for agency owners looking to master their numbers and scale smarter.
If you want to build a more profitable, scalable agency—start by getting intimate with your margins and cash flow.
The Agency Profit Podcast
Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto.
Finally, an agency podcast that isn't JUST about getting more clients.
On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency.
Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing rates, processes and procedures, what tools to use, mistakes to avoid and so, so much more.
If you're tired of putting out fires, working long hours, and growing revenue but not profits, you're in the right place.
