Owners of creative firms, we see you.

We understand your struggle. Your invoices aren’t being paid on time, your team is maxed but profits are too low to bring on a new resource, and you’re still using your bank balance to run your business.

Who could blame you? You didn’t start your creative firm to become an accounting expert, and yet the idea of hiring a full-time CFO or an in-house accounting team seems almost impossible.

We get it. We also know that this is standing in the way of your potential. We’ve packaged the fundamentals for success in an online learning resource designed to empower you with the knowledge and confidence to take charge of your financial future – minimal yawns promised.

We understand your troubles, and it’s why we are here to help you:

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Understand how your business is performing

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Properly plan for optimal business performance

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Keep more of the money you make

Meet Your Instructor

Finally helps high potential creative service businesses leap from the basics of bookkeeping and into a seamless partner-at- the-table accounting team who helps you see the big picture and provides the tools and advice to turn it into reality.

This course is brought to you by Heather Purcell, a classically trained management accountant, a CPA, MBA who knows how to make the financial stress magically go away.

“I’ve led finance teams in the creative industry for 20 years and have weathered the highs and lows unique to marketing and design agencies. I provide the perspective and expertise of a CFO as if it were my own business. Our virtual model makes sense for your business as we provide the benefit of a full-service accounting team plus CFO advisory at a fraction of the cost to bring this function in-house full-time. We designed this course based on what we know are the most essential concepts to better realize the potential of your business.”

— Heather Purcell, CPA, MBA
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Let’s take a sneak peek inside.

The Agency Owner’s Guide to Financial Success

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Financial Statement Basics

We teach you the best way to organize and present your Income Statement and Balance Sheet for creative firms so you can easily interpret and understand your results, helping you quickly and confidently make decisions for your business.


Budgeting and Financial Reporting

We walk you through the steps to prepare your agency’s budget, share best practices on tracking and evaluating project performance, and show you how to understand your business performance by taking data you already have and transforming it into five key reports.


Measuring what Matters – Capacity, Profitability, Months of Cash

The best agencies “keep score”, and we’ll explain why knowing your capacity, three key profitability ratios, and your cash position can drastically influence the decisions you make.

Who will benefit the most from our course?

Owners or leaders of creative service firms who value the role of finance on their bottom line. You want to know how to interpret your financial results so that you can access the right data to manage your business.

The agency owner’s guide to financial success

$195 CAD

  • Unlimited, lifetime access
  • Self-guided curriculum that includes 20+ video lessons
  • 6 in-depth modules
  • Downloadable templates and tools for each module
  • Appropriate for beginners and those who want to advance their skills


How long will this take to complete?

All the modules will be available once you purchase the course, so you can go at your own pace. We recommend doing one module a week, but if it takes you two or three, no judgement here!

Do I need to do the modules in order?

Each module builds on the last, or at least relates back to lessons already taught, so we strongly suggest doing it in order. If you are already a whiz at one of the lessons, take a look at the key takeaways to ensure you are covered.

How long will I have access to the course?

You will have lifetime access to the content and can revisit it as many times as you like! You will also be notified of any updates to the content of the course and able to access it for no extra cost.

Will I still need an accountant?

While this course outlines the fundamentals for financial success and offers practical tools and resources, you will likely still need a financial management resource to help manage your day to day tasks and provide the expert analysis to inform your decision making. Upon completion of this course you will know exactly what to expect from your financial partner – whether they are a virtual team like ours or your in-house doers – as well as how to interpret the financial status of your business.

Do you offer a payment plan?

Indeed we do! This helps manage your cash flow and you’ll learn in module 4 how important that is for the overall health of your business. You can split up payments over a 3 month period. Check out the payment plans here. Also please keep in mind – all students who purchase this course will have the total cost reimbursed should you move on to become a Finally client.

Ready to get started?

Sign up and get immediate access to the full course