We turn founder led agency businesses into highly profitable, cash confident companies
Go from making gut based decisions to having total financial clarity
Financial Clarity
Clear and accurate numbers you can trust
Profit Protection
Keep more of what you earn as you grow
Structured Growth
Finance systems built for scaling agencies
Agencies Come to Us When…
Their numbers exist but don’t guide decisions
Profit feels inconsistent
Hiring feels reactive
Headcount decisions are made on optimism rather than visibility.
Finance feels passive
What Working With Sidekick Looks Like
Complete Finance Coverage - Bookkeeping, reporting, and advisory aligned under one roof so nothing gets missed.
Transparent Pricing - One clear monthly fee. No hourly billing. No surprise invoices.
Direct, Ongoing Access - Slack, Zoom, and scheduled reviews so finance conversations happen when they need to.
Clear, Live Reporting - Real time numbers that help you make the right decisions.
Proactive Financial Guidance - We help you interpret the numbers and take action.
Building an agency is tough.
We're grateful to our clients for the trust, loyalty and confidence placed in us over the years. Don’t take our word for it though, here's what they're saying.
Oliver L
CEO, Authority Agency
Oren G
Managing Director, Kurve
Phaibion R
CEO, Royal Energy
Lauren H
Founder, LBHPT
Dean C
Founder, Latte
Strategic Finance for Agency Leaders
Commercially Established
You have recurring revenue, long term clients and a business worth managing properly.
Operationally Complex
Team growth, delivery capacity and client mix require clear financial structure.
Strategically Led
Leadership that values forecasting, structured reporting and disciplined decision making.
Make More and Keep More
We partner with established agencies to bring structure and discipline to their finance function.
Growth introduces complexity, headcount increases, and cash flow tightens. Financial decisions carry more weight. Without strong oversight, performance becomes harder to control.
Sidekick embeds structured reporting, tax strategy and forward planning into your agency, ensuring that growth strengthens profitability and stability.
The result is clarity at leadership level and confidence in every major decision.
How to work with us
1. Initial Assessment
We begin with a focused conversation to understand your agency, current financial structure and leadership priorities. This allows us to determine fit and outline where structured financial oversight will create the greatest impact.
2. Design Your Roadmap
Following the assessment, we define the scope of support covering reporting, strategy and ongoing financial support. You’ll receive a clear proposal outlining responsibilities, cadence and next steps.
3. Kick Off
Once engaged, we implement a 90-day onboarding plan. Systems, reporting and planning frameworks are aligned so financial oversight is embedded from the outset.
FAQ
We embed into your agency as your structured finance function. That includes bookkeeping, management reporting, tax strategy and CFO support. You’ll have clear monthly visibility and scheduled strategic reviews so finance informs decisions, not just compliance.
Yes. Our entire model is built around the agency model — cash flow, delivery capacity, payroll structure and margin management. That focus allows us to provide financial guidance that reflects how agencies actually operate.
Typically once revenue is established and headcount decisions begin to carry weight. At that stage, financial visibility becomes critical to protecting margin and managing growth responsibly.
We provide structured reporting and forward planning to support leadership decisions. Hiring, pricing, tax planning and cash management should be guided by clear financial visibility. Our role is to ensure you have that clarity before major commitments are made.
Traditional models centre around year-end compliance. Our model centres around embedded financial structure, ongoing oversight and proactive planning. The objective is profitability and cash confidence, not simply filed accounts.
5 Finance Mistakes That Squash Agency Growth
(And How To Overcome Them In 90 Days)
Read our latest insights
Looking to stay up-to-date on the latest trends and best practices? Look no further than our blog, where we share valuable insights and expert advice to help you Make More and Keep More.
