FOUND.io
The Financial Engine That Protects Your Agency
Join our 90 day cohort for marketing agency founders ready to stop second guessing.
We'll meet live every two weeks to build each piece of your financial system together: dashboards, templates, and the processes to keep it all current. You'll also get guided exercises and reflections - all directed at helping you make confident decisions that drive bold growth.
Starts April 7 • 90 Days • 6 Sessions • 6 Agencies
You have a dream for your agency.
But it’s not clear how you’re going to get there.
Your ambition isn’t gone, but you can't see what growth will actually cost in money, in time, in the people you'd need.
And you're not willing to find out the hard way.
You feel it when:
A decision lands on your shoulders and you have nothing to anchor it to
Growth feels less like opportunity and more like risk
You end a good month and still don’t feel like you’re actually winning
You know what you want to build but can't see a clear path to get there safely
You're carrying every decision alone, without a clear picture of what's possible.
The SHIFT you’re craving.
You can stop…
Hesitating to take on more work
Avoiding filling the pipeline in case you can’t handle it
Guessing what you can afford and hoping you're right
Delaying hires because you're not sure the work will come
Carrying every financial decision alone
Instead, you get to…
Confidently say yes to new opportunities
Boldly chase growth you've been holding back on
Decisively make comp and spending decisions
Strategically hire ahead of demand
Clearly lead your team from a stable financial picture
But if nothing changes?
Your ambition doesn't go away. It just gets stifled.
You'll keep waiting until you're sure.
You'll keep managing on instinct.
You'll keep watching opportunities pass because the path forward feels too uncertain to trust.
And your agency will stay smaller than it’s meant to.
It doesn’t have to be like that.
I joined an agency as the 5th employee to clean up their books and manage their finances. But what quickly became clear is that I'm not just a numbers person. I'm a problem-solver, a structure-builder, an architect.
The agency had zero consistency, zero clarity, zero structure. So I built it.
People came to me with stress, frustration, and problems, and I solved them by building resources and processes. Because of my finance background, every operational decision was rooted in the numbers. I built a set of dashboards that gave us visibility. Not just into where we were, but where we were going and how we'd get there.
Over 9 years, we grew from 5 people to more than 70. From startup to nearly $10M.
Growth felt inevitable. Because it was one step at a time, on a path the data showed would work.
That's what I'm here to help you integrate in your agency.
— Sarah, Creator of FOUND.io
You don't need to be a finance expert to lead like one.
Most founders have tried to solve this. There's a spreadsheet for payroll, another for client revenue, and one for projections that nobody touches anymore. They work until they don't.
So decisions get made without them.
The missing piece is a financial system built into your operations — not separate from them.
What that system looks like
Current State
Visibility into the true health of your agency.
Living Budget
Your numbers connected to your daily decisions.
Future State
Your growth goals reverse-engineered into a roadmap.
Integrated
A financial engine built into your normal activities.
You need this.
But don’t take our word for it.
Here's what founders had to say after working through this material:
There were topics like forecasting where I thought I had a good grasp coming in. As Sarah dove into how she'd approached these, I realized I had real gaps in my process and logic. I was able to get a much better feel for how to handle them going forward. Getting to hear her think through these problems had me looking at things in very different ways.
Aaron Huisinga | President
Northbuilt
Having ONE place to put all our data makes every single financial detail easier to track. Projecting expenses and revenue makes planning for the future so much easier. Set your agency in the right direction with what Sarah guides you through.
Daniel Cowan | Founder
Bear Hair Dev
This isn't a course you take and forget. By the end of 90 days you'll have a proven, integrated financial system running inside your agency — one that informs every decision you make, supports your evolution.
6 live sessions with Sarah
Complete template library
Private cohort Slack channel
90 days of Slack support after the cohort ends
Lifetime access to all resources, and gives you the clarity to chase growth confidently.
We’ve saved you a seat.
$1,497/month for 3 months
Limited to 6 agencies.
What happens when you apply:
Submit your application in about 5 minutes. We'll review it and let you know within 24 hours if FOUND.io is the right fit. If it is, you'll secure your spot with your first month's payment.
If the timing isn't right once you've started, you can pause and join the next cohort at no additional cost.
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Yes. FOUND.io isn't about becoming a finance expert — it's about building systems that tell you what you need to know.
If you can review numbers and make decisions in your business, you can learn to use this structure. Templates and step-by-step guidance are provided. The value is in learning how to think with them, not in mastering finance theory.
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Bookkeepers maintain historical accuracy — transactions, taxes, reconciliation.
FOUND.io builds forward-looking infrastructure: forecasting, budgeting, scenario planning, and operational integration.
Your bookkeeper keeps your records clean. FOUND.io helps you make decisions based on what's coming, not just what happened.
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Every session is recorded, and all templates and homework are provided regardless of attendance.
But the real value is in the live workshopping and group discussion. If you expect to miss more than 2 sessions, we'd love to find a cohort that works better for your schedule.
You’ve got questions.
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You learn faster when you see how other founders approach the same decisions. Group momentum creates accountability. And live workshopping means you get in-the-moment perspective on your specific situation — all without paying for dedicated 1:1 consulting time.
The cohort is capped at 6 agencies by design. Small enough that you're seen, heard, and challenged. Big enough that you benefit from shared experience. -
Yes. But most founders who try end up with disconnected spreadsheets and half-built systems they don't trust or use consistently.
FOUND.io gives you the proven framework, guided implementation, live feedback, and accountability to put it in motion. You're getting 11 years of agency finance experience distilled into 90 days.
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If you're running an agency with a team, you already have the raw materials: clients, revenue, expenses, team structure.
The only way this doesn't work is if you don't implement, which is why the program is live, structured, and accountable.
You didn't build your agency on accident.
But at this level, the decisions get heavier.
Without a system connecting your finances to how you operate, growth creates pressure instead of confidence.
You can keep managing on instinct.
Or you can build the system that makes every decision obvious.
In 90 days you'll have a financial engine running inside your agency — one that lets you lead with clarity, chase growth boldly, and build without fear of breaking what you've worked to create.
Next cohort starts April 7. Limited to 6 agencies.