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Text Content

Fiscal Advocate

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ACCOUNTING & FINANCE FOR MARKETING & DIGITAL AGENCIES | FISCAL ADVOCATE

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MAKE MORE MONEY FOR YOUR FIRM.
SAVE TIME DOING IT.

Tech-enabled financial planning and bookkeeping for professional service firms

To be a world-class executive, you need world-class financials


Let's Talk


WHAT WE'VE HELPED OUR CLIENTS ACCOMPLISH THIS Q1 2021 YOY

Revenue Growth
0 %
Profit Growth
0 %


YOU KNOW YOUR BUSINESS. WE KNOW THE AGENCY BUSINESS.

We’ve walked in your shoes…

Founded, owned, and scaled agencies to their penultimate aspirations.

We learned: those with sophisticated financial infrastructures thrive;

Those without, hit a ceiling and are left behind.

Fiscal Advocate builds, integrates, and manages the fp&a infrastructure you need
to scale your agency or professional service firm to the next level.


HOW WE HELP PROFESSIONAL SERVICE FIRMS WITH THEIR FINANCIAL INFRASTRUCTURE

Fiscal Advocate provides the following menu of financial services specifically
geared towards marketing agencies and professional service firms


FINANCIAL INFRASTRUCTURE CONFIGURATION

 1. QuickBooks Online Platform Migrations
 2. Banking Organization (Access Controls and Cash Org)
 3. Data Structure
 4. Chart of Accounts Configuration
 5. QuickBooks Online Cleanup


ACCOUNTING

 1. Charts of Accounts Optimization
 2. Month-End Close
 3. Media Reconciliation
 4. Invoicing
 5. Accounts Receivable
 6. Accounts Payable
 7. Payroll Management


FINANCIAL PLANNING & ANALYSIS (FP&A)

 1. Cash Flow Management
 2. Annual Agency Budgeting & Strategic Planning
 3. Forecasting
 4. Monthly Insights
 5. Resource/Capacity Planning

About Our Business Growth Services


MEET OUR FOUNDER AND CEO

JON MORRIS
CEO

At the age of 30, Jon Morris started a digital marketing agency called Rise
Interactive. When Jon sold Rise 16 years later, it was one of the largest
Independent Digital Agencies in the world. Much of Rise’s success was due to
having a financial infrastructure that provided insights that led to sound
strategic planning, which enabled Jon and the Rise team to make the right
decisions quicker and more often. Through Ramsay Innovations, Jon’s new passion
is to help other agencies grow and thrive through finance, just as Rise did.




POWERED BY OUR ENGINEBI SOFTWARE


FINANCIAL MANAGEMENT

By implementing a proper accounting & FP&A infrastructure to provide clients
with insights to fuel growth, Ramsay Innovations builds effective financial
stewardship and company-wide financial fluency, which propels growth and drives
sustainability.

About Our Business Growth Services


BUSINESS GROWTH SERVICES

Ramsay Innovations helps CEOs and entrepreneurs of small to medium-sized
businesses scale their companies faster.

About Our Financial Management Services

Many agencies have accounting (at least when it comes to taxes). Few possess an
accounting infrastructure that provides a comprehensive and accurate historical
view of their business performance.

EngineBI is our proprietary software that enhances data-driven decisions with
over 20 reports, making business insights visualization easier and more
actionable.

This means our Fiscal Advocate clients have access to expert financial knowledge
and tools that empower them to make informed, data-driven decisions.


WE CAN BE THE STEWARD OF YOUR FINANCIAL WELLNESS AND GUIDE YOU TO SUCCESS AND
GROWTH. 


WE'RE TEACHING YOU WHAT WE HAVE DONE

We don’t just talk the talk. We have walked the walk.
See some of the awards we have received in our previous line of work.






LET'S GET STARTED

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