The financial clarity your agency has been missing
Topspin Finance provides Fractional CFO advisory services for growing Canadian agencies. We partner with agencies to sharpen their financial strategy, strengthen their operations, and build the foundations for lasting growth.
Running an agency is rewarding.
Running the finances? That's harder.
Most agency founders are brilliant at their craft — but the financial side of the business can feel like a different language. That's exactly where we come in.
No clear financial roadmap
You know where you want to go, but there's no plan connecting today's numbers to tomorrow's ambitions. Strategy without financial grounding is just guesswork.
Flying blind on cash flow
Month-end surprises, tight periods you didn't see coming, and no reliable forecast to plan around. Clarity on your cash position changes everything.
Systems that don't scale
Spreadsheets stitched together, reporting that takes days, and processes that break when the team grows. Good financial infrastructure should scale with you.
The financial clarity your agency has been missing
Topspin Finance is a specialist business advisory firm. We partner with agencies to sharpen their financial strategy, strengthen their operations, and build the foundations for lasting growth.
Trusted by agencies across the country
Running an agency is rewarding.
Running the finances? That's harder.
Most agency founders are brilliant at their craft — but the financial side of the business can feel like a different language. That's exactly where we come in.
No clear financial roadmap
You know where you want to go, but there's no plan connecting today's numbers to tomorrow's ambitions. Strategy without financial grounding is just guesswork.
Flying blind on cash flow
Month-end surprises, tight periods you didn't see coming, and no reliable forecast to plan around. Clarity on your cash position changes everything.
Systems that don't scale
Spreadsheets stitched together, reporting that takes days, and processes that break when the team grows. Good financial infrastructure should scale with you.
Expert advice across every dimension of your agency's finances.
We don't just point out problems — we roll up our sleeves and work alongside you. Every service is hands-on, tailored to your agency, and focused on real outcomes.
Cash Flow Management & Forecasting
We build you a clear, reliable view of your agency's cash position — and a rolling forecast you can actually make decisions from. No more end-of-month surprises or reactive scrambling.
Financial Strategy & Growth Planning
We work alongside you to map out where your agency is heading and build a financial plan to get there — from pricing and margins to headcount planning and expansion strategy.
Operational & Financial Systems
The right processes and tools save your team hours every week. We help you design and implement the financial infrastructure that lets your agency run smoothly at any size.
Fundraising Support & Bank Relations
Whether you're seeking investment or building a stronger relationship with your bank, we prepare you, shape your story, and help you navigate those conversations with confidence.
Advisory & In-House Finance Team Training
We help your internal finance team level up — or help founders get genuinely comfortable with their numbers. Tailored workshops, 1:1 advisory, and real capability building from the inside out.
Whatever kind of agency you run,
we speak your language.
A staffing agency and a creative studio have very different financial rhythms. Our advisory is always tailored to your specific business model — never one-size-fits-all.
Marketing & Advertising Agencies
You're managing retainers, project fees, and performance billing — often all at once. We help you make sense of those revenue streams, price your services correctly, and plan for the inevitable peaks and troughs.
Retainer and project profitability analysis — understand exactly which clients and engagements are actually worth your time and resource.
Pricing and scoping frameworks — stop underpricing your work with a strategy built around your real costs and target margins.
New business financial planning — model the impact of winning (or losing) major clients before it happens, so you're never caught off guard.
Staffing & Recruitment Agencies
Staffing is a high-volume, tight-margin business where financial discipline separates the agencies that scale from those that stall. We help you build the rigour to grow with confidence.
Margin and bill rate optimisation — ensure your charge rates and pay rates are structured to protect profitability as you grow your placements.
Workforce cost forecasting — model your obligations against anticipated revenue so you can plan with confidence rather than react under pressure.
Scaling strategy — plan the infrastructure, headcount, and systems needed to support your next phase of growth without growing pains.
Creative & Design Agencies
Creative agencies often have brilliant work but inconsistent revenue. We help you smooth out that financial volatility, value your work properly, and build a business that's as strong commercially as it is creatively.
Revenue and pipeline planning — understand what your next three to six months looks like and plan your team and overheads accordingly.
Value-based pricing advisory — move beyond day rates and start pricing work in a way that reflects its true impact and value to clients.
True project cost modelling — get clarity on what each brief really costs you, so every engagement lands profitably.
Don't just take our word for it.
Topspin gave us a financial strategy we actually understood and believed in. For the first time, we knew exactly where we were heading — and how to get there profitably.
The cash flow forecasting work was transformative. We went from reactive to genuinely in control — and made far better hiring decisions because of it.
We'd been underpricing for years without realising it. Topspin helped us see it, fix it, and hold our rates with confidence. Our margins improved almost immediately.
Let's talk about your agency's finances.
Book a free consultation with our team. We'll take the time to understand your business and show you exactly where we can help.
Hello, World!
Expert advice across every dimension of your agency's finances.
The Topspin Finance Solution
With decades of combined experience, our team know the challenges you’re most likely to face in the Construction industry. We work with you to develop tailored solutions to address your business’s unique requirements.
Some of the challenges Home Service industry clients face:
Managing Cash Flow
Implement best practices to manage time tracking, AR, AP are important to maintaining strong business operations.
Owner Transitions
Ownership structure will change over time. To ensure seamless transition with minimal disruption to operations, a detailed plan around finances and logistics is critical.
High Overhead Costs
When payroll is your biggest expense, financial planning becomes critical. Knowing how to manage your overhead expenses while remaining profitable will be key to long-term success.
Understanding Utilizations
When your top line is strong, but profits are lower than expected, it’s time to examine the company’s resource allocation, expenses, margin trends and the overall financial model.
We work seamlessly with software platforms like: CoConstruct, Knowify, QBO, and Xero. We’re proud partners with BuilderTrend.