
Monday Jun 09, 2025
How I’m Scaling My Marketing Agency to 8 Figures | Joey De Wit
What separates 7-figure agencies from the ones stuck spinning their wheels?
In this episode, I sit down with Joey, founder of Agent CFO, the go-to finance partner for high-growth agencies. We break down the entire financial strategy behind scalable, profitable service businesses.
You’ll learn:
✅ The 3 agency business models — and how your goal changes your entire strategy
✅ Why most agencies are leaving thousands on the table with bad forecasting
✅ What top-performing agencies spend on delivery, ops, and growth
✅ How to use financial models to scale faster, smarter, and with less stress
✅ Why one-time offers are exploding — and how to make them profitable
✅ Tactical benchmarks for sales, margins, team structure & utilization
✅ Tips for reducing churn, raising prices, and retaining top talent
If you're an agency owner doing $20K/month to $200K+/month and want to scale without guesswork — this episode is a must-watch.
Chapters:
00:00 - Intro + Meet Joey, Founder of Agent CFO
00:03 - The 3 Types of Agency Founders
00:06 - Why Financial Clarity Matters
00:09 - Joey’s Backstory + Finding Product-Market Fit
00:12 - Agent CFO’s Onboarding Process
00:15 - The Power of a Custom Financial Model
00:18 - How Forecasting Should Really Work
00:21 - Breaking Down High-Growth Agency Patterns
00:24 - Offer Strategy + One-Time Offers
00:27 - Top Financial Metrics to Track
00:30 - Role of Finance in Agency Ops
00:33 - Benchmarks vs Reality
00:36 - Weekly Insights + Strategic Action Items
00:39 - Common Bottlenecks in Sales and Team Structure
00:42 - Utilization Rates + Scope Creep
00:45 - Who Owns the Data?
00:48 - When to Hire Finance Support
00:51 - Lifecycle of Finance Roles in Agencies
00:54 - Lifestyle vs Exit vs High-Growth Agencies
00:57 - Pricing Structures That Actually Work
01:00:00 - Should You Drop Low Paying Clients?
01:03:00 - How to Improve Collections
01:06:00 - Performance Pay Structures
01:09:00 - Hiring & Retaining A-Players
01:12:00 - Reducing Churn with Personal Touch
01:15:00 - How Top Agencies Use Pricing Models
01:18:00 - Maximizing LTV & Optimizing Offers
01:21:00 - What Should the Founder Focus On?
01:24:00 - AI’s Real Role in Agency Ops Today
01:27:00 - Where to Find Joey & Outro
🔍 Keywords:
how to scale an agency, agency finance, agency CFO, agency profitability, one-time offer model, agency forecasting, scaling service business, financial model for agencies, agency KPIs, retention for agencies, agency margins, high growth agencies
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