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Webinar: Measuring and Optimizing Agency Profitability

Published by Summit Marketing Team on 19 Dec 2023


UPDATED ON 01/22/2024




The Modern Framework for Measuring and Optimizing Agency Profitability Using Three Simple Metrics that Anyone Can Track

This webinar has already occurred,
but you can catch the replay to the left.


Subscribe to our YouTube channel!

Most agencies aren’t making as much money as they’d like, but they’re not clear on the actions they can take to improve their profitability. Many agencies also see profitability measurement and improvement as something the finance team is responsible for. Usually, this is because they discover they have a profitability problem when they get financial reports (P&L, Balance sheets) from their finance team.

So, what actions should agencies like yours take to get back on track? How can profitability metrics be measured ahead of time so you’re not always making decisions based on looking in the rearview mirror?

The solution requires a collaboration between finance and operations, bringing data together in a simple framework. In this talk, Marcel will break down the framework he’s used to show his clients how to improve profitability by over 500%. After this webinar, you’ll be able to empower your team to make decisions that drive the business’s profit forward based on data they already have at their fingertips every single day.


Learning Objectives:

  • Learn to empower your team to make decisions that drive profit.

  • Discover a framework to improve profitability. 

Who should attend:

  • Creative agency leaders looking to increase profitability

  • Business owners who want to learn how to empower their team to make decisions that drive business profits


Webinar Presenters



Marcel Petitpas






CEO & Co-founder, Parakeeto


Virtual CFO, Summit Virtual CFO by Anders



Summit CPA Group I Accountant Community

Prerequisites: Experience providing client services
Program Level:
Advanced Preparation:
Delivery Method:
Group Internet Based

Registration: RSVP to attend the online meeting on the date listed above. Details for connecting to the meeting will be provided.

Refunds and Cancellations: There is no cost for this program so no refunds will be offered. For more information regarding refund, complaint, and/or cancellation, please contact our office at 314-492-4328




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