The Challenge.
Like many founder led agencies, Purebred Marketing had grown successfully without formal financial leadership in place. While the business had a bookkeeper and accountant covering compliance, Philip lacked clear visibility around profitability, pricing, margins and cash flow.
With no finance background inhouse and increasing complexity as the team and client base grew, Philip found it difficult to confidently answer fundamental questions such as how much to charge, when to hire, which clients were truly profitable, and how growth decisions would impact the bottom line.
He needed more than reporting he needed a financial partner who could help him use numbers to drive strategy.
The Approach.
Having previously experienced the value of a fractional CFO while working in another business, Philip consciously sought out The CFO Centre to find the right level of expertise for Purebred Marketing.
The fractional model gave him access to senior financial insight without the cost or commitment of a full‑time CFO, a perfect fit for a growing agency.
Bruno was introduced to the business with a brief to go beyond basic accounting and provide strategic clarity. The focus was on creating financial models that allowed Philip to forecast, stress‑test decisions and build confidence in how the business was run.
The CFO Centre’s Solution.
The early priority was gaining clear visibility into the numbers. Bruno built out detailed financial models to show cash flow, profitability, and forecasting scenarios, enabling Philip to understand the real financial impact of hiring decisions, pricing and growth plans.
One of the most valuable outcomes was the creation of a client profitability model. This allowed Purebred Marketing to see the true cost of servicing each client, revealing long standing accounts that were unprofitable and highlighting where margins could be improved.
With a clearer picture of overheads, utilisation rates and cost structures, Philip could make more informed decisions around pricing, client selection and team investment. Financial data became a foundation for strategic planning rather than a historical record.
Bruno also provided ongoing support as a trusted sounding board, helping Philip sense check ideas and translate operational decisions into financial outcomes.
The Outcome.
Since working with The CFO Centre, Purebred Marketing has achieved significantly stronger financial clarity and confidence. Philip now has the insight he needs to make better decisions about who to work with, how to price services, when to hire, and how to maintain profitability while continuing to grow.
The business has become more selective and disciplined in its approach, ensuring growth is sustainable and aligned with long‑term goals. Personally, Philip benefits from greater peace of mind, knowing he has clear visibility over the financial health of the company.
With the foundations now firmly in place, Purebred Marketing is well positioned to continue evolving in a fast‑changing digital landscape, supported by financial leadership that can scale in line with the business.
Find out more about Purebred Marketing by visiting their website here: Purebred Marketing
