The Growth Blueprint: Compilation Engagements for Small Biz

Executive Summary

Many small business owners run their companies by checking the bank balance. This works until it doesn't. A creative agency in Austin hit a cash crunch despite record sales because they didn't understand their payment terms. Fynex provided a 'Compilation Engagement'—assembling their data into professional financial statements—and built a 13-week cash flow forecast that saved the business.

The Landscape: Marketing Agency Context

Creatives are great at selling ideas but often struggle with the 'boring' side of business: AR collections.

The Breaking Point

"I thought I was making money until I couldn't make payroll."

Owner

Creative Agency

They landed a massive contract with a Net-60 payment term but had to pay freelancers Net-15. They were insolvent on paper.

The Fynex Protocol

We compiled the Profit & Loss and Balance Sheet. We then showed the owner the 'Cash Gap'. We renegotiated client terms to Net-30 and freelancer terms to Net-30.

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Technical Implementation

We implemented 'Float' for cash flow forecasting.

Verified Outcomes

Net Profit Margin

Audited

The agency avoided a predatory loan. They finished the year with 20% Net Income.

Future Horizon

They are hiring 3 more staff.