Managing finances in a growing agency can get tricky—especially when you’re juggling multiple clients and a growing team. In this case study, we’ll show how Optima helped a marketing agency improve their profitability and gain financial clarity.

The Problem: No Clarity on Client Profitability

This marketing agency had 20 employees and was serving around 30 clients. They were making money, but there was one big issue: they didn’t really know their gross margins on a client-by-client basis.

Without that clarity, they had no idea which clients were profitable and which ones were draining resources.

Our Solution: Tracking Gross Margins and Employee Utilization

When we stepped in, the first thing we did was break down the gross margins for each of their clients. We made sure every account had at least a 30% gross margin.

But we didn’t stop there. We also tracked employee utilization—basically, making sure the team’s time was being used efficiently. This helped us spot areas where they could optimize workflows and reduce unnecessary costs.

The Results: Higher Profits and Clearer Numbers

The impact was immediate. With better tracking, the agency saw a huge boost in profitability and had full transparency into their finances. They knew exactly which clients were profitable, how their team was performing, and where they could improve.

The best part? They were so happy with the results that they’re still a client today.

Why Financial Clarity Matters for Agencies

For marketing agencies, understanding your profitability and employee efficiency is key to sustainable growth. Without clear numbers, it’s easy to lose money without even realizing it.

With Optima, you get the tools and insights to make smarter business decisions and maximize profits—all while focusing on what you do best: growing your clients’ brands.