The Agency Upgrade February ’25

The Agency Upgrade is a monthly newsletter
focused on upgrading the '4 Ps' of agency life
PROCESS
Workflows &
Operations
PEOPLE
Employees &
Clients
PROJECTS
Collaboration &
Delivery
PROFITS
It keeps us all in business


Letter From Our Leadership
Marketing Budgets Set to Rise in 2025: Is Your Agency Ready?
By Esther Cohen, Director of Marketing
According to Forrester Research, as reported in The CMO Club this January, CMOs are expected to increase their marketing budgets in 2025. While this is certainly cause for celebration, it's also an opportunity for agencies to reflect on fiscal responsibility.
As budgets expand, the focus should be on strategic allocation and precise expense tracking. Strong fiscal management, supported by the right technology, enables agencies to:
- Make data-driven decisions about new hires
- Invest in technology upgrades that maximize existing systems
- Implement new software solutions that drive operational efficiency and scalable growth
Beyond tax season preparation, agency leaders should prioritize technologies that streamline financial operations. An integrated approach – combining end-to-end project management software with tax compliance tools – can transform your finance department through intelligent automation. This technological foundation empowers agencies to make faster, smarter decisions while maintaining tax compliance.
Before investing in trending technologies like GenAI or expanding your team, ensure your agency's fiscal foundation is solid. Think of it like preparing for an Everest climb: you wouldn't attempt the summit without proper physical conditioning. Similarly, scaling your agency requires more than a temporary New Year's resolution mindset – it demands robust financial health.
Stay tuned for this month's content focused on strengthening your agency's fiscal fitness.


Unlock the full power of Workamajig with our Tips and Tricks Video Tutorial series.
A strong financial plan is essential for agency success - whether your budget increased, stayed flat, or decreased to start 2025.
Effective planning and detailed reporting are crucial for everything from media buying to project expense tracking.
Watch this 45-minute training webinar to learn how Workamajig can streamline your agency's budget management and expense tracking processes.

Marketing Efficiency Insights: Infographic
Covering new ways to optimize operations in our fast-paced industry is crucial for agency profitability and growth. Our new "Did You Know" infographic section will visualize best practices and key statistics agencies should look at when considering importing operational efficiency.
Here is this month’s edition:

Workamajig Live Webinar: Calling All Agency Accounting Professionals!
Join certified Workamajig expert Vincent Dong on February 25th for an advanced accounting webinar: "Can You Trust Your Income Statement?"
Discover the six essential checkpoints that ensure your income statement's complete accuracy and reliability. Plus, Workamajig Account Manager Birgitte will be available live to address all your product questions.
Special Offer:
Free sales tax risk assessment ($4,500 value)
Take advantage of a $4,500 value at no cost - Workamajig and Avalara are offering a free sales tax risk assessment for our customers. This comprehensive evaluation includes:
- A detailed analysis of your economic and physical nexus obligations
- A personalized consultation focused on your specific business needs
As trusted partners, Workamajig and Avalara already provide seamless tax calculations for our clients. Now, we're taking that partnership further to help ensure your sales tax compliance. Don't miss this opportunity to receive expert guidance at no cost to your business.

Monthly Poll:
What’s Your Biggest Financial Focus This Quarter?
Tax season is approaching, and for small and mid-sized agencies without large accounting departments, expert guidance is crucial. That's where The Accounting Podcast comes in.
With over 500 episodes and 250+ positive Apple Podcast ratings, this top-rated show offers valuable insights on accounting, bookkeeping, and tax strategies that your finance team can immediately put to use.
Join 20,000+ subscribers
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Regular updates on the 4 Ps of agency life:
people, projects, profits, & process. -
Workamajig news & updates.
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Expert advice & agency stories.
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Actionable tips, free templates, and more!
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