The 3 Key Financial Metrics for Agency Success, With Jon Morris

About this Episode In this episode of the Agency Profit Podcast, Marcel chats with Jon Morris—CEO of Fiscal Advocate and creator of EngineBI—about the three most critical financial metrics every agency owner should monitor: cash reserves, profit margin, and year-over-year revenue growth. They break down how having strong cash positions creates strategic optionality (like M&A opportunities), why 20% EBITDA is a gold standard, and how understanding gross margin is the ultimate lever for scaling profitably. Marcel and Jon also clear the air on why their firms aren’t competitors but complementary forces tackling profitability from different angles—finance and operations. With plenty of real-world examples and tactical frameworks, this episode is a treasure trove for agency owners looking to master their numbers and scale smarter. If you want to build a more profitable, scalable agency—start by getting intimate with your margins and cash flow.