When your brand new to a brand/agency and you need to get your arms around the finances of your brand relatively quickly, is there any “process” you employ to make that whole thing go any smoother?

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Seconding AS1, but adding “blame previous account owner if anything goes wrong”

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Do a WIP meeting with finance team, see if there's any BCRs, look over current and past SOWs.

helpful

Following!

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Start with what’s already in motion ie what projects are on the go? Have we been paid in full? If not, what are the upcoming instalments?

Once you know that. Go back to the paper trail. I find looking over past estimates and invoices helps me understand payment structures. Then take a look at the actuals. How does your team presently recognize revenue?

The bottom line is that your agency needs to be paid in full and in time for work done, so just focus on that, make sure everything is documented, and you’ll pick up the nuances with time.

helpful

The most important part of this whole spiel is DOCUMENT EVERYTHING

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