Advertising + Marketing + Financial

All In One

The Complete Growth Retainer

Your ENTIRE Growth Team, One Flat Monthly Fee

Most businesses hire separate agencies for ads, social, and finance — then spend their own time trying to make it all work together. We think that's insane.

One team. One monthly fee. Everything included:

Advertising that drives leads and sales
Marketing that builds your brand and community
Financial advisory and clarity that guides better decisions
Integrated strategy that connects it all

You provide the raw materials. We handle the rest. No percentages. No markups. No surprises.

The full picture. Paid ads, social media, brand management, asset creation, and financial advisory — together in one unified partnership.

Complete Growth Retainer

Growth shouldn't be pieced together.

Hover any card to see what integrated looks like.

Pieced Together

✗Agency + freelancer + consultant — separately
✗Three invoices, three contacts, no one aligned
✗You're the one connecting the dots

You do the integration work

Our Model

One team across ads, marketing, and finance
One invoice, one contact, one strategy
We connect everything — you focus on your work

We handle the integration

Internal Hires

✗00K+ in salaries, benefits, and space
✗Months to hire and build a capable team
✗Siloed employees still need coordination

Massive commitment upfront

Our Model

Fraction of the cost, zero overhead
Fully operational from day one
Already aligned — no internal politics

Smart, immediate alternative

Multiple Vendors

✗Ads here, social there, finance somewhere else
✗No shared context, no shared goals
✗Nothing informs anything else

Siloed by design

Our Model

Ads, marketing, and finance — unified
Each discipline informs the others
Cross-functional insights no vendor can offer

Integrated by design

Monthly Retainer · Best Value

Complete Growth Retainer.

Advertising + Marketing + Financial — all in one.

Monthly Retainer · Best Value

Complete Growth Retainer

Pricing

$2,400/mo

+ $1,250 one-time setup fee

Save $450/mo vs. buying separately

All three retainers

Everything in Advertising Growth Campaign strategy, platform selection, daily monitoring, weekly optimizations, creative guidance, performance reporting
Everything in Full Marketing Suite Social media management, daily engagement, content calendar, brand image management, asset creation
Everything in Financial Growth Monthly P&L analysis, cash flow forecasting, budget vs. actual review, unit economics, strategic advisory, KPI dashboard

Plus: Integrated Strategy

Unified dashboard Ads, marketing, and financial data in one place — a complete picture of your business
Cross-functional insights Insights no individual retainer can offer alone — connecting spend, content, and financial outcomes
Monthly 90-min integrated strategy call All stakeholders, all disciplines, one conversation
Single point of contact One team, one relationship — no chasing multiple agencies

Best for: Businesses ready to go all-in on growth with full integration across advertising, marketing, and finance — and tired of managing it all themselves.

Advertising Growth

Campaign strategy and platform selection (Google, Meta, LinkedIn)
Ad copy and creative guidance
Budget management and bid optimization
Daily monitoring and weekly optimizations
Pixel and conversion tracking installation
Audience research, targeting, and creative testing
Performance reporting

Full Marketing Suite

Daily social media monitoring and engagement
Content calendar planning and post scheduling
Hashtag research and community management
Consistent visual identity across all channels
Profile optimization and brand voice guidance
Reputation monitoring
Custom graphics, short-form video editing, caption writing
Content repurposing and seasonal campaign assets

Financial Growth

Line-by-line P&L review with variance analysis
13-week rolling cash flow forecast
Budget vs. actual review and reforecasting
CAC, LTV, LTV:CAC ratio, payback period
Monthly 60-minute strategy call
Hiring, pricing, and investment decisions
Live KPI dashboard (revenue, margin, cash, runway)

Integrated Strategy & Reporting

Unified dashboard combining ads, marketing, and financial data
Cross-functional insights connecting spend, content, and outcomes
Monthly 90-minute integrated strategy call with all stakeholders
Quarterly business review and planning session
Single point of contact for all three disciplines

The process

Setup — One-time fee

We connect all your accounts (ads, social, financial), build your unified dashboard, establish baselines across all three disciplines, and create your integrated strategy before anything goes live.
Monthly execution

We run your ads, manage your social, analyze your finances, and keep everything aligned — daily, weekly, and monthly. One team doing all of it means nothing falls through the cracks.
Monthly integrated strategy call

Each month, we meet for 90 minutes to review the unified dashboard, connect the dots across advertising, marketing, and finance, and plan next steps. One conversation that covers everything.

Note: 3-month minimum commitment. You pay ad platforms directly. Requires access to your accounting software.

Pricing

How we price differently.

Hiring separate agencies for ads, social, and finance costs more — and creates more headaches. Here's the breakdown.

The alternatives

Everyone Else

PIECED TOGETHER

$4,500–$7,500/mo

Ads agency + social freelancer + fractional CFO

Multiple invoices, multiple contacts

No one connects the dots

You manage the coordination

INTERNAL HIRE

$250k–$400k/year

Marketing manager + social + analyst

Major salary and benefits commitment

Hard to find, harder to hire

Takes months to ramp up

OUR MODEL

Monthly Retainer

Complete Growth Retainer

FLAT FEE

$2,400/mo

+ $1,250 one-time setup

Ads + marketing + finance — all included
Integrated strategy and reporting
One flat fee, no surprises
Single point of contact

Get Started

Complete Growth Retainer

Ready for the full picture?

Free 30-minute consultation to see if we're a fit.

Book a consultation No commitment required

Our Services

Explore our other services

Same team, same quality, different focus

The Foundation

Brand · Website · Systems · Assets

One-time

Advertising

Paid Ads · Strategy · Implementation · Optimization

$750/mo

Full Marketing Suite

Ads · Social · Brand · Assets

$1,200/mo

Financial

P&L · Forecasting · Advisory

$1,500/mo

Complete Growth

Ads + Marketing + Finance

You are here

Frequently asked questions.

Everything you need to know about the Complete Growth Retainer before we get started.

Because advertising, marketing, and finance don't operate in isolation — and when one team manages all three, the insights compound. We can see that your best customers come from Instagram and shift ad spend accordingly. We can see that a campaign is driving leads but not revenue and flag the disconnect. When everything is siloed across different agencies, those insights get lost. The bundle also saves you 50/month compared to buying each retainer separately.

Yes — one team, one relationship, one point of contact. You're not coordinating between an ad agency, a social media manager, and a financial advisor who've never spoken to each other. Everything runs through us, and we're responsible for making it all work together.

No — we're not accountants and this doesn't include bookkeeping or tax filing. The financial component is analytical and advisory: P&L analysis, cash flow forecasting, unit economics, and strategic guidance. We work alongside your accountant or bookkeeper, not instead of them. If you don't have one, we can recommend someone.

Once a month, 90 minutes, covering all three disciplines at once. We walk through the unified dashboard — ad performance, marketing results, and financial metrics side by side — identify what's working across the business, and plan the next month together. It's the kind of meeting most business owners don't know they need until they've had one.

You pay ad platforms directly — that's separate from the retainer fee. The right ad spend depends on your goals and industry, and we'll help you set a number that makes sense on our first call. Most businesses in this retainer start at ,000–,000/month in ad spend, but we'll tell you if we think more or less is appropriate for your situation.

The one-time setup fee covers connecting all your accounts, building your unified dashboard, establishing financial baselines, auditing your current marketing presence, and creating an integrated strategy across all three disciplines. Nothing goes live until setup is complete — we want everything working together from day one, not patched together over time.

Three months. The integrated approach takes time to build momentum — the first month is setup and calibration, months two and three are where the cross-functional insights start to compound. After three months, we move to month-to-month with 30 days notice to cancel.

Complete Growth Retainer

What we'll need from you.

Since we're covering advertising, marketing, and finance together, setup is more thorough — but we'll guide you through every step.

Ad account access Ads

Google Ads, Meta Business Manager, LinkedIn — admin access for all platforms.

Social media account access Social

Admin access to all platforms you want us to manage.

Accounting software access Finance

QuickBooks, Xero, Wave — read/write access to connect and pull data.

Monthly ad budget Ads

What you plan to spend directly on platforms each month.

Last 12 months of financials Finance

P&L and balance sheet. We'll export directly from your accounting software.

Brand assets Brand

Logo, colors, fonts — we'll use these to keep everything consistent.

10–20 photos or videos Content

Product, team, or space. Used across ads, social, and campaigns.

Revenue breakdown & key costs Finance

By product or service line — helps us model unit economics and profitability.

Growth goals & key decisions Strategy

Where do you want to be in 12 months? What are you unsure about? We'll work backwards from here.

Website access Ads

We'll install tracking pixels, conversion events, and ensure everything is connected.

Annual budget or targets Strategy Optional

Rough numbers are fine. We'll refine them together in the first call.

Customer testimonials or reviews Content Optional

We'll use these across ads, social, and brand assets.

Need More Info?

Don’t know what your business needs?

Do you know your business could benefit from our services, but don’t know quite where to start? No problem.

Start with a free 30 minute consultation. We’ll get to know a but about your business, the outcomes you're looking for, and your budget. We’ll recommend a particular service that fits your needs, and if we’re a good fit, we’ll move forward.

Book A Consultation

Two people working on laptops during a meeting, viewed through a glass wall, in a modern office setting.

A wooden desk with a silver MacBook laptop and a white wireless mouse on it, along with a black and white modern chair.

General Inquiries?

Curious to learn more about us or the services we offer? Send us a message!

Get in Touch