The CFO's Roadmap to build a $500k/m Agency

Financial Strategies & Tips for Every Stage ($0 to $500K/M)
Benchmarks and Ratios to track at every stage
Actionable tips to save thousands of dollars
The Financial Processes & Systems that scale
Real-World lessons from 7+ figure agencies
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FRACTIONAL CFO SERVICES

Unlock Your business' Full Financial Potential

Unlock Hidden Profits, Scale Confidently, and Pay Yourself More.
Book your
free consultation
Trusted by 50+ top businesses owners
22
%
Average Profit Increase
$
43
k
Average Savings
50
+
Businesses Transformed
<3
h
Response Times

Experience the Impact of a Fractional CFO from Day One

Running an agency means balancing creativity with the complexities of managing your finances. That’s where a Fractional CFO steps in. We integrate seamlessly into your team, offering hands-on financial expertise to help your agency thrive.

Forget generic advice—our tailored services focus on increasing profitability, saving you time, and positioning your agency for long-term growth. Whether you’re earning $50K or $500K per month, you’ll see real, measurable results.

Agency Growth Plan
Learn more
22%
Average Profit Increase
18h+
Hours Saved
Per Month
$43k+
In Annual Savings
30+
Agencies Transformed

Here are some results we’ve achieved for Industry Leaders

How a We Help Your Business Thrive

Eliminate Financial Uncertainty

Set your business up for long-term success. Stop guessing or messing around with spreadsheets yourself. Get the financial command centre to scale your business the right way.

Replace Chaotic Financial Tracking

Say goodbye to chaotic financial tracking. We’ll set up a tailored financial model summarising your agency's performance, KPIs and trends over time. This will keep your finances organized, easy to interpret and transparent, so you can make meaningful decisions without the pain of messy spreadsheets.

Unlock "Hidden" Profits

Stop worrying about numbers and spreadsheets. We’ll manage your finances, providing the clarity you need to make informed decisions—so you can focus on growing your business.

Maximising Long-Term Value

We’ll help make you more profitable and attractive to potential buyers and investors—potentially turning it into a multi-million-dollar asset.

Meet the Team Behind AgenCFO

Our Story

At AgenCFO, our mission began during the pandemic when founder Joey helped his family’s business navigate financial challenges. This experience revealed the urgent need for better financial practices in most growing businesses.

Since then, Joey and Elyse have turned AgenCFO into a trusted partner for dozens of companies, bringing financial clarity and success to their clients.

Now booking for q3

Pricing That Works for Every Stage

Unlock top-tier financial leadership without the full-time cost, starting from just $1,500 a month. Our servicebrings expert guidance within reach for businesses of all sizes.

As your business expands, our support and resources grow with you, ensuring you always have the right level of financial expertise.

Book your
free consultation
George C.
"The transformation he's had on my business has been huge"
Brennan H.
"We started at $70K MRR and have grown to $115K+ MRR since"

FAQs

At what point should we consider hiring you?

Our clients range from $30K per month all the way to $500K per month. On average we find that from $50K per month there is enough to "optimise" that this service pays for itself.

How could we work together?

We offer different "tiers" that all aim to achieve a different result. Depending on your goal we will make sure your business is set up in the best possible way.

Will this actually help me grow?

Yes. And no. We will not directly get you more revenue. But we will help you figure out what your optimal client acquisition channels are, how to set your prices and pay your team optimally. We will help you save money on unnecessary expenses so you can reinvest more into growth. This clarity and focus will directly translate into more growth.

What is the main result of this service?

The main result is achieving your goals faster. If you want to scale quickly, we will work out the best strategy to optimise for this, without the ups and downs. Or if you want to have a better lifestyle, we will work out your budgets and structure to take home as much money as possible from the work you do. We create the number-based roadmap for your goal.

How much support will I get?

As much as you need. This is not a "program" or "coaching service" where you simply go through the steps. We will make sure to provide the right level of support for where you are at in your journey.

How much time will this take from me?

One of our core goals is to save you time. We will implement optimal financial systems to save you time on manual things like invoicing and expense management, and by understanding the numbers we can help you make decisions faster. Your main time investment will be on the weekly or bi-weekly calls.

What will this cost?

Pricing can range from $250 a month for low-touch support, to $5,000 per month for all-in financial partnerships. We will always price at a level where we know we can give you a tangible ROI on the price. This service should pay for itself.

The CFO's Roadmap to build a $500k/m Agency

Financial Strategies & Tips for Every Stage ($0 to $500K/M)
Benchmarks and Ratios to track at every stage
Actionable tips to save thousands of dollars
The Financial Processes & Systems that scale
Real-World lessons from 7+ figure agencies
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.