Exclusively for agency owners...
Get a Dedicated CFO & Finance Team to Keep Your Agency's Books Clean, Profits High, and Help Make Smart Decisions - For one Flat Monthly Price
Built for agencies. Priced for agencies. Never worry about finance again.
This is exclusively for agency owners doing $50K - $500K per month.
Schedule a free CFO Q&A Call
Kris Box
"They transformed my business from a dodgy spreadsheet to a real financial dashboard. The team went above and beyond."
Aaron Bains
"I can't imagine doing MTRX without these guys. The systems they've put in place, with the weekly calls and support - worth every penny."
Trusted by 50+ top agency owners

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

Built For Serious Agency Owners

We work with 6 & 7 figure agencies who are ready for a finance department that actually runs without them.
You're Done Guessing About Finance
You know your spreadsheets and generalist CPA aren't cutting it anymore. You need a Finance department that scales.
You Want Decisions Backed by Real Numbers
Hiring, pricing, new services. You want a finance team that tells you what the numbers say before you make the call.
You Want to Build Real Wealth
You're working hard and want to be rewarded for this. Whether this is from consistent cash flow or by building real exit-value.

Here's What You Get

We run your agency's full financial department, from day-to-day bookkeeping & invoicing to CFO-level strategy.
Your Dedicated Finance Team
A dedicated CFO, senior bookkeeper and a network of tax specialists and agency partners. Everything covered, in one place.
Complete Visibility Over Your Numbers
Detailed P&L, client profitability tracking and a live dashboard. You always know exactly how your business is performing.
Financial Plans To Achieve your Growth Goals
We build your financial forecast, run scenario testing and identify the exact actions that move the needle. Plans based on real numbers.
Schedule a free CFO Q&A Call

See how we help other Agencies

Before AgenCFO

Months of high reinvestments and low financial visibility resulted in <10% margins.

No clear way to track performance
Stuck with low-margins
Relied on debt to manage cash
After AgenCFO

Achieved five consecutive months of record-profits by cutting out bad-spend and making new investments based on data.

Scaled to $500K/mo+
Hitting record-profit months
Paid off all debts
Before AgenCFO

Lack of visibility resulted in a plateau, over-hiring and two months of net losses.

Shooting from the hip
No insight in KPIs and Margins
No exit-potential
After AgenCFO

Achieved record-profits and a successful exit out of his agency

Profit margin increased by 88%
Sold his agency for a great price
Saved time from the admin work
From "I almost blew up my agency" to a Successful Exit
–
Anthony Marsilio
|
Founder
"He's really helped us get a lot of clarity on the finances of the business - We started working with Joey at $70K MRR and have grown to $200K+ MRR since"
–
Brennan Haelig
|
Founder
Before AgenCFO

Stuck around $70K/mo and no visibility over where all the money was going, or how much to reinvest back into the business.

Manual Financial System
Stuck at a revenue plateau
No numbers to back decisions
After AgenCFO

Broke through the 6-figure month mark and is consistently hitting 40%+ profit months, without any of the financial uncertainty.

Scaled to $200K/mo+
Hit record margins & cash balance
Saved hours from manual work
Schedule a free CFO Q&A Call

And 50+ of other Fast Growing and Profitable 6-7 Figure Agencies...

"They transformed my business from a dodgy spreadsheet to a comprehensive financial dashboard. The team was incredibly professional and went above and beyond. I now have exactly what I need to scale confidently."
–
Kieran Dwyer
|
Founder
"The AgenCFO team resolved accounting discrepancies, reviewed every line item, and helped track all our key metrics. They're organized, their dashboards are amazing, I recommend them 10 out of 10 to any agency owner"
–
Kevin Hanan
|
Founder
"Thomas has been an absolute godsend for our business. Any time we need help, he's there ready to hop on a call. Him and Guy have always been there helping us with whatever we need. It's been a game changer for us."
–
Sam Saifi
|
Founder
"The team is super responsive and go out of their way to do everything to a very high standard.. they setup a fantastic Dashboard for me, covering all my income, expenses, analytics, profits... I can see exactly how much money I'm making..."
–
Max Crakanthorp
|
Founder
"Working with Joey significantly improved our finance function. We improved our profit margins and built a dashboard that gives us better insights, saving and making us a lot of cash. I highly recommend Joey and his team."
–
Tom Hunt
|
Founder, FAME
"I can't imagine doing MTRX without these guys. The tools and systems they've put in place, combined with the weekly calls and constant support - it's worth every penny. They've changed and turned our business around."
–
Aaron Bains
|
Co-Founder
"They have been my entire finance department and I've leaned on them for everything when it comes to tracking the finance for my business... Onboarding AgenCFO has been an absolute game changer for my business"
–
Anthony Marsilio
|
Founder
"AgenCFO helped me get a great handle on everything that was happening, they created an incredible dashboard that we are using to this day..."
–
Adam Treboutat
|
Founder
"He's really helped us get a lot of clarity on the finances of the business - We started working with Joey at $70K MRR and have grown to $150K+ MRR since"
–
Brennan Haelig
|
Founder
"Just applying even 20% of what he suggested in the audit is going to save us between $10,000 to $15,000 per year"
–
Domenico Vitolo
|
Founder
"He's helped me a lot in terms of identifying areas to improve in the business, how to clean up our balance sheet and how to better track the best parts of the business"
–
Philippe Richer
|
Founder
"The impact he's had on my business has been phenomenal - I now have complete clarity on all my finances and know exactly where every single dollar is going in my business."
–
George Clements
|
Founder
"Joey has helped us to understand our numbers and KPIs - He also helped us figure out how we should reinvested our cash flow"
–
Bony Ghadiya
|
Founder

What You Get With AgenCFO

Financial Admin

What You Get
Bookkeeping & Reconciliations
We're in Quickbooks, Xero + many more.
Invoicing & Payments
We'll take over your entire AR & AP.
Response Times of <4 hours
We're always on Slack and Email.

Dedicated CFO

What You Get
Live CFO Dashboard & KPI Tracker
So you always knows where you're at.
Weekly or Bi-Weekly CFO Calls
We'll never leave you hanging.
Client Profitability & Capacity Planning
With your validated agency frameworks.

Tax & Partners

What You Get
Access to Tax, Legal, & Agency Partners
All pre-vetted and at special rates.
Vendor & Software Discounts
Through our long-standing relationships.
Agency Referral Partners
Introductions to our client-base
Schedule a free CFO Q&A Call

FAQs

At what point should we consider hiring you?

Our ideal clients are at a stage where they have proven product-market-fit, and have scaled to a point where "basic spreadsheets" or simple bookkeeping aren't enough anymore. We typically see this start at the high 6 to low 7 figures in revenue.

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 $500 a month for low-touch support, or $2,500-$7,000 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.

Get The Finance Team That Takes Your Agency To New Heights.

Book a call to get your questions answered and get all information.
Schedule a free CFO Q&A Call
George C.
Scaled from $30K/mo to $150K/mo with complete financial clarity.
Brennan H.
"We started at $70K MRR and have grown to $200K+ MRR since"