FOR 6&7 Figure agencies

GET FINANCIAL CLARITY
in just 30 days

Master Your Money, Eliminate Financial Stress, and Achieve Your Goals.
In just 30 days we'll build your agency a custom financial model that tells you exactly where your money goes each month and how much you're actually earning.
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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"
Trusted by top agency owners
...& many more.

Stop Guessing If You're Actually Profitable And Start Scaling With Real Data

End the Anxiety Around Cash Flow and Profitability
Forget basic accountant reports.. Our dashboard gives you the info you need to know to run a financially healthy business.
Finally Make Decisions Based on Data and Numbers
Never again second-guess yourself if you can afford that new hire, or worry about how much you can reinvest into growth.
Pay Once, Own it Forever
Without committing to vague, ongoing retainers, we’ll set up our proven financial system to help you scale at lightning speed.

How the Process Works

1

60-Minute Intro Call

We’ll identify what you need to track to achieve your agency's goals.

2

CFO Level Review

We'll dive into your agency's finances to identify your blindspots.

3

Financial Model Build

We'll design and build your custom financial model in two weeks.

4

Strategic Review

We'll review the model and opportunities and create a plan.

5

Financial Clarity

The goal is for you to have a clear view on your finance.

Why Dozens of Similar Agencies Decided to Work With Us

Right now, you're probably managing the finances with basic reports and spreadsheets.
That works, until you want to scale confidently - then you need real financial systems.

Within 30 days, our specialist team audits your finances, identifies inefficiencies and profit opportunities, cleans up your bookkeeping, builds your custom dashboard, and helps you set profitable budgets and forecasts.

You Get a Financial Transformation That Pays for Itself

Most clients find $5K-$15K in additional monthly profit from our audit alone.

When we're done, you'll own a complete financial system that successful agencies pay $30K+ to build, for 1/10th of that.
Here’s some of the results we got for 45+ clients:
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 $350K/mo+
Hitting record-profit months
Paid off all debts
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 $150K/mo+
Hit record margins & cash balance
Saved hours from manual work

Recommended By The Fastest Growing and Most Profitable 6-7 Figure Agencies

Now booking for Q3

See Your Agency's Full Potential

In just 30 days, you'll have a custom financial model that shows you exactly how each decision impacts your bottom line.

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, or $2,000-$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.

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.