Limited time offer
Unlock Faster, Profitable Growth and Increase Your Exit Valuation with the 542-Point AgenCFO Finance Assessment
"The impact he's had on my business has been phenomenal - I now know exactly where every single dollar is going in my business." - George Clements ⭐️⭐️⭐️⭐️⭐️
We're offering our 14-day assessment for free for our referral partners. Book your call today to find out more.
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Trusted by 50+ top entrepreneurs

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

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

End the Anxiety Around Cash Flow and Profitability
We'll assess both your financial systems and health, and present you clear strategies to improve your margins and cash conversion cycle.
Gain New Insights on Your Competitive Positioning
Most founders operate in a silo. We provide a new perspective and share how you stack up against businesses similar to yours.
Know Your Exit Readiness and Valuation Drivers
We'll ...

Who is this for?

...
Here’s some of the results we got for 50+ 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

How the AgenCFO Assessment Works

1

30-Min Discovery Call

We’ll discuss your goals and current financial situation.

2

Deep Financial Review

We dive into your numbers and financial processes.

3

Calculate Savings

We calculate your total saving potential and create your growth plan.

4

Review the Plan

We share the plan with you to ensure it fits your needs.

5

60-Minute Results Call

We discuss your plan and next steps for growth.

Regular Price: $3,000. Free through our referral partners.

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

Gain a New Understanding of your Finances and Value Drivers In 14 Days

If you're not completely satisfied with the results, you don't pay. We only succeed when you do.
George C.
Scaled from $30K/mo to $150K/mo with complete financial clarity.
Brennan H.
"We started at $70K MRR and have grown to $150K+ MRR since"

FAQs

What if I already have a bookkeeper and CPA?

We are built to fill the gaps in our clients' finance departments. If your existing team isn't cutting it anymore, then we can take this over in full. However, if you are happy with your existing team, then we can easily work with them and primarily focus on the CFO strategy. You only pay for what you use us for.

When will I start to see an ROI?

Here's my promise to you: you will get a real ROI in the first week. Because we are agency specialists, we know where all the skeletons are hidden and where all the low-hanging fruit hangs. This is what we uncover in the first week.

After that: you will have real visibility over clean numbers in the first month. A beautiful and live dashboard including margins, client profit, receivables and cash within 60 days. And a tangible actions have been taking to drive your profits up within 90 days.

How much time will this take from me or my team?

We are built to save you and your team time, as we will do all the heavy lifting and implement our automated processes for tasks like billing, categorisations and data tracking.

However, on average, we require around 2 hours per week in the first month for calls and to answer our questions. This typically scales down to max 1 hour per week afterwards, mainly to join our calls and have strategic chats.

You will still stay in the lead to approve big decisions and set the strategy.

What size should my business be for this to make sense?

We have clients ranging from $50K/mo all the way to $1M/mo. Finance is relevant at all stages, to varying degrees. Based on our prices and ROI calculations, we have found that from $100K/mo the CFO package is justifiable from a $ point of view, before even taking the time saving and mental peace of mind into account.

How much support will I get?

As much as you need. This is not a "program" or "coaching service" where you go through the steps. We are a real part of your business, and can answer any and all questions you need.

Am I locked in a long-term contract?

No, depending on your scope, we may require a 90-day initial agreement, but always work month-to-month.

Where is your team based?

We are a global team with our CFO's and leaders based in US, UK, Europe, and a bookkeeping team based in South Africa. We are specialised in the US market and have local partners for tax.

Meet the Team Behind AgenCFO

Our Story

Our origin goes back to the pandemic when Joey started helping his family’s business solve some of the lockdown-related financial challenges they faced. The banking-level expertise proved of value, and AgenCFO was born. Since then we’ve helped 50+ agency and ecom brands scale, and played key roles in successful exits and mergers.

Our expertise in both the Agency and eCommerce spaces positions us a key player between both worlds, helping create great relationships between both sides and make sure growth remains backed by a healthy sense of financial savvyness.