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
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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

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.