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AgenCFO | Cash Flow Projections, Board & Investor Relations, Financial Strategy Development

AgenCFO

Typically responds within 100 hours
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
2 - 5 employees
TRANSACTION EXPERIENCE
M&A under $10M
LOCATION
-
SUPPORT
Dedicated Staff
AgenCFO
AgenCFO helps agency owners take home more money without sacrificing growth. We work with over 30 agencies who trust us with their finances.
We deliver:
1. Clear financial tracking that shows exactly where your money goes
2. Proven frameworks to increase what you personally take home
3. Strategic guidance on when to hire, invest, and pay yourself more

Our clients typically boost their profits by 22% within 90 days while keeping their agencies financially healthy.

Clients who would be a good fit

Our ideal clients are marketing agencies or service-based business owners who are looking to scale fast, but profitably.
We can already support our clients from an early stage with our bookkeeping & invoicing support, and can support them all the way to $10M a year+ or to a potential exit.

Our clients usually don't want to penny-pinch or receive basic reports, but are craving for actual insights that help them and their team win.

Clients who wouldNOTbe a good fit

Non-agency or service related businesses.

Client Specialties

Services Offered

Service Pricing

Monthly Retainer
$350 to $5,000

Meeting Options

In person meetings
Email
Video meetings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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