The CFO's Roadmap to build a $500k/m Agency

Financial Strategies & Tips for Every Stage ($0 to $500K/M)
Benchmarks and Ratios to track at every stage
Actionable tips to save thousands of dollars
The Financial Processes & Systems that scale
Real-World lessons from 7+ figure agencies
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FRACTIONAL CFO SERVICES

Unlock Your Agency's Full Financial Potential

Unlock Hidden Profits, Scale Confidently, and Pay Yourself More.
Book your
free consultation
Trusted by top agency owners
22
%
Average Profit Increase
$
43
k
Average Savings
18
+
Hours Saved Per Month
30
+
Agencies Transformed

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

Here are some results we’ve achieved for Industry Leaders

How a Fractional CFO Can Help Your Agency Thrive

Eliminate Financial Uncertainty

Set your agency up for long-term success. We’ll help make your agency more profitable and attractive to potential buyers—potentially turning it into a multi-million-dollar asset.

Replace Chaotic Financial Tracking

Say goodbye to chaotic financial tracking. We’ll set up a tailored report summarising your agency's performance, KPIs and trends over time. This will keep your finances organized, easy to interpret and transparent, so you can make meaningful decisions without the pain of messy spreadsheets

Unlock "Hidden" Profits

Stop worrying about numbers and spreadsheets. We’ll manage your finances, providing the clarity you need to make informed decisions—so you can focus on growing your agency.

Maximising Long-Term Value

Uncover hidden profits within your agency. We analyze everything from pricing to team structure, helping boost your bottom line by thousands each year.

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 small businesses, especially agencies.

Since then, Joey and Elyse have turned AgenCFO into a trusted partner for agencies, bringing financial clarity and success to dozens of businesses.

Now booking for q4

Unlock your Agency Transformation

ROI Guaranteed – If we don’t save you more than you paid us, you'll get a full refund.

Growth

$1,950/m
Secure your spot
Agency Growth Plan
Custom Financial Reporting
2 CFO Calls a Month
Resources & Training

Scale

Most popular
$3,000/m
Secure your spot
Everything in 'Growth', Plus:
Cash Flow Forecast
Tailored Pricing, Profitability & Sales Analysis
Unlimited Strategy Calls

Mastery

Custom
Secure your spot
Everything in 'Growth' & 'Scale', Plus:
Cross Functional Collaboration & Planning
Advanced Scenario Planning
White Glove Service
Now booking for q4

Pricing That Works for Every Stage

Unlock top-tier financial leadership without the full-time cost, starting from just $1,500 a month. Our fractional CFO model brings expert guidance within reach for agencies of all sizes.

As your business expands, our support and resources grow with you, ensuring you always have the right level of financial expertise.

Book your free consultation
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"

FAQs

At what point should we consider hiring a CFO?

Our clients range from $30K per month all the way to $400K 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 agency is set up in the best possible way.

Will a CFO actually help me grow?

Yes. And no. A CFO will not directly get you more clients. But they will help you figure out what your optimal client acquisition channels are, how to price your service and pay your team optimally. A CFO 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 a CFO?

The main result is achieving your goals faster. If you want to scale quickly, a CFO will work out the best strategy to optimise for this, without the ups and downs. Or if you want to have a lifestyle agency, a CFO will work out your budgets and structure to take home as much money as possible from the work you do.

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 $1,500 a month to $6,500 per month, depending on your goals and the level of support that you are looking for. 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.

The CFO's Roadmap to build a $500k/m Agency

Financial Strategies & Tips for Every Stage ($0 to $500K/M)
Benchmarks and Ratios to track at every stage
Actionable tips to save thousands of dollars
The Financial Processes & Systems that scale
Real-World lessons from 7+ figure agencies
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.