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.
AGEncy & ECOM CFO SERVICES

Unlock Your business' Full Financial Potential

Helping agency and ecom brands scale profitably to high 7-figures and beyond
Book your
free consultation
Trusted by 50+ top businesses owners
22
%
Average Profit Increase
$
43
K
Average Savings
50
+
Businesses Transformed
3
h
Or Less Response Times*

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

What our clients say about us

Your Financial Partner
For a Fraction of the Cost

ROI Obsessed

We don’t just report numbers, we drive growth. We proactively cut waste. Find ways to increase retention. Grow LTV. Lower your CAC. Negotiate agency fees. Smooth cash flow or raise funds. We’re your partners in growth.

World Class
Financial Tracking

We live and breathe financial models, so you don’t have to. There’s not a problem we can’t solve through the numbers. This goes FAR beyond your basic P&L. You name it, we model it. From detailed unit economics, to LTV, CAC, cash flow forecasts and valuations.

If you want the best insights, you’re in the right hands. 

Build an Exit-Ready Business

Our top priority is to put a world-class financial foundation in place. This won’t just help you run leaner and grow faster, but also makes sure you’ll survive rigorous due-diligence processes from lenders or buyers to raise funds or exit at a top valuation.

Complete, Yet Flexible Solution

We save you time and headaches from the finances by covering everything you need. This means we can work with your existing accountant, or we bring in one of our partners, to always give a complete solution from bookkeeping, to tax, to growth.

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.

Now booking for q4

Elite CFO Services at a Fraction of the Cost

Unlock top-tier financial leadership without the full-time cost,
typically 2-4x cheaper than an in-house role.

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 you?

Our ideal clients are at a stage where they have proven product-market-fit, and have scaled to a point where "basic spreadsheets" or simple bookkeeping aren't enough anymore. We typically see this start at the high 6 to low 7 figures in revenue.

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 $500 a month for low-touch support, or $2,500-$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.

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.