Bookkeeping & CFO services that Scale agencies & ecom brands
We fix your bookkeeping and make your numbers clear and easy to understand. And when you want a real CFO behind them, that's here too.
What actually happens when we run your finances
No mystery, no jargon. Your team keeps you posted, and the numbers back it up.
Always accurate, always on time
We either take bookkeeping off your plate or work alongside your team. Either way, every number holds up.
Your dashboard's updated. October books are closed and clean.
We show you where the money goes
Expenses, plus per-client and per-SKU profitability, tracked in real time. We surface the money you are quietly leaking.
Spotted 2 retainers underpriced by ~30%. Plan's in your inbox.
We tell you the next move, and help you make it
Hire, reprice, cut or invest? We turn the numbers into one clear recommendation, then help you act on it.
Let's lock the hiring plan. Grab any time on my calendar.
Hire the senior in March, not now. Reprice Brand C first to fund it.
We know your world inside out
Pick your side and see exactly how we grow it.
Agencies
Paid ads, email, retention, recruitment, creative. Anywhere your margin hides behind passthrough spend and people cost.
Went through your accounts this week. Brand D is dragging your margin down, give me the nod and I'll have a reprice ready by Friday.
Don't take our word for it. Take theirs.
“The AgenCFO team resolved accounting discrepancies, reviewed every line item, and helped track all our key metrics. They're organized, their dashboards are amazing. I recommend them 10 out of 10 to any agency owner.”
“Thomas has been an absolute godsend for our business. Any time we need help, he's there ready to hop on a call. It's been a game changer for us.”
“The team is super responsive and go out of their way to do everything to a very high standard. They set up a fantastic dashboard covering my income, expenses, analytics and profits. I can see exactly how much money I'm making.”
“I can't imagine doing MTRX without these guys. The tools and systems they've put in place, plus the weekly calls and constant support, are worth every penny. They've turned our business around.”
“AgenCFO helped me get a great handle on everything that was happening. They created an incredible dashboard that we are using to this day.”
“They have been my entire finance department. I've leaned on them for everything when it comes to tracking my business finances. Onboarding AgenCFO has been an absolute game changer.”
“He's really helped us get a lot of clarity on the finances of the business. We started working with Joey at $70K MRR and have grown to $150K+ MRR since.”
“The impact he's had on my business has been phenomenal. I now have complete clarity on all my finances and know exactly where every single dollar is going.”
“The AgenCFO team resolved accounting discrepancies, reviewed every line item, and helped track all our key metrics. They're organized, their dashboards are amazing. I recommend them 10 out of 10 to any agency owner.”
“Thomas has been an absolute godsend for our business. Any time we need help, he's there ready to hop on a call. It's been a game changer for us.”
“The team is super responsive and go out of their way to do everything to a very high standard. They set up a fantastic dashboard covering my income, expenses, analytics and profits. I can see exactly how much money I'm making.”
“I can't imagine doing MTRX without these guys. The tools and systems they've put in place, plus the weekly calls and constant support, are worth every penny. They've turned our business around.”
“AgenCFO helped me get a great handle on everything that was happening. They created an incredible dashboard that we are using to this day.”
“They have been my entire finance department. I've leaned on them for everything when it comes to tracking my business finances. Onboarding AgenCFO has been an absolute game changer.”
“He's really helped us get a lot of clarity on the finances of the business. We started working with Joey at $70K MRR and have grown to $150K+ MRR since.”
“The impact he's had on my business has been phenomenal. I now have complete clarity on all my finances and know exactly where every single dollar is going.”
Simple pricing for growing players
Start with clean books, step up to a CFO who drives the numbers, or run the whole finance department through us. Clear scope, no surprises.
Clean, accurate, on-time books with a dashboard you actually read.
Essentials
Visibility done right, every month.
- Monthly bookkeeping & reconciliation
- QuickBooks or Xero, fully managed
- AI dashboard with live P&L and balance sheet
- Year-end ready for your accountant
Full-Service
Hand over the whole back office.
- Everything in Essentials
- Invoicing, AR/AP, bill pay & payroll
- Inventory tracking & reconciliation
- Monthly close with a review call
Plus vetted partners for tax, banking, payment processing and more.Final scope and pricing confirmed on your call.
The people behind your numbers
A young team that moves fast, actually responds, and treats your money like it's our own.
About AgenCFO
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 its value, and AgenCFO was born. Since then we've helped 50+ businesses scale, and played key roles in successful exits and mergers.
Our expertise with growing businesses positions us as a key player between both worlds, building strong relationships on each side and making sure growth stays backed by a healthy sense of financial savviness.
Let's find the money in your business
30 minutes, no pitch. Pick a time and we'll show you where your profit is leaking and the fastest levers to fix it.
“The transformation he's had on my business has been huge.”
“We started at $70K MRR and have grown to $115K+ MRR since.”
“Just applying 20% of findings is going to save us $10K to $15K per year.”