Bookkeeping & CFO services for
Ambitious founders
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 buzz words, no generic or late replies. We give you the numbers to back up your goals, and reply the same-day. Always.
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 leaking.
Spotted 2 channels underpriced by ~30%. Recorded a video with next steps here.
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 only take on clients we can genuinely help
That means we specialize, not go broad (like all other “accountants” and “CFOs”).
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, Big Impact
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 hungry team that moves fast, actually responds, and treats your money like it's our own.
Started AgenCFO in 2023 and still serves as CFO for several of his founding clients. Former Associate at Standard Chartered London, with an MSc in Finance.
Responsible for operations and the financial models. Previously in Equity Research at Credit Suisse and Real Estate Investment at CBRE IM.
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.
Holds a Masters in Quantitative Finance with years of experience as an independent trader. Joined the AgenCFO team in 2024.
A CFO with deep ecommerce and agency roots, a Business Administration background, and the accounting experience to back it all up.
Comes from a finance background with exposure to fintech and firsthand experience running a small ecommerce and agency business.
Leads AgenCFO's Bookkeeping and AR/AP department, keeping clients' financial operations running cleanly and on time. The detail-oriented backbone making sure nothing slips through the cracks.
Brings years of bookkeeping expertise, backed by a Bachelor's in Economics. As a senior member of the Bookkeeping and AR/AP team, he keeps clients' financials accurate and on time.
Let us help you make (and keep) more money
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.”