Give your agency's
Profit margins a boost
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Our Promise
Work With An Agency Finance Specialist
We found that the average 6 to 7-figure agency owner could on average take home $35K in extra profits per year, without taking on more clients or working more hours.
From forgotten subscriptions to excessive fees, overpaying on taxes, under-charging clients, overpaying staff, or unprofitable acquisition channels - all these things are eating away at your bottom line.
While it may seem tempting to only focus on revenue, this is often a recipe for disaster. You keep working more and more, but your bank account never seems to catch up in the same way.
The key is keeping your operations lean and adding passive income streams, ensuring that new revenue actually translates to profit in your pocket.
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Why We Have a Money-Back Guarantee
We've seen it too many times: agencies spending thousands every month on coaches, services, and programs that deliver zero ROI. The last thing we want is to be another 'bad investment'.
Here's our honest take: not every agency needs a CFO. Sometimes, a good bookkeeper sending clear monthly reports is all you need. But here's what we know for sure: no agency should leave money on the table.
That's why we created this simple, one-off service with a straightforward guarantee: If we can't find ways to boost your profits by more than you pay, we will refund you. Simple as that.
And if we do? Well, we've already proven our value before you spend a cent.
How the Process Works
30-Minute Intro Call
We’ll discuss your goals and current financial situation.
Deep Financial Review
We dive into your numbers and financial processes.
Calculate Savings
We calculate your total saving potential and create your growth plan.
Review the Plan
We share the plan with you to ensure it fits your needs.
60-Minute Results Call
We discuss your plan and next steps for growth.
Proven Results from Our Clients
Did things very manually, bouncing between spreadsheets and Quickbooks.
Achieved total clarity on financial position, where clients are sourced and what is needed to hit the growth goals.
Find Out How Much Money You Could Save
In just 7 days your agency could be making thousands in extra profit per month.
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.
Meet the Team Behind AgenCFO
Owner of AgenCFO, Former Financial Analyst at a leading Investment Bank. Portfolio included multi-billion dollar companies like Accenture, Coca Cola and Mercedes-Benz.
Responsible for operations and the financial models. Previously worked in Equity Research at Credit Suisse and Real Estate Investment at CBRE IM.
Thomas has a Masters Degree in Quantitative Finance and has years of experience as an independent trader. Thomas joined the AgenCFO team in 2024.
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.