GET FINANCIAL CLARITY
in just 30 days
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Work With An Agency Finance Specialist
We discovered that most 6 to 7-figure agency owners are missing crucial insights into where their money actually goes. From late invoices to unexpected expenses, inefficient resource allocation to unclear profit margins - these blind spots are silently eating away at your bottom line.
While spreadsheets and basic accounting software might track the basics, they don't give you the full picture you need to make strategic decisions.
That's why in just 30 days, we'll build you a custom financial model that:
- Maps exactly where every dollar is going
- Tracks and forecasts client invoices
- Projects future revenue with confidence
- Optimizes team salaries and resources
Stop guessing about your agency's financial future.
Get a clear, actionable roadmap that shows you exactly how to maximize your profits without working more hours or taking on more clients.
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Building a World Class Agency
Every exceptional agency is built on rock-solid financial foundations. Yet most agency owners are flying blind, making crucial decisions based on gut feel rather than data.
The path to becoming a world-class agency isn't about working harder—it's about working smarter with crystal-clear financial intelligence. It starts with clean, accurate data that shows you exactly where every dollar flows in your business. No more guesswork, no more surprises.
Your custom financial model becomes your agency's command center. It reveals hidden profit leaks, identifies untapped growth opportunities, and gives you trackable metrics for your margins. Finally, you'll have the clarity to set ambitious yet achievable goals—and a precise way to measure your progress.
This isn't just about organizing numbers. It's about transforming your agency into a lean, efficient operation where every decision is backed by data. The most successful agencies we've worked with all share this trait: they've mastered their financial foundations first.
Because here's the truth: You can't optimize what you can't measure. World-class agencies aren't built on hope and hustle alone—they're built on precision, insight, and strategic decision-making powered by accurate financial data.
How the Process Works
60-Minute Intro Call
We’ll identify what you need to track to achieve your agency's goals.
CFO Level Review
We'll dive into your agency's finances to identify your blindspots.
Financial Model Build
We'll design and build your custom financial model in two weeks.
Strategic Review
We'll review the model and opportunities and create a plan.
Financial Clarity
The goal is for you to have a clear view on your finance.
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.
See Your Agency's Full Potential
In just 30 days, you'll have a custom financial model that shows you exactly how each decision impacts your bottom line.
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 $4,500 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.
Ethan is currently finishing up his degree in Economics from the University of Bath. He has previous experience running his own agency as well as working in Private Equity. Ethan joined the AgenCFO team in January 2025.
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.