Strategic financial guidance for agencies.
Our embedded, Fractional CFO's give your agency executive level been there, done that experience along with on-demand backoffice support.
Embedded CFO
$3,500/MO
For solo founders who want to be compliant and don't want to mess with quickbooks.
For teams looking for strategic guidance.
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Plan Includes:
Fractional CFO embedded in your weekly leadership call
Monthly financial strategy meeting
Cashflow, hiring, and profitablity forecasts
Daily access to CFO via Slack
CFO + Accounting
$4,500/MO+
Agency insights
and financial modeling
and financial modeling
Strategic guidance with on-demand backoffice support.
Talk to an Expert
Key real-time metrics like:
Team Capacity
Revenue Readiness
Labor Efficiency Ratio
Agency Profitability Score
Percentage Gross Profit
Percentage Net Profit
Average Selling Price
Monthly Recurring Revenue
Annual Recurring Revenue
Project Based Revenue
Cash on Hand
Average Customer Engagement
Plan Includes:
Everything in CFO Services, Plus:
Advanced Agency Dashboard
Monthly bookkeeping
AR / AP Management
Invoicing Support
Payroll Support