Time To Own A More Profitable Agency
Our agency finance team will help you hit your profit goals with more certainty and fewer headaches.
Starter
$2,500/MO
For solo founders who want to be compliant and don't want to mess with quickbooks.
For small teams who want to get out of the weeds.
Talk to an Expert
Plan Includes:
Accrual Basis Bookkeeping & Accounting
Live Dashboard With Advanced Insights
Async Support via Email
aR / AP Management
Growth
$3,500/MO
Agency insights
and financial modeling
and financial modeling
For small teams who want to make business decisions based on financial data.
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:
Profitability by Client Reporting
Dedicated Fractional Finance Manager
Monthly Financial Review & Strategy Meeting
Accrual Basis Bookkeeping & Accounting
Live Dashboard With Advanced Insights
Async Support via client portal
AR / AP Management
Optional Add-Ons:
Fractional CFO: Forecasting & Planning Package
Managed Payroll Services
Scale
$6,500/MO
Agency profitability framework
For larger teams teams who want to optimize for profitability.
Talk to an Expert
Plan Includes:
Fractional CFO: FP&A Support
Managed Payroll Services
Profitability by Client Reporting
Monthly Financial Review & Strategy Meeting
Accrual Basis Bookkeeping & Accounting
Live Dashboard With Advanced Insights
Profitability by client Reporting
Dedicated Finance Manager
Monthly Financial Review & Strategy Meeting
AR / AP Management
