We Uncover the Root Causes of Financial Challenges for Agencies
Most agency owners feel intimidated by anything finance-related. We get it. You’re nervous about looking at your numbers and despise asking your accountant “dumb” questions.
Build the agency you’ve always wanted — without worrying about the money part.
Managed Accounting & CFO services for digital & creative agencies
The trusted financial partner for ambitious digital and creative agencies
Our Services
How Does AgencyFi Help?
We take bookkeeping, accounting and financial advisory tasks off your plate so you can:
→ Focus on scaling your agency.
→ Prioritize your life-work balance.
→ Grow your annual revenue like never before.
Our monthly, subscription-based services are completely customized to your agency's unique needs and goals.
Unlike traditional accountants, we won’t just manage your books and wish you good luck. We collaborate with you, as an integral part of your team and champion your financial clarity.
We breakdown your numbers to the bare necessity and give you the knowledge you need to scale your Agency — minus the fancy terms and financial jargon.
Bookkeeping
Say goodbye to messy books. Let us handle your books so you’re always up-to-date, accurate and organized.
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Accounting
Concentrate on your agencies growth. Let us streamline your accounting with top-of-the-line technology.
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Financial Advisory
Learn to be proactive (not reactive) with your finances. Financial guidance-and forecasting- every step of the way, so you can operate your agency with clarity and confidence.
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Unlocking Financial Clarity for Agency Owners
At AgencyFi, we believe in taking a thoughtful, human centered approach to our services. By diving deep into our client relationships and addressing the core of every problem, we are able to have the hard conversations that need to happen in order to unlock untapped potential.
Our Clients Rave
We recently helped a client increase their agency's bottom line by 400% — and we’d love to do the same for your Agency.
Our dedication to our clients success is unparalleled (would you believe us if we said we've never actually had a client churn?). But don’t just take our word for it.
Working with AgencyFi has been a game-changer for our business. They have helped us identify and overcome financial challenges, leading to significant growth.
Jane Smith
,
CFO
Working with AgencyFi has been a game-changer for our business. They have helped us identify and overcome financial challenges, leading to significant growth.
Jane Smith
,
CFO
Working with AgencyFi has been a game-changer for our business. They have helped us identify and overcome financial challenges, leading to significant growth.
Jane Smith
,
CFO
Working with AgencyFi has been a game-changer for our business. They have helped us identify and overcome financial challenges, leading to significant growth.
Jane Smith
,
CFO
Working with AgencyFi has been a game-changer for our business. They have helped us identify and overcome financial challenges, leading to significant growth.
Jane Smith
,
CFO
Working with AgencyFi has been a game-changer for our business. They have helped us identify and overcome financial challenges, leading to significant growth.
Jane Smith
,
CFO
We LOVE our AgencyFi partners! Their ability to provide clear data and strategic insights has empowered our leadership to steer the agency effectively, securing our financial strength and empowering us to make sound decisions. 10/10 recommend!
Meghan Furey
,
Vice President of Operations
“Partnering with AgencyFi has brought immense relief. Their clear communication, effective processes, and detailed reporting have given me immense clarity and allowed me to focus on other business priorities. Do yourself a favor and hire them right away!”
Anna Stout
,
CEO
If you’re serious about growing a successful agency, you need Paul. He’s knowledgeable, personable, and truly feels like an extension of our team.
Jeff Gapinsky
,
Co-founder
AgencyFi has seamlessly integrated with our team, taking charge of our finances and making a significant impact by introducing key agency metrics that drive profitability and scale. Their contribution has been so transformative that I regret not partnering with them sooner, and I offer my highest recommendation based on the financial advancements they've enabled for us.
Mark Scrivner
,
CEO
Since partnering with AgencyFi, Paul and his team have revolutionized our business with their unparalleled proactivity, professionalism, and competence. Their impact has been substantial, transforming our approach to finance from reactive to proactive, and significantly contributing to our operational success.
Kyle Bush
,
CEO
The AgencyFi team has been our fractional finance team since early 2023 and their plain-language approach to financial ops and strategy has been a game-changer for us. Aside from their financial acumen, the AgencyFi team is particularly gifted at communicating risks/opportunities and advising me (and I presume their other clients as well) on tactical action items to establish healthy forecasting and budgeting.
Brett Snyder
,
CEO
Our experience with the AgencyFi team has been truly outstanding. From our initial conversation to our ongoing monthly updates, the team has excelled in every task. Our onboarding process was smooth and thorough and the reporting is detailed, informative and always delivered on time. We switched from a different partner - a well-known brand - and the experience couldnt be more different. We cant recommend AgencyFi enough. We look forward to working with them for many years to come.
Michelle Pederson
,
Co-Founder & Head of Design
Ready to build the agency you’ve always wanted, without the stress of managing your finances?
Answer this short questionnaire so one our CFOs can reach out to you! (It only takes 1 minute to fill out)
