People sitting around at a table at an agency talking about finances

Build the agency you’ve always wanted, without worrying about the money part.

Fractional CFO and accounting for digital, creative and software agencies doing $1M to $10M.

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The trusted financial partner for ambitious digital and creative agencies

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.

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

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

I only wish we'd made the switch to AgencyFi MUCH sooner! Not only can we finally use our books as actionable data, but the AgencyFi team uncovered some missteps of the past, saving us thousands of dollars in the process. We genuinely couldn't be happier!

Joe Benson

Co-Founder

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.

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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 break down your numbers to the bare necessities and give you the knowledge you need to scale your agency, minus the fancy terms and financial jargon.

Browse Our Services

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 agency's 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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Not sure which service fits? Let's talk.

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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.

Who We Are

Agency owner smiling during a finance review meeting

Ready to build the agency you’ve always wanted, without the stress of managing your finances?

Book a short discovery call with one of our CFOs. It only takes a minute to schedule.

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