We Champion Financial Clarity for Digital and Creative Agencies.
Dive into our subscription-based plans that you can cancel at anytime (like Netflix!). Each plan is tailored to your Digital or Creative Agency’s unique needs and goals.
Bookkeeping
Say goodbye to messy books.
Let us handle your monthly bookkeeping records in the most accurate, organized way. Say hello to piece of mind and extra time so you can focus on what you do best — running a successful agency.
Let's Get Started
Accounting
Accounting backed by our companies lead accounts.
Our talented accountants conduct monthly financial reviews and month-end closings to ensure accuracy across the board.
Plus, we modernize your back-office processes with modern technology so we can streamline your accounting and concentrate on growing your revenue.
Financial Advisory
Financial Advisory
Expert financial guidance along every step of your journey to ensure your agency's financial strategy is always on track.
Our team tailors a strategy to your unique needs and sticks around while you implement it, unlike traditional accountants.
Working With Our Team
Working with our AgencyFi team is easy.
We are seamlessly embedded into your team as expert financial partners.
1
We understand your needs are unique.
We start this process by gaining a deep understanding of your agency's financial needs and goals.
2
We develop your customized financial strategy.
Sit back and relax as our experts tailor a financial plan that addresses your agency's challenges so we can increase your revenue.
3
You receive ongoing guidance and support.
We stick around and provide continuous support so you can concentrate on your business’s growth.
Develop a Customized Plan
Pricing Plans
Fully customizable pricing plans for your Creative or Digital Agency.
Starter
Starting At
$1,000 /month
What You Get
Financial Statements
Delivered by 20th of each month
Live Finance KPI Dashboard
Included
Strategy Sessions
Monthly Group Office Hours
Financial Reporting Package
Standard
Communication Access
Unlimited Email
Accounting Method
Cash Basis
Cash Flow Projections
N/A
Annual Budget Support
N/A
Budget Updates (Forecast)
N/A
Add Ons
Advisory
Extra Strategy Session
Lite Business Tax Planning Support
Back-Office
Payroll Support
Bill Pay + 1099 Filings
Pro
Starting At
$2,500 /month
What You Get
Financial Statements
Delivered by 15th of each month
Live Finance KPI Dashboard
Included
Strategy Sessions
1X/ Month
Financial Reporting Package
Custom
Communication Access
Unlimited Email + Slack
Accounting Method
Cash or Accrual
Cash Flow Projections
Monthly
Annual Budget Support
Included
Budget Updates (Forecast)
Quarterly
Add Ons
Advisory
Extra Strategy Session
Lite Business Tax Planning Support
Back-Office
Payroll Support
Bill Pay + 1099 Filings
Elite
Starting At
$5,000 /month
What You Get
Financial Statements
Delivered by 10th of each month
Live Finance KPI Dashboard
Included
Strategy Sessions
2X/ Month
Financial Reporting Package
Custom
Communication Access
Unlimited Email + Slack
Accounting Method
Cash or Accrual
Cash Flow Projections
2X/ Month
Annual Budget Support
Included
Budget Updates (Forecast)
Monthly
Add Ons
Advisory
Extra Strategy Session
Lite Business Tax Planning Support
Back-Office
Payroll Support
Bill Pay + 1099 Filings
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
Build the agency you've always wanted through clarity driven finance.
Our clients are our top priority.
Check out what they have to say about us.
