Build a smarter financial engine — without hiring a full-time CFO.
Get fractional CFO services for agencies ready to scale profitably, pay themselves confidently, and stop guessing with the numbers.
If you're like most agency owners I work with...
You’re growing — but cash flow still feels tight
You’re not sure which clients or services are most profitable
You’re paying yourself last (or not enough)
You're trying to grow without a real financial roadmap
You're guessing — and you know it's time for better systems
I help agencies go from guessing to growing with confidence with:
Cash Flow Forecasting
Profitability Tracking by Client & Service
Owner Compensation Strategy
Custom KPI Dashboards
Monthly Financial Strategy Calls
How It Works
Step 1: Financial Foundations Buildout – I map your cash flow, track profit drivers, and set up dashboards.
Step 2: Monthly financial reviews, updated forecasts, and strategic planning.
You don’t need a full-time CFO. You need a strategic financial partner who understands agencies, speaks your language, and can help you grow without financial chaos. With 15 years of experience in accounting, taxes, business valuation, payroll, I understand the ins and outs of how agencies should financially operate.
What It’s Like to Work With Me
Most agency owners didn’t start their business to spend time buried in numbers — but once you hit a certain size, flying blind financially just isn’t an option anymore.
I specialize in working with marketing and creative agencies that are scaling quickly and need financial clarity to match.
I’ve helped agency owners:
Stop guessing about cash flow
Finally pay themselves consistently
Understand which services and clients are actually profitable
Make confident hiring, pricing, and growth decisions
Not just an advisor, but your true financial partner — helping you build systems that grow with you, not hold you back.
No fluff. No judgment. Just real, reliable support — from someone who’s in your corner.