FAQ
Package, payroll, and fit questions
Same eight questions. The package should match the decision, not the other way around.
Who is The Agency Financial Team built for?
Marketing agencies and digital service businesses that want financial clarity, proactive tax strategy, and CFO-level decisions without building an internal finance department. This brand is the agency-exclusive practice of KynLi Consulting.
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Is this just bookkeeping?
No. Clean books matter, but they are the starting point. The team connects your financials to cash flow, profitability, taxes, hiring, and the decisions that shape where your agency goes next.
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When should I bring in a fractional CFO?
If you are making hiring, pricing, tax, or growth decisions without a reliable view of cash and profitability, you do not need to keep guessing. A strategy conversation can show whether CFO-level support is the right next move.
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Can you help with tax planning?
Yes. Tax strategy is brought into the financial conversation proactively, so your agency can make informed decisions before deadlines force a reaction.
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Which package should I choose?
Every package works differently for every client. Some clients need more accountability, strategy, and tax planning. Others need a trusted partner to keep the numbers clean while they are early in the journey. Hop on a call and we will find the fit. Momentum starts at $875+/month, Growth 1 is $1,350/month, Growth 2 is $1,975/month, and Accelerate is $3,250–$5,000/month.
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Will you take over our payroll?
Yes. We partner with ADP to give you the cleanest payroll service possible, with the right support and then some. Payroll is billed separately so you can take advantage of the tax treatment and keep it as its own business expense.
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Do you work with companies that are not marketing agencies?
The Agency Financial Team is exclusive to marketing agencies. KynLi Consulting, the parent firm, is where non-agency work lives, including home services such as pest control, plumbing, and painters. The same team has worked with home services, coaching, consulting, agencies, and advertising. E-commerce brands and storefronts are not the fit.
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How do we get started?
Start with a consultation request. The team will learn about your agency, where you are trying to go, and which financial gaps deserve attention first.
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All agency finance questions