Services

The financial partner your agency needs for its next chapter.

A relationship built for action.

Clean books are the floor. The relationship is built around the decisions in front of you.

Your service level should match the decisions you are making.

Momentum through Accelerate. Same team. Different depth.

Build the financial rhythm

Momentum

$875+/month

A strategic foundation for agency owners who are ready for clean numbers, steady cash-flow visibility, and financial follow-through.

  • Monthly bookkeeping and financial reporting
  • Cash-flow visibility
  • Responsive financial support
  • Quarterly strategic check-ins

See Momentum

Get your numbers working harder

Growth 1

$1,350/month

For agency owners who need stronger decision support around cash, profitability, taxes, and growth priorities.

  • Everything in Momentum
  • Profitability and margin review
  • Tax-planning coordination
  • Monthly financial strategy

See Growth 1

Operate like a bigger business

Accelerate

$3,250–$5,000/month

High-touch financial leadership for established agencies building toward the next strategic milestone.

  • Fractional CFO partnership
  • Advanced forecasting and financial planning
  • Leadership-team decision support
  • Strategic growth and exit readiness

See Accelerate

What we focus on

Tax strategy

Entity, timing, and owner decisions before the deadline, not a recap after it.

Agency tax strategy

Financial strategy

Cash, profit, pricing, and the package mix that is actually funding the agency.

Fractional CFO guidance

A strategic partner for hiring, capacity, and growth decisions without a full-time hire.

Fractional CFO for agencies

Business and individual tax returns

Filing that sits on top of the planning conversation, not instead of it.

Payroll through ADP

Payroll support through the ADP partnership, billed separately.

Payroll for agencies

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