Service
Fractional CFO for marketing agencies
A fractional CFO here is not a dashboard and a monthly slide. It is a partner for the decisions that change cash and profit: pricing, hiring, capacity, tax, and what the agency should stop doing.
What this covers
- Decision support without a full-time finance hire
- Pricing, profit, and package review
- Hiring and capacity filters
- Forecasting on Growth 2 and Accelerate
Serving marketing agencies across the United States. This page is written so a search visitor and a future Local Services ad land on the same offer.
How a strategy call works
- You tell us the decision or uncertainty in front of the agency.
- We look at whether the foundation is clean enough to advise on.
- We recommend a package only after that, not before.
When an agency actually needs a fractional CFO.
Bring in CFO-level support when hiring, pricing, tax, or growth decisions are being made without a reliable view of cash and profitability. Growth 2 and Accelerate are where that depth lives. Momentum and Growth 1 still tell the truth. They do not pretend to be a full CFO relationship.
- Pricing, profit, and package review
- Hiring and capacity filters before the offer goes out
- Forecasting once the foundation is clean
- A person who will challenge the decision, not only report it
FAQ
Related questions
Pulled from the approved FAQ set, pointed at this service.
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.
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.
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.
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.