We know your business.
Because we come from it.
We've grown, bought, sold, and turned around agencies of every size — then recruited and trained the best CFOs, accountants, and HR leaders in the business to do it for you. Like having a holding company's shared-services team, without the holding company.
How healthy is your agency's finance function?
Most agencies steer by one number: revenue. But revenue hides the truth — the client that bills big and earns nothing, the team sitting at 60% billable, the retainer you've quietly out-serviced. A generalist bookkeeper won't flag it. Your CPA won't either. Seeing it, and knowing what to do about it, is the job of a good CFO.
A full finance department for your agency — without hiring one.
Every client gets the Hub: the clarity a great CFO provides — where cash is heading, whether the work is profitable, how the team is utilized, and what to do next — in one place, refreshed weekly, in the language agencies actually use.
See the whole agency at a glance
One brief brings cash, profitability, utilization, and the signals that need your attention onto a single screen.
"Your agency's financial picture, the moment you log in."
Know your cash
A rolling 13-week cash forecast, refreshed weekly — so payroll and media buys never surprise you.
"Know exactly where cash is headed for the next 13 weeks."
Know if the team is billable
Billable hours against capacity, by person and by team — the single most important operating metric an agency has.
"See who's billable, who's over capacity, and who's below target."
Know which clients make money
Real gross margin by client — plus WIP, the revenue you've earned but not yet billed — so you fund the winners and fix the rest.
"Rank every client by real gross margin — fund the winners, fix the rest."
Stay ahead
Agency-format financials against budget and prior year, plus curated industry intelligence for your market.
"P&L the way agencies read it — AGI, personnel ratios, EBITDA, against plan."
Works with the tools you already run — QuickBooks, Xero, Harvest, Teamwork, Asana, HubSpot, and more. Why that matters →
The difference shows up in the numbers.
Our partners have been in the room for some of the industry's defining growth stories. Here's what that looks like over time.
A PR firm grown from boutique shop to industry leader over a decade of CFO leadership.
PR & CommunicationsA creative agency scaled 20×, culminating in a holding-company acquisition.
Creative AgencyAn advertising agency's sustained, profitable growth over a multi-year engagement.
Advertising AgencyEvery finance and HR role your agency needs.
Senior, agency-specific expertise on a fractional basis — one team from strategic CFO leadership to day-to-day books.
Fractional CFO
Strategic leadership, vision, and owner/board relationships.
Controller
Financial close, reporting integrity, and compliance.
FP&A
Budgeting, forecasting, WIP, and project profitability.
Bookkeeping
General ledger, reconciliations, day-to-day accounting.
HR Services
People strategy, compliance, and employee relations.
Recruiting
Full-cycle talent acquisition for finance & ops roles.
AI & Systems
Done-for-you automation builds with 24/7 monitoring.
See all services →Agency veterans, not finance generalists.
Our team spans fractional and full-time CFOs, HR leaders, controllers, analysts, and bookkeepers — all steeped in the agency world. Here are the CFO partners who lead the work.
The CFO Collective is our community of agency CFOs — the fractional partners who deliver for our clients, plus a wider network of agency finance leaders we build with. Are you one? Join the Collective →
What agency leaders say.
Real words from the founders and CEOs we've worked with — names withheld by request.
"You helped architect most of the operation that's in place now — and worked with us to build a company that's thoughtful and human first."
"Our company changed the day he walked through the door. Mastery of finance and operations — and he could still see the solutions in the creative side. The most trusted person in the room."
"He joined during a rough period and helped the business come out of that dark time healthier than at any point in our history. I can't say enough good things."
"A rare professional who can develop and implement operational plans while keeping the entrepreneurial spirit of creative companies. An expert partner who, above all, is trustworthy and results-driven."
"A transformational figure. He brought a wealth of knowledge, spearheaded real innovations in our operations and culture, and made smart, timely investments in new technology. His enthusiasm is infectious."
"You just can't find this depth of character and willingness to do whatever it takes to help your business grow — astute with both the opportunities and the hard issues, in the chaotic environment of advertising."
"Matthew delivers results. He operated as a seasoned corporate pro with real entrepreneurial drive — helping every department get more competitive through streamlined processes and better business intelligence."
"Super smart strategist — and then some. Exactly who you want to help develop strong operational systems that promote quality and profitability."
A financial partner who actually understands your world.
We come from media, advertising, and entertainment — and we pair that experience with a systems-thinking method that moves agencies from chaos to clarity.
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