AgencyFi
Transparent pricing for agency-specific accounting & CFO services.
Step 1 — Your Annual Revenue
$3,250,000
$1,000,000
$10,000,000
AgencyFi works with agencies generating at least $1,000,000 in annual revenue. If you're not quite there yet, we'd love to connect when you are!
For agencies above $10,000,000 in annual revenue, our engagements are fully custom. Please book a discovery call for a tailored proposal.
Step 2 — Select Your Services
Accounting
Revenue-driven bookkeeping and financial reporting
- Weekly Accounting
- Month End Close
- Agency Specific Financial Reporting Package
- Quarterly CFO Office Hours
- Email Access to Controller & Senior Accountant
Accounting Basis
Accrual accounting records revenue and expenses when earned, not when cash changes hands — more accurate for growing agencies.
Multi-Entity Consolidation
Number of Entities
Departmental Profitability
Number of Departments
Client/Project Profitability
Adds 15% to your baseline accounting fee for detailed client and project-level profitability tracking.
Select Accounting to unlock
Financial Operations
Bill pay, payroll, and invoicing management
Bill Pay + 1099 Filings
Bills per Month
Default $500/mo applied. We recommend booking a discovery call for a custom quote.
Payroll Processing
Number of Employees
Default $850/mo applied. A custom quote is recommended for 20+ employees. We also recommend payroll for teams this size be handled in-house.
Client Invoicing
Invoices per Month
Default $800/mo applied. We recommend booking a discovery call for a custom quote.
Select Accounting to unlock
Fractional CFO Services
Strategic financial leadership for growing agencies
- Annual Budget Creation with Headcount Planning
- Dynamic Financial Model (Base Case, Worst Case, Best Case)
- Weekly Financial Model Updates
- 2 CFO Strategy Calls per Month
- Slack AND Email Access to CFO & Senior Accountant
13-Week Cash Flow Forecasting
Cash flow projections by week at the customer and vendor level. Recommended for agencies that struggle with cash flow and have less than 2 months of expenses in cash on hand.
Update Frequency
Estimated Monthly Investment
$0
/mo
Breakdown
Based on average U.S. market salaries + benefits as of 2025.
Pricing shown is an estimate. A formal quote will be provided after your discovery call.
Estimated
$0 /mo
