Full Financial Department Operations for Agencies

Our 3-step process & financial growth framework for agencies

With technology and 15 years of financial experience, we provide the tools and strategic advice you need to scale your agency. Our proven 3-step framework can help you build an exceptional agency that achieves profit and purpose.


(Assess & Plan)

The key to success starts with a solid foundation. We offer a financial health check to give you an accurate understanding of where you stand. Then we’ll create a tailored growth plan.

From outlining your financial goals and mapping out your team efficiency to optimising your financial systems and technology, we’ll help you get the essentials in order.

(Monitoring & Insights)

With your foundations in place, we can provide you with comprehensive reports to drive better business decisions. We’ll build projections; we’ll establish growth goals and budgets, and produce actionable insights.

At this stage, you’ll know your cash flow, profit position, and progress vs. your plan. We’ll also create a visual, easy-to-understand picture of your agency financials.

(Advisory & Growth)

With your foundations and reporting set, we can now advise you on what is needed to improve your agency’s performance. This includes profit and cash systems to help you optimise your financials, and support your agency’s growth and valuation goals.

As your business evolves, have an experienced finance partner to provide robust support and guidance. We’ll help you (and your team) navigate around your challenges and ensure you’re on track to achieve your business and lifestyle goals.

The real value that we provide at this stage is a constant drive to move forward. We’ll hold you accountable for agreed-upon actions to increase revenue, efficiency or cost controls. We’ll also guide you and your team to make the right decisions.

A tech savvy firm

We use tech to deliver the best service to your business. A typical modern and efficient agency finance system could look like this:


An outsourced finance team is like having an accounting department and FD on your team (without the hassle and cost of hiring full-time employees). They can help you with everything from bookkeeping, accounting, preparing financial reports and analysing data to advising on issues, guiding investment decisions, and presenting recommendations to steer the business to greater profitability..

We recommend an outsourced finance department for agencies looking for personalised financial support that caters to their unique needs. Outsourcing is perfect for companies that need a committed partner to help them grow and thrive or are looking for specialised expertise within their industry.

CFO for Growth includes a team of financial experts that will partner with ambitious agency owners looking to grow sustainably. We’re not the accountants you see during tax season. We become an integral part of your business and help with every step, from setting goals to monitoring business performance and making strategic financial decisions with the future in mind.

Business finances can be stressful and overwhelming, causing worry over monthly expenses and profitability. When you outsource, that stress goes away, along with the following benefits:

  1. More Free Time – Allowing you to focus on the high-value tasks that will grow the business.
  2. Adaptability – Outsourced services scale with you and adapt to your business’s changing needs.
  3. External expertise – Outsourced finance professionals come to your business with a wealth of experience from various business types and stages.
  4. Cost savings – Outsourcing is more cost effective than hiring an in-house FD or finance department.
  5. Business continuity – No worry about employees leaving with their expertise.
  6. Grow your wealth – identify opportunities to spend in ways that further your business goals.

Hiring in-house is time-consuming and costly. Outsourcing is ideal for service-based and tech-savvy businesses built on digital collaboration, looking for financial management and expertise at a fraction of the cost.

Smaller businesses/agencies often don’t have the capacity to hire a bookkeeper, credit controller, accountant, FD, and the list goes on. However, there is still a need for the expertise provided by these roles. This is where an outsourced team is a perfect solution. Instead of hiring in-house, save money by relying on our fully digital team.

We are committed to helping your agency achieve goals and drive you forward so that you can reach new heights of profitability and success. Through our years of working with various ambitious agency owners, we have created a framework that consistently yields results. We take PR and creative agencies from making a living to building a thriving business. CFO for growth doesn’t just manage finances; we become an invested part of the team and use technology to drive you to success.

Get in touch with us and take the first step toward achieving your agency's full potential.

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Take your agency to the next level

Optimise your financial and accounting processes, achieve financial stability and clarity, and sleep soundly at night.