Organize And Reach Your Agencies Financial Goals With Agency Financial Management
Start NowProviding valuable expertise, managing your agency’s finances, and much more.
Are your agency finances a mess? When you partner with Agency Financial Management, our team will provide your agency with the tools and support needed to effectively manage and grow your finances, leading to long-term success.

Are your agency finances a mess?
When you partner with Agency Financial Management, our team will provide your agency with the tools and support needed to effectively manage and grow your finances, leading to long-term success

Are your profits being eaten by unforeseen overhead?
Managing overhead and balancing your margins is difficult, the larger your agency becomes the more important it is that you partner with a financial manager.

Are you spending too many hours on your finances?
Managing finances at a growing scale requires a team, but hiring a full-time CFO is not an option for most agencies. Partnering with AFM will offer you the same productivity of a CFO at a fraction of the cost.
Why choose Agency Financial Management?
Agency Financial Management offers pricing on a fixed budget system for taxes, bookkeeping, CFO services, System Integration, Workflow Automation, Mergers, acquisitions, Executive searches, and more! We work with expanding agencies of all sizes.

Committed team and top-notch support
We provide responsive service around the clock. Your dedicated finance expert is familiar with your business and financials, while also boasting expertise in your industry.

Reports tailored to your agency’s needs
Your monthly statements will include custom KPIs for your specific industry, professional budgeting, forecasting, and Strategic financial planning.

Experts in agency growth
Offering both accrual-based accounting and advanced financial CFO support, we strive to be an extension of your business and a partner in helping you achieve the most growth possible.
Have Financial Experts Help Solve Your Toughest Problems
Learn MoreOur Clients
We have served all types of agencies!







What Our Clients Are Saying
“AFM truly embodies a client-first mentality. Their ability to produce accurate monthly financial statements in a timely manner has been such a valuable tool for us while growing our business and raising capital”.
“AFM helped automate our entire AP/AR process by utilizing the latest technology. Their ability to customize workflows that work for smaller companies has made the world of the difference with our finances”.