Testimonials

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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”.

Frank

CEO, Tech Company

“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”.

Stacy

Founder, PR Consulting Firm

“AFM brings a deep understanding of what’s important to agency/marketing
services financial management and more importantly the ability to help
founder/owners use the information to make better decisions..  Their experience
and straight talk approach make them an invaluable resource for agency’s who
know their financial management needs to go beyond the P&L and Balance
Sheets.”

David Sheehan

Managing Partner, Athru Partners

“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”.

Patty Klingbiel

President & Principal, The Connell Group

“John and the team at AFM have been truly instrumental in helping us focus on the key growth metrics that are essential for the success of our business. With their help, our management team now has a much clearer and more comprehensive understanding of our cash flow, labor efficiency, and overall performance as an agency”.

Josh Meyer

CEO, Fintech Digital

“Doing your own books can eat up a huge amount of time, keep you up at night and cause a ton of stress. As the Managing Partner of a top lobbying firm, my lack of time snowballed to make our books a real mess. And, as time progressed, they were getting worse by the day. The last thing I had time for was to spend days (and possibly weeks) developing a better bookkeeping system and maintain it. I simply did NOT have the time.

From my initial consultation, Agency Financial Management was very personable and immediately put me at ease. They listened to our needs and developed a plan to get our books. AFM took great care to minimize the time I needed to invest getting our books squared away, which they continue to do.

I love the fact that AFM maintains our bookkeeping, accounting, and billing, so that I can focus on building my business and serving our clients. I needed someone that could work seamlessly with our CPA. I am happy to say that AFM has more than satisfied my most optimistic expectations and has become a greatly trusted partner.

I highly recommend Agency Financial Management to any entrepreneur or established business owner who wants to INVEST their precious time building their business and not wrapped around the axle with day-to-day bookkeeping”.

Jon Bombardieri

Managing Partner, CLB Partners