About Agency Financial Management

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Agency Financial Management is an experienced financial management firm that provides a range of services to help your agency optimize its financial operations and achieve its financial goals.

We are proud to have a team of highly qualified and experienced professionals, including accountants, financial analysts, and financial managers, who have the expertise and knowledge to provide valuable guidance and support. Agency Financial Management will assist with tasks such as budgeting, forecasting, financial planning, and financial reporting, as well as more specialized services such as fractional human resources support, finance executive search, and mergers and acquisitions.

Working with Agency Financial Management will help your agency make informed financial decisions, improve your financial performance, and achieve your long-term objectives.

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”.


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”.


Founder, PR Consulting Firm

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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.