Strategic CFO Services That Drive Growth & Profitability
Transform your agency's financial operations with expert fractional CFO services tailored for 7-figure businesses.
Proven Financial Results For Agency Owners
Our clients consistently achieve remarkable financial improvements through our strategic CFO services.
Are These Financial Challenges Holding Your Agency Back?
Many agency owners struggle with these common financial pain points that limit growth and create unnecessary stress.
Cash Flow Uncertainty
You're never quite sure if you'll have enough cash to cover expenses, payroll, and growth investments - leading to constant financial anxiety.
Unclear Profitability
You can't confidently determine which clients, services, or team members are actually contributing to your bottom line.
Time-Consuming Financial Management
You're spending 10+ hours weekly on financial tasks instead of focusing on client work and strategic growth.
Lack of Strategic Financial Guidance
You make critical business decisions without solid financial data or expert financial perspective.
Tax Planning Headaches
You're missing opportunities for tax savings and face unexpected tax bills that impact your cash reserves.
Growth Plateaus
Your agency has hit a revenue ceiling but you lack the financial strategy to break through to the next level.
Our Comprehensive CFO Services
We provide a complete suite of financial strategy and management services tailored to growing agencies.
Strategic Financial Planning
Develop clear financial roadmaps and KPIs aligned with your business goals, ensuring your agency has the right financial foundation for sustainable growth.
Cash Flow Optimization
Implement robust cash flow forecasting and management systems that eliminate cash crunches and build predictable financial operations.
Profitability Analysis
Identify your most and least profitable clients, services, and team structures to optimize your business model for maximum returns.
Financial Reporting & Analysis
Receive clear, actionable financial reports and dashboards that translate complex numbers into strategic insights you can actually use.
Tax Strategy & Planning
Develop proactive tax strategies that minimize liabilities while ensuring full compliance, putting more profit back into growing your business.
Business Growth Advisory
Get expert guidance on pricing strategies, capacity planning, hiring decisions, and other financial aspects of scaling your agency successfully.
Our CFO Implementation Process
We follow a methodical approach to transform your agency's financial operations and strategy.
Financial Discovery
We conduct a comprehensive analysis of your current financial situation, identifying strengths, weaknesses, and immediate opportunities for improvement.
Strategic Planning
Together, we develop a customized financial strategy tailored to your specific business goals, timeline, and growth objectives.
Systems Implementation
We establish robust financial tracking, reporting, and management systems that provide real-time visibility into your agency's performance.
Ongoing Optimization
Through regular reviews and strategic sessions, we continuously refine your financial strategy to adapt to changing business conditions and goals.
Growth Acceleration
As your financial foundation strengthens, we focus on identifying and executing strategic opportunities to increase profitability and scale your agency.
Fractional CFO Service Tiers
Clear, powerful financial leadership tailored to your agency's size and needs.
Foundational CFO
For agencies $5M-$7M
Monthly Deliverables
Executive Dashboard:
Custom financial dashboard with 10 key metrics
Monthly Financial Package:
P&L, Balance Sheet, Cash Flow with analysis
Cash Flow Report:
Rolling 90-day projection with recommendations
Leadership Meeting:
90-minute executive leadership review
Quarterly Deliverables
All Foundational CFO quarterly deliverables
Profitability Analysis:
Service line and client review
Strategic Planning Session:
2-hour financial strategy workshop
Annual Deliverables
Annual Budget Development:
Comprehensive budget with growth targets
Financial Goals Workshop:
Half-day session setting annual targets
Strategic CFO
For agencies $7M-$10M
Monthly Deliverables
All Foundational CFO monthly deliverables
Extended Dashboard:
15 key metrics with trend analysis
Bi-Weekly Financial Updates:
Executive summary with action items
Scenario Modeling:
Monthly "what if" analysis for key decisions
Quarterly Deliverables
All Foundational CFO quarterly deliverables
Advanced Financial Forecast:
Rolling 12-month projections
Capital Allocation Review:
Investment prioritization and ROI analysis
Annual Deliverables
All Foundational CFO annual deliverables
Growth Financing Strategy:
Capital structure and funding options
Executive CFO
For agencies $10M+
Monthly Deliverables
All Strategic CFO monthly deliverables
Weekly Financial Briefing:
Executive status update
Comprehensive Performance Package:
20+ metrics with competitive analysis
M&A Opportunity Screening:
Financial assessment of acquisition targets
Quarterly Deliverables
All Strategic CFO quarterly deliverables
Long-Term Financial Modeling:
Rolling 3-year projections
Executive Strategic Session:
Half-day workshop with leadership
Annual Deliverables
All Strategic CFO annual deliverables
Exit Strategy Planning:
Business valuation and exit options
Custom Financial Projects:
40 hours of specialized consulting
Calculate Your Financial Transformation
See the potential impact of our CFO services on your agency's performance and profitability.
Financial Transformation Calculator
Discover how SCOPE's Fractional CFO services can transform your agency's financial performance.
Your Agency Metrics
Your Potential Results
Profit Margin Improvement
+4.5%
New profit margin: 16.5%
Annual Profit Increase
$135,000
Monthly Time Saved
17 hours
(85% reduction)
Net Annual Impact (After Service Cost)
$51,000
Ready to transform your agency's financial future?
Schedule Your Free AssessmentWhat Our Clients Say
Hear from agency owners who have transformed their businesses with our CFO services.
Frequently Asked Questions
Get answers to the most common questions about our CFO services.
While bookkeepers and accountants focus on recording transactions and financial reporting, a fractional CFO provides strategic financial leadership and forward-looking guidance. Our CFO services include financial strategy development, profitability analysis, cash flow optimization, and growth planning – all functions that traditional accounting roles don't typically cover. We work alongside your existing accounting team to transform financial data into strategic business decisions.
Our CFO services are specifically designed for agencies generating between $500K and $15M in annual revenue. Agencies in this range typically have the financial complexity that benefits from strategic CFO guidance but may not require (or be able to afford) a full-time CFO. We offer tiered service options based on your agency's size and needs, with our Foundational CFO services starting for agencies around $5M in revenue.
Most clients experience tangible results within the first 90 days. Initial improvements typically include enhanced financial visibility, streamlined reporting systems, and identification of immediate profit improvement opportunities. Significant profit margin improvements usually manifest within 3-6 months as we implement strategic changes to your business model, pricing, and operations. Time savings from improved financial systems are often noticed within the first month.
Our CFO services are highly hands-on and collaborative. Unlike consultants who simply make recommendations, we work directly with you to implement financial strategies and systems. Depending on your service tier, you'll have regular strategy sessions, monthly financial reviews, and ongoing support via email and calls. We become an integrated part of your leadership team, taking ownership of financial outcomes while empowering you with the insights to make informed business decisions.
We can work with most common financial software systems including QuickBooks Online, Xero, FreshBooks, and others. If your current systems aren't optimal, we can help you transition to more suitable solutions. Beyond accounting software, we also implement specialized tools for cash flow forecasting, profitability analysis, and financial dashboards that integrate with your existing systems.
Yes, tax strategy is a core component of our CFO services. We work with your tax professionals to ensure your financial structure minimizes tax liabilities while maintaining full compliance. This includes entity structure optimization, expense categorization strategies, retirement planning, and proactive tax planning throughout the year – not just at tax time. For clients without existing tax professionals, we can connect you with trusted partners in our network.
Transform Your Agency's Financial Future
Schedule your free consultation today to discover how our CFO services can help you increase profits, optimize cash flow, and build a stronger financial foundation for growth.
Book Your Free CFO Assessment