The CFO Agency

The CFO Agency offers virtual CFO services including done for you accounting and payroll, business analysis and strategic planning, and wealth development services. Our clients typically have been in business for a few years, have a solid income, and are feeling a bit stuck where they’re at. They’re looking to grow, but feel like there’s not enough cash flow to get them where they want to go. Whether it’s setting up your accounting and training your team, or helping you to connect with your numbers so you can make decisions with and plan for growth and wealth development with them, we would be happy to talk with you and see if we are a good fit. The CFO Agency also offers educational training through The Mastery Of Money Institute. Money touches every area of our life and learning to manage it so it works for you instead of you working for it is at the heart of everything we teach. Financial Leadership involves not just financial literacy but also a healthy relationship with money. If you want to find out where you are on the spectrum feel free to take this quick assessment and learn where you are doing great and where to focus next. Awareness is the first key to new results-