Fiscally Professional Corporation

Build a more profitable agency. Create a business a buyer would pay more for.

Fiscally provides fractional finance teams for marketing, creative and project-based professional services firms generating 2M–30M in annual net revenue.

Unlike traditional bookkeeping firms or solo fractional CFOs, we combine three levels of expertise in one integrated team: a Fractional CFO, Finance Manager and Client Accountant. We can manage your entire finance function or strengthen your existing team.

We help agency owners:

• Understand true profitability with accurate client and project-level financial reporting.
• Improve margins through better pricing, staffing and capacity decisions.
• Forecast cash flow and plan growth with confidence.
• Make smarter decisions using timely financial reporting and meaningful KPIs.
• Build a stronger, more valuable business that's less dependent on its owner.
• Prepare for a future sale, acquisition or ownership transition.

A finance team built around agency economics.

Our team understands Agency Gross Income (AGI), project profitability, utilization, staff cost ratios, realization and client concentration. We know that gross billings alone don't tell an agency owner whether their business is actually making money.

Our services include:

• Complete outsourced Accounting Department
• Fractional CFO and strategic financial leadership
• Financial management and controllership
• Monthly reporting, budgeting and rolling forecasts
• Client and project profitability analysis
• Cash flow management and financial systems
• Exit readiness and financial due diligence preparation

Founded in 2019, Fiscally combines senior financial leadership, dedicated delivery professionals and agency-specific financial systems to give independent firms the financial infrastructure of a much larger organization.

Build the firm a buyer will pay for. Start years before you sell.