Contact Fiscally Professional Corporation
Get a custom proposalExit-Ready Finance for Independent Agencies
Holding companies stay profitable because they have entire finance departments helping the business manage project margins, enforce accrual revenue recognition, and de-risk client concentration. Independent agencies usually get stuck with a lone bookkeeper or a generic virtual CFO who does not speak agency economics. You hit a financial ceiling, work longer hours, and continue to make critical decisions off bank balances.
Fiscally gives independent marketing, design, and digital agencies ($2M to $30M revenue) the complete financial strength of a holding company, without the corporate overhead or loss of control. Guided by The Fiscally Way, we build your financial architecture today so you can command a premium valuation tomorrow.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Year founded
Founded 2019
Service Lines
- Accounting
- 25%
- Fractional CFO Services
- 25%
Select Focus Area
- General Accounting Focus
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- Payroll Processing
- 100%
- Funding & Investment Focus
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- Fractional CFO Services
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- Cash Flow & Budgeting Management
- 35%
- Financial Decision-Making
- 35%
- Business Cost Structuring
- 30%
Industries
- Advertising & marketing
- 60%
- Business services
- 40%
Clients
- Small Business (<$10M)
- 90%
- Midmarket ($10M - $1B)
- 10%
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