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About Agency Ascent

At Agency Ascent, we specialize in providing Fractional CFO services tailored for marketing, PR, and creative agencies. Most agencies have a money person—a bookkeeper or accountant, either on staff or outsourced—who gets the blocking and tackling of invoicing, payments, and monthly reporting done, which is essential. However, what's often missing is a strategic financial partner: someone who knows the agency business and can help create clarity in the numbers to make better decisions, reduce risk, and strengthen systems to drive growth and profitability. Without that, it's easy to feel like you're flying blind—especially in the bigger decisions. That's where we can help. What We Offer: • Strategic Financial Planning: Aligning your financial strategy with your agency’s vision to drive sustainable growth. • Profitability & Cash Flow Management: Implementing systems to manage cash flow effectively and enhance profitability. • Budgeting & Forecasting: Developing budgets and forecasts that provide clarity and guide decision-making. • KPI Reporting & Decision Support: Establishing key performance indicators to monitor agency health and inform strategic choices. • Systems Alignment: Ensuring your financial systems support scalability and operational efficiency. • M&A/Integration Support: Preparing your agency for potential acquisitions-- buying a firm or selling your firm--including pre-close due diligence and post-close integration planning and execution. Our Fractional CFO model offers the flexibility and expertise of a seasoned CFO without the full-time commitment, providing you with the financial clarity and confidence to lead your agency forward. For more information, visit our website: www.myagencyascent.com

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