Solutions // Fractional CFO

Ongoing Financial Planning Support

Expert financial management tailored to align your agency’s operations with strategic growth goals.

Illustration of business professionals analyzing charts and graphs, symbolizing data-driven decision making.
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Finance
  • Chart of Accounts
  • Process & Controls
  • Reconciliations & Cleanup
  • Allocation of Resources
Planning
  • Goal Setting
  • Project Goals to Plan
  • Define Metrics & Tracking
  • Financial Statement Review
Growth
  • Acquisition Evaluation
  • Pathway to Ownership
  • Perpetuation Planning
  • Compensation Plans
Projects
  • Budgeting
  • Forecasting
  • Benchmarking
  • Staff Analysis
  • Trend Analysis

Transform financial insights into actionable strategies, ensuring your agency is always in the best possible financial position.

"This team possesses a deep understanding of the intricacies of the industry and provided me with accurate, insightful assessments of my business.".

Cy Young - CFO

Cy Young
Haven Insurance Partners

"Bringing on Agency Focus as our fractional CFO and a resource when doing agency acquisitions has been the best decision we have made! Carey adds so much clarity to my operation and it allows me to be a business owner without worry!"

Bradley Flowers - CFO

Bradley Flowers
Portal Insurance

"The Gold Standard in the Independent Agency Community in assisting agencies with valuations, buy/sale agreements and assisting with financials".

Scott Howell - CFO

Scott Howell
iPROTECT Insurance & Financial Services, Inc.