Built for agencies. Not adapted for them.

Most fractional CFO firms are generalists who will take any client and learn your business on your dime. We do the opposite. We serve agencies and the companies around them exclusively, which means we arrive already fluent in WIP, utilization, pass-through revenue, retainer economics, and the way creative businesses actually make money.

Every one of these businesses sells time, judgment, and creative work — and every one of them gets the same three things wrong on the way up. Revenue that mixes fees with pass-through, so the top line flatters and the margin lies. Work in progress that nobody tracks, so earned fees quietly become written-off fees. And project-level profitability that no one can name, so pricing drifts for years before anyone notices.

The differences sit on top of that shared foundation. A production company runs multi-entity project accounting with costs landing months before revenue. A PR firm lives on retainers that silently expand past what they were priced for. A digital shop resells media that must never touch the revenue line. A branding studio bills in phases that rarely match how the work actually gets delivered. Those distinctions are why generalist firms take a quarter to become useful, and why we don't.

Whichever of these you run, the engagement is built from the same roles: a fractional CFO for the decisions, a fractional controller for the close and the reporting integrity underneath it, FP&A for the forward view, plus bookkeeping, payroll, HR, and recruiting as needed. Most engagements begin with the controller seat — it is the cheapest way to make everything above it trustworthy.

We work with agencies across Los Angeles, Orange County, and San Diego, and remotely with agencies across North America.