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You look after your clients.

We'll look after you.

SERVICES

We’ll take care of the execution, but full control of your financial plan starts and ends with you. The Finance Agency works with your teams to integrate and improve processes and share final results so you’re always in the know.

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BOOKKEEPING

  • Weekly, Monthly or Quarterly categorization of accounting system

  • Bank & Credit Card Reconciliations

  • Monthly Reporting

  • Tax ready financials

  • Unlimited text and email correspondence

  • Quarterly Calls available

Quickbooks included for new subscribers only​

ACCOUNTING

Have an experienced team of accountants that can manage the day-to-day of your financial operations.

  • Accounts Payable

  • Vendor Payment Processing

  • Billing & Accounts Receivable

  • Project Reconciliation

  • Payroll Processing

  • Employee onboard/offboarding

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CONSULTING

  • Financial review

  • Performance Analysis

  • Budgeting & Forecasting

  • Strategy and Guidance

  • Project Profitability

  • Custom-Built Reports

  • Unlimited email and text correspondence

  • Weekly or Monthly Virtual Call

Why should you outsource?

MORE COST-EFFECTIVE THAN EMPLOYING A FULL-TIME EMPLOYEE

When hiring employees, it's not just salaries you need to consider. There are payroll taxes, health benefits, 401k matching, and the cost of overhead to have them work in your office. When you outsource your finance department, you’ll benefit from the finance skillset you need at a price you can afford.



PAY FOR ONLY WHAT YOU NEED

The Finance Agency offers a scalable solution for financial support. Whether you need part-time help to improve efficiencies and relieve pressure from your staff members or a fully outsourced finance team, we’re here to help. We ensure your finances are being handled efficiently and effectively-- whether that’s a couple of hours a day, a couple of days a week, or even full-time to support your business.



FULLY-TRAINED FINANCIAL EXPERTS

As you may know, there are different roles within finance all requiring a different level of experience and expertise. We offer this variety, so you don’t need to train your staff members on new technologies and techniques.



AN EXTENSION OF YOUR BUSINESS

Although we are separate from your business, we act as an extension of your business. We partner with you to ensure the most efficient and effective processes to aid your teams with getting the information they need.



WORRIED ABOUT SHARING FINANCIAL INFORMATION

We take pride in our integrity and professionalism as finance experts. We understand and respect that we are privy to sensitive information and take our non-disclosure agreements seriously.



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OUR PROCESS

BOOK A DISCOVERY CALL

TAILOR DESIGNED ACCOUNTING PACKAGE

MANAGE YOUR FINANCES

Reach out to us here. Let’s get to know each other and find out how our team can support yours.

We’ll create the perfect custom package for your team that can be adjusted anytime. 

We become an extension of your team and start managing your finances after a brief onboarding process.

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Ready to get started?

CONTACT US
 - CLIENT LOVE - 
Lou and her team are amazing! She genuinely cares about the success of her clients. We had been searching for years for someone to care about our finances as if they were their own and we couldn't be more happy to have found Lou. She is trustworthy, responsible, organized and hardworking. Her ability to map out our financials and set goals with us is impeccable. Our business wouldn't be where it is without Lou and her team. We highly recommend working with The Finance Agency! 

- Aisha & Destinee | Marketing & PR Agency

LET'S CONNECT ON INSTAGRAM: @the_finance_agency