Expert financial management tailored to align your agency’s operations with strategic growth goals.
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 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 Portal Insurance
"The Gold Standard in the Independent Agency Community in assisting agencies with valuations, buy/sale agreements and assisting with financials".
Scott Howell iPROTECT Insurance & Financial Services, Inc.
