CFO Services for Independent Agencies
A fractional CFO from AgencyFocus can help your agency not only grow but scale. Using your data and financial information, we can unlock insights about your agency's performance and track your progress towards your goals. The experience of our team in working with independent insurance agencies has provided us with valuable insights into the factors that impact their success.
What can a fractional CFO help me with?
• Chart of Accounts
• Process and Controls
• Reconciliations and Cleanup
• Allocation of Resources
• Goal Setting
• Projection - Translate Goals Into a Plan
• Define Key Metrics and Tracking Mechanisms
• Financial Statement Review
• Acquisition Evaluation & Integration
• Pathway to Ownership
• Perpetuation Planning
• Compensation Plans
• Staff Analysis
• Trend Analysis
"Carey is an amazing individual who has helped guide our focus, culture and growth by utilizing an innovative combination of finance, team and leadership perspectives. She is such an important part of our team!"
"Carey Wallace is the authority in the industry for CFO services. Agency owners not using Carey are doing themselves and their company a disservice."
Is your agency on track to meet its goals?
A fractional CFO from AgencyFocus can help you make realistic goals, outline the steps to achieve them, and track your progress towards achieving them.
Carey Wallace, the founder of AgencyFocus, an independent insurance agency consulting organization. She has worked in the insurance industry for the last 15 years and with entrepreneurial small businesses for her entire career. During that time, she developed business consulting services to ensure that agencies have the information and support they need to plan for future of their agency. Carey has worked with hundreds of agencies to help them understand their agency’s value, set and achieve strategic goals, implement growth plans, and build agencies that are well-positioned for the future. Her education is from West Virginia University with a BS in Finance & Business Administration and she is a Certified Exit Planning Advisor (CEPA).
Colby Allen is a consultant with AgencyFocus who has over 10 years of industry experience in finance, operations, and analytics working with agencies and carriers. During that time he worked to build and refine agency finance and operational reporting processes as well as assist in acquisitions to plan and support revenue reconciliations and book of business rolls for acquired agencies. He has also worked with a regional and national agency building an analytics platform to provide insights into producer performance which was used to enhance new business sales, revenue retention, and monitoring of new producers in the validation process. He attended the University of Louisiana at Lafayette where he earned a B.S. in Insurance & Risk Management with a Minor in Finance, an M.B.A. in Finance Operations, as well as industry certifications including the AIDA, ARM, and CXAP.