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Financial District

Agile Financial Solutions for Scalable Companies

Agility Financial Partners is a full-service finance and accounting consulting firm that high-growth companies trust to provide nimble solutions and peace of mind.

Expand your capabilities with a full suite of outsourced financial solutions.

Financial Accounting

Core Services: 

  • Accounting and financial reporting

  • Audit preparedness

  • Controllership

  • Financial planning and support

  • Operational accounting support

Financial Controller

Core Services: 

  • Evaluation and optimization of financial processes and controls

  • Oversight of operational accounting

  • ERP evaluations, selection, and implementation support

  • Tax and audit prep/key liaison

  • Financial reporting prep

Operational Accounting

Core Services: 

  • Financial systems setup and administration

  • Process re-engineering, optimization, and simplification

  • Vendor system selection and implementation

CFO
Advisory

Core Services: 

  • Boardroom packages

  • Cap table management

  • Fractional CFO

  • Investor presentation support

  • Strategic analysis 

Transaction Support

Core Services: 

  • Due diligence support

  • Pre-IPO planning and S-1 preparation support

  • Quality of Earnings (QoE) support

  • Regulatory filing support

Business Meeting at Small Table

We're good with numbers because we don't treat our clients like one.

We are your full-service outsourced finance and accounting partner, committed to helping you achieve your goals during your high-growth and transactional phases. Our high-touch team provides a diverse set of solutions, including fractional and interim CFO and financial controller services, IPO/M&A readiness, and operational accounting and reporting.

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We are also experienced entrepreneurs and founders with decades of financial and accounting experience who love to serve as critical business partners in our clients’ business journeys. Our team approach can help you achieve financial success because we take our clients’ business just as seriously as they do.

Outsourced Oversight 
Team Approach
Strategic Scalable Solutions
Real-Time Collaboration

Our Results

100+

Clients

We maintain lasting relationships with our clients

10+

Years in business 

A decade of financial wisdom at your service

10+

Industries served

Great accounting expertized across diverse industries

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Industry Agnostic Services

Great accounting matters regardless of what industry you’re in. Our team of talented and experienced accounting and finance professionals works with diverse clients across industries.

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Running a consumer goods and retail business is demanding, so we ensure our clients stay agile amid changing markets. We help businesses run more efficient operations by supporting their eCommerce accounting, product profitability analyses, supply chain forecasting, and cash flow management.

Consumer Products and eCommerce

Accounting documents

Fintech and Accounting

Even fintech founders and CPAs need high-touch financial support. At Agility, we offer fintech and accounting companies exceptional financial controller services so that while they support their clients’ finances, we can support theirs.

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Manufacturing and Logistics

The supply chain landscape is constantly changing, so our manufacturing and logistics partners trust us to be the stability they need, especially when there are bottlenecks. Our experts mitigate risks, select the right vendors, assist with product costing analysis, and prepare annual financial audits.

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Professional Services

We understand the unique financial needs of professional services providers because we are service providers, too. Whether you’re in sales, IT, marketing, law, supply chain management, or another profession, our team will take care of your finances so you can focus on what you do best.

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SAAS

Every SAAS solution has its own host of financial needs, from fundraising to IPO. Our team supports SAAS clients through every stage of growth with our fractional CFO or full financial controller services.

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Non-for-profit

Non-profit organizations have unique financial challenges and regulations to follow, from public reporting to grants and donations. Our team seamlessly integrates with these organizations with transparent bookkeeping.

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Cannabis-related 

Navigating cannabis business finances is complex due to a mix of limited access to traditional banking services, restrictive tax codes, and ongoing regulatory changes. Our team has a unique understanding of the regulatory environments to support cannabis-related companies.

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Entertainment 

With our headquarters in Los Angeles, our team has worked with many clients in the entertainment industry, managing finances from the start to finish of productions, from fundraising to forecasting and distribution.

Insider Insights

What Clients Say

“Having worked with Cindy on a recent divestiture, I found her to be collaborative, highly intelligent and solution-oriented. On our particular project, I worked closely with Cindy from day 1 through the close of the deal, and despite her lack of tenure with the business, she was able to very effectively lead the divestiture process and help identify viable strategic alternatives throughout, which ultimately led to a very successful outcome.”
 

– Matt Kolman, Director, M&A Transaction Services, Deloitte & Touche

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