What We Do

Our Core Services Account for the Future

At Agility Financial Partners, we provide flexible, high-impact financial services designed to support companies at every stage of the business lifecycle—from early-stage startups to high-growth enterprises and businesses preparing for M&A or capital events.

Our experienced team of CFOs, controllers, and accounting consultants delivers tailored solutions that scale with your needs and help you make confident, data-informed decisions.

Our Core Services Include:

  • Fractional CFO Services
    Strategic financial leadership, board reporting, forecasting, budgeting, fundraising support, and investor readiness.

  • Operational Accounting Support
    Full-cycle accounting services including accounts receivable (AR), accounts payable (AP), payroll processing, bank reconciliations, and monthly close.

  • Financial Reporting & Audit Readiness
    Preparation of GAAP-compliant financials, audit support, and financial package preparation for investors or lenders.

  • Technical Accounting & GAAP Compliance
    Technical research, accounting memos, revenue recognition, and support with complex accounting issues.

  • Multi-Entity & Joint Venture Accounting
    Consolidation, intercompany reconciliations, and financial oversight for businesses with complex ownership structures.

  • Financial Systems Setup & Integration
    System evaluations, vendor selection, implementation, and optimization of accounting and ERP platforms.

  • M&A and Transaction Support
    Diligence-ready financials, integration support, and financial modeling for exits, acquisitions, or capital raises.


Let’s build a finance function that scales with you.

Whether you need interim leadership, back-office support, or a strategic partner for long-term growth, Agility is ready to step in with the right team at the right time. Read more about each of our services by clicking below.

Core Services

Other Services

  • HR/Payroll/Benefits setup and administration
  • Insurance setup and administration

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