After working with over 50 business owners as their Fractional CFO, I noticed how some consistently broke through their growth ceilings, while others remained stuck. 

The difference? The ability to understand and ACT on the numbers.

The biggest shocker here is that most businesses still rely on a basic P&L and some messy sheets to track their performance and plan ahead. We're putting a stop to that. With our best-in-class financial models and forecasts, we don't just put our clients back in control, we provid the direct actions to take to run your business without the constant guesswork

Joey Wit

I spent 48 hours at Eddie Maalouf's Agency Founders event.

The value from this will undoubtedly make our clients 7+ figures this year.

Day 1 summary from an Agency CFO POV:

1. Exponential Business Models

Agencies are a pain to scale the traditional way.
(trying to get to 100+ clients at $3K/mo).

What really stood out was how each speaker had their own angle that gave them way higher lead flow, prices or scalability.

None were just selling "email marketing for ecom brands" in isolation.

Examples:
• Jad Al Fakhani was fascinating as he pretty much captured the entire ecom ecosystem in his country. Drivings leads for his agency through his ecom course, and then turning the agency clients into deal flow for his investment company. All combined = 10x better than any in isolation.

• Jem Bourouh had my favourite business model. Instead of building all sorts of funnels, he leverages existing clients (and Ws he gets them) to get more large clients. Turning each client into more clients.

• Manick Bhan was further ahead in the AI Agent wave than any other agency I've seen. Their execution speed and ability to ride this wave are a flywheel in itself.

Takeaway: you must think bigger than your actual service. Find what unfair advantage you have and build that into your model.

2. Headaches per Dollar

I liked this one from Dee Deng 🥊 a lot.

I've always found that as the founder your Hourly Rate is more important than your Profit Margin.

But I like Headaches per Dollar even more. Three ways to focus on this:

1. Data over Opinions: don't waste hours on opinionated discussions. Get the data to back it up or move on.
2. Log Your Decisions: every time you make a big decision/pivot, write it + the reasons for it down. Every couple weeks, review this to see how it turned out. Learn from your W's and L's.
3. From Mina Elias: get a "life manager". This was like Buy Back Your Time on crack. Paying someone $5K+/mo to remove all friction = high ROI.
Got so much more in my notes on this. Will likely make a much longer post on this in the future.

3. Incremental Improvements over Big Pivots

This idea came from Alisha Conlin-Hurd 🧬 her talk on Funnels/Pages.

So much of this was on testing and iteration... creatives styles, hooks, offers etc.

I've seen so many agencies (including myself) jump from offer to offer, or change marketing strategies every couple of weeks.

But nothing will work if you don't test enough.

This was hands down the best event I've been to in the agency space.

I'll share my notes from Day 2 later this week.

And ofcourse follow all people mentioned here. All super high value.

Joey de Wit

Founder of AgenCFO - ROI-obsessed CFO services for agencies and eCom | 50+ clients served | Building own portfolio along the way | Ironman prep 7’26

Three years ago I left banking to start AgenCFO.

Been a wild ride since.

• Worked with over 50 clients (manage $55M+ in revenue now)
• Lived in 10+ countries and settled in Dubai
• Completed 2 Marathons, training for Iron Man

Tested, failed and succeeded with many different offers and strategies over the last couple of years.

But now it finally feels like we truly figured our shit out.

The path is extremely clear:

Scale AgenCFO to 50 active clients → Move into acquisitions (for ourselves & clients) → Grow with the upside we create

I don't want a high-volume "reporting" business. I want a business where we make our clients so much money and add so much value that they can't live without us.

We know how to get there. I just need two more finance pros to make this happen.

If you're either a solo CFO and want to be part of a team again (and never have to do sales again).

Or if you're stuck in a boring finance job and want to actually make an impact and have freedom.

Then send me a DM. I want to speak with you.

Your finance degree got you:

• A mediocre salary & 5% raise per year
• Two weeks' vacation
• Creating budgets no one uses

It could get you:
• Location freedom
• Clients who actually listen
• A cut of the growth you create

Different path. Way better life.

Rarely have I seen an agency "grow into profitability".

If you are at 10% net profit, don't expect to magically get to 25%+ at scale.

It's a sign your pricing, comp, delivery or model is off.

You must know exactly what it is, or you'll stay stuck at 10%.

No alternative text description for this image

Sagar is a Senior Credit Risk professional and has over 12 years of professional experience in corporate and investment banking. He has worked with international banks across multiple locations in their corporate and investment banking divisions. 

Specialties: Credit Analysis, Financial Modelling, M&A, Deal Structuring, Relationship Management, Due Diligence, Credit Ratings, Industry Research, Bloomberg, European Regulatory Knowledge

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