Our Strategic Partners
Outsourcing your financial needs to competent, resourceful advisors like us means we are along for the ride. We don't just look in from the outside. We commit to building your trust and your business.
Adaptable. Adept. Agile.
We dig in with both hands and adapt to your business needs to help you make sound decisions for financial strength and growth.
Our Impact
185+
Clients Served
30+
Average Years of Experience by our CFOs
24+
Average Months of Client Partnership
70%
of Our Clients Have Raised Capital in the Past 2 Years
Our Experience
Our client list spans every sector.
We’ve partnered with Agile Advisors across our last two companies and couldn’t be more impressed.
Agile has managed everything from accounting and payroll to financial forecasting, taxes, accounts receivable, and benefits administration. Their support has been instrumental in helping us grow without having to worry about the financial back end. Highly recommend to anyone looking to scale a business without the financial headaches.
Alex Shashou, CoFounder, 10Beauty (2016)
Agile Advisors played a key role in our successful acquisition of three separate entities to form a new company. They established our accounting processes from scratch and provided invaluable guidance on acquisition financing and managing operational cash flow. I highly recommend their expertise.
Mark Shorr, CEO, ProForce Pest Control
The pre-Agile era of Kodex was vastly different from the post-Agile era. Founding a company requires learning and wearing a lot of hats. Sometimes I would forget to invoice new customers because I was onto getting the next one, and the Agile team has completely taken all aspects of bookkeeping off my plate. Laura, Lyle, Kim, and the rest of Sue's team have combined to resemble what I'd imagine a founding CFO to be like; they have plugged into Kodex, and operated with the same care/diligence as if it were a company they had founded themselves. I sleep easy (easier at least lol) knowing I have full faith and confidence in the books at Kodex.
Matt Donahue, Founder and CEO, Kodex
Agile Advisors has been an amazing partner to two companies I have had the opportunity to engage with. Sue and her talented team have brought expertise from fundraising to ERP selection and implementation and have been a foundation of strength for my companies. They are scaleable, adaptable, and dimensional in all the ways a company needs financial support and expertise.
Chad Freese, Chief Executive Officer, XCarbon Technologies
The Agile team was efficient, diligent and great communicators. I highly recommend Agile Advisors to any new or growing start-up that is looking for a top tier reporting team to support the company’s growth.
David Pickel, CFO, ShipBob
Sue and her team were instrumental advisors during our capital raise, providing expert guidance throughout. They quickly developed an understanding of our business and identified areas of cost savings. I would highly recommend them to anyone looking for outsourced financial services.
Mathew Elenjickal, CEO & Founder, FourKites
I highly recommend Agile Advisors! They came in and quickly assessed our needs and provided the meaningful resources when we needed it the most. The talent provided was first class and they are part of our team now.
Lisa Fiore, Founder & CEO, Landscape Hub
Agile Advisors connected us to a strong CFO and senior accountant in less than a week – a quarter of the time we expected to spend searching. We found the perfect match in our first round, engaged them days later, and couldn’t be happier.
Alexander Hambrock, CTO, Hidrate
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Our Values
We honor integrity.
With integrity at the heart of our business, we earn our clients' trust, value our reputation, and foster a work environment where people feel proud to be part of something reliable.
We lead with kindness.
Empathy, respect, and genuine care are at the core of our work. We've created a business where people feel valued and motivated within both our office culture and our client relationships.
We are family oriented.
We believe in balance and choosing family first.
Prioritizing family doesn’t weaken business–it strengthens it. When our people thrive, our business does too.
We believe in impact over output.
We go beyond just meeting our clients' expectations—we create real value that makes a difference. When we focus on impact rather than just output, our work becomes a reflection of our dedication, unwavering integrity and genuine investment in our clients' success.
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