Agile Advisors is a boutique financial services firm that provides specialized accounting and other assistance with finance to small and mid-sized businesses
We are more than just accountants, however. We are experienced business advisors who provide the same level of service as an in-house
team at a fraction of the cost.
Every business is unique – that’s why the Agile Advisors team works with clients to determine the exact resources and services they need, when they need them.
“Sue and her team were instrumental advisors during our capital raise, providing expert guidance throughout. I was always confident in the accuracy of our financials and the projections. 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
“Sue and her team were extremely helpful in helping stand-up the accounting and finance function at ShipBob. Her expertise in growing start-ups was invaluable as the Agile team took ownership of the accounting close and initial financial plan. 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 was a vital part of my team when I joined GiveForward as CEO all the way through the sale of the company. Besides knowing that our finances were in good hands, it was reassuring to know that she was always suggesting ways we could better manage our money and pointing out risks as the business matured. I would recommend Sue to anyone who is looking for a true CFO solution.”
– Josh Chapman, CEO, GiveForward
“Sue was instrumental in supporting our financial due diligence on a complex acquisition that encompassed multiple parties and disparate businesses. She proved to be highly adaptable in meeting our needs and afforded us the immediate expertise required to build the required financial models. Sue is incredibly professional and credible and I would highly recommend Agile Advisors to anyone looking for outsourced financial services.”
– Mark Bogart, President, G Medical Diagnostic Services
“Agile Advisors has been a valued financial advisor and, even more importantly, a valued part of our Finance and Accounting operational processes. Kathleen has done a fantastic job of documenting, educating AND executing our monthly close process – not only making us more efficient, but more accurate and reliable.”
– Steve Whittington, Founder & CEO, LifeWorking Enterprise, LLC.
“Working with Sue and Agile Advisors was an incredible experience from start to finish. Sue worked with us when we were a small company of only 5 people and helped us scale to 100+. She was knowledgeable, professional, easy to work with, and hard working. Even though she was not full time for us she put in the same effort we expect from our full time employees and always had a positive attitude. She and her team are great to work with and I can not recommend them highly enough. If this were a star rating she would get 5+++ stars.”
– Justin Effron, Co-Founder & CEO, ALICE
“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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