About Agile

One boutique financial services firm. One simple mission.

Agile Advisors is committed to providing flexible financial services to small and mid-sized businesses. Our mission is simple: To support your growing, dynamic business with quality accounting services, when and as much as needed.

Founded by CEO Sue Mulligan, Agile Advisors has its roots on a soccer field, of all places. The former CFO of a venture capital firm, Sue had retired to focus on raising her children, but couldn’t completely leave her passion behind. What started as Sue working with and advising other parents later grew into a full-fledged firm. Now, the woman-owned business includes a dynamic team of individuals, many who reentered the workforce after taking time to put family first.

Our expert senior accountants, controllers, CFOs, and tax specialists often bring a completely different -and valuable- mindset to clients. We help define your needs, develop a strategy, and implement it, so you can focus on your company’s growth.

Horizontal Line

Meet Our Clients

Agile Advisors’ clients represent a variety of industries, including technology, Saas, medical technology, investment services,
fulfillment centers, real estate, and hospitality.

The Mom Project
Forager Logistics
Jak Creative Design
GCG Financial
RSA America
G Medical Innovations
5th Column
Yardbird Outside
Horizontal Line