Agile Services

Our Services

 Agile Advisors, LLC is a boutique firm serving small to mid-size companies providing various levels of accounting support. Our firm has fully trained senior accountants, controllers and CFO’s, along with tax specialists. Many of our consultants are CPA’s with experience in public accounting, along with industry-specific expertise. Our clients represent a variety of industries, including technology, SaaS, hospitality, medical technology, investment services, fulfillment centers, and real estate. Call Sue Mulligan, CPA at 847-293-2745 to set up a Complimentary Business Consultation. 

What Differentiates Us

 We are much more than an outsourced accounting firm, providing monthly financials. Agile Advisors, LLC can provide you the same high level of service as an in-house CFO would provide. This includes creating projections, cash flow analysis, budget vs actual reporting, cost savings analysis, manage payroll and insurance requirements, review of debt covenants, investor and debt reporting requirements, assist with software integrations, ROI analysis on fixed assets, acquisition analysis, and more. Our CFOs have extensive experience in the venture capital space and know what a pitch deck requires. We’re experienced in building VC-approved financial projections and have completed the due diligence process many times in the course of the capital raise or acquisition process. 

Why You Should Hire Us

 At Agile Advisors, LLC, we value people and the relationships we develop with our clients. We’re in it for the long-haul and are rooting for your company’s success. Our consultants are former senior team members at companies you’d recognize – you can expect quick results from our smart, grounded accountants, controllers, and CFOs. Our company is based in Chicago, with consultants in Chicago, New York, Austin, Washington, DC, and Charleston. Our consultants typically work remote, so we are able to accommodate clients across the country and don’t require the use of your on-site office space. We bill on an hourly basis with no hourly month-to-month commitment. In addition, we recognize that your needs can be hard to predict, so our services are flexible and cancellable at any time. Consultants at Agile Advisors, LLC are available to your company on an ongoing basis or on a project basis. We are easily adaptable and able to fill in during your critical periods, when extra accounting support is needed. 

Call Sue Mulligan, CPA at 847-293-2745 to get started! 

Services We Offer

 Choose the services you need, when you need them. Our on-demand financial consultants support your organization as needed. We match you with consultants who have the right expertise to help your business to operate more effectively and efficiently. Agile Advisors, LLC partners with you - we help you to understand your business better, providing accurate financial data and advice, so you can make better decisions, faster. 


Accounting

Acquisition analysis

Assist with software integrations 

Banking management 

Bookkeeping 

Budget vs actual reporting 

Budgeting 

Business consulting 

Capital raise 

Cash flow analysis 

Collections 

Cost savings analysis and management 

Creating projections 

Due diligence in capital raise or acquisition process 

Expense classification 

Financial models 

Financial statements 

Forecasting 

Go-To market strategies 

Growth predictions 

Identify risks and opportunities 

Investor and debt reporting requirements 

Invoicing 

Long-term strategic plans 

Manage insurance requirements 

Manage payroll Market research 

Outsourced accounting 

Payroll reports 

Process optimization 

Reconciliation 

Review of debt covenants 

ROI analysis on fixed assets 

Sales tax analysis 

Strategic planning 

Tax analysis and advisory 

Tax preparation 

Tax resolution 

VC-approved financial projections 

Venture Capital pitch deck design 

Contact Us

Agile Advisors

(847) 293-2745