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.
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.
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!
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.
Assist with software integrations
Budget vs actual reporting
Cash flow analysis
Cost savings analysis and management
Due diligence in capital raise or acquisition process
Go-To market strategies
Identify risks and opportunities
Investor and debt reporting requirements
Long-term strategic plans
Manage insurance requirements
Manage payroll Market research
Review of debt covenants
ROI analysis on fixed assets
Sales tax analysis
Tax analysis and advisory
VC-approved financial projections
Venture Capital pitch deck design
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