Why work with Agile?

From evaluating financial risk to managing cash flow, our suite of services takes financial pressure off your plate so you focus on what you do best: growing your business.

Schedule a consultation with us!

Let us help improve your decision making and your bottom line.


What Our Clients Are Saying

I’ve watched Karen and her team help clients make sense of their financials in a way that provides real information, on which they can make decisions, for the first time in years. Her firm also incorporates a basic bookkeeping service of which many small businesses have a need for. She provides the best of both worlds – CFO level oversight and an affordable bookkeeping service!

Business Coach in Indianapolis

We love our Agile CFO accountant. She doesn’t realize how much she does to keep us on track and support our financial success!

Specialty Construction Company

I am very grateful to have Agile CFO Solutions and I wish I had switched to them a long time ago.  Now there is structure & flow to our processes and financials.

Retailer With 11 Locations

Our Agile CFO Solutions accountant is an amazing superhero. The team takes great care of me, they’ve built budgets for me, they remind me of my deadlines & always answer questions! I have worked with several accountants & I highly recommend Agile CFO Solutions.

Bakery Owner