You're running a $1M+ agency on guesses. Here's what that costs you.
Agency owners lose money every day on blind spots their CPA never flags.
Carrier Concentration Risk
You don't know which carriers you're over-indexed on. If one drops your appointment, you could lose 40% of your revenue. Async Agency CFO flags concentration risk before it hits.
Producer Profitability Blindness
Your top writer by premium might be your bottom performer by profitability. Without split-level data, you're managing headcount on vibes.
Reactive, Not Proactive
Your CPA tells you what happened last quarter. Your bookkeeper tells you what happened last month. Async Agency CFO tells you what's happening right now — and what to do about it.
The Meeting Tax
Every fractional CFO wants a weekly call. You're an agency owner — your time sells for $300+/hour. You shouldn't spend it in meetings about your own numbers.
What you'd get from a $5,000/month CFO — for $1,200/month, async, on your schedule.
Everything delivered to your inbox. You watch when you want.
Weekly Dashboard
Revenue by carrier (new vs. renewal), producer performance, expense ratios, cash position, and concentration warnings. Monday by 9 AM ET.
Monthly Narrative
Plain English. What changed, why it changed, and what to do about it. Variance commentary on every line item that moved.
Quarterly Loom Review
20-minute video walking through your quarter. Watch on your phone at 2x speed. No scheduling. No prep.
Email Support
"Can I afford this hire?" → Answer within 1 business day. "Should I drop this carrier?" → Answer with data.
The "Prove It" Guarantee
Your first dashboard is free. Delivered in 48 hours. No credit card required.
1. Fill out a 3-minute intake form below.
2. Grant QuickBooks read-only access + upload your last 3 carrier commission statements.
3. Within 48 hours, we deliver your first dashboard — real data, real insights.
4. If you don't see value, you walk. No meeting required to cancel. No hard feelings.
One plan. One price. No upsells.
Async Agency CFO
$1,200
per month — for agencies $750K-$5M in commission revenue, 2-15 producers
- ✓ Weekly financial dashboard (Mon 9 AM ET)
- ✓ Monthly P&L narrative with variance commentary
- ✓ Quarterly Loom video review
- ✓ Email support (24 business hour SLA)
- ✓ Carrier profitability analysis
- ✓ Producer performance tracking
- ✓ Expense ratio benchmarking
- ✓ Cash position monitoring
Pause anytime. Cancel with 30 days notice. Annual prepay at $12,960 (save $1,440).
Get Your Free Dashboard →Who this is for
✅ You're a fit if:
- You own an independent P&C agency doing $750K-$5M in commission revenue
- You have 2 to 15 producers
- You use QuickBooks and an AMS (Applied Epic, HawkSoft, AgencyZoom)
- You want financial clarity without adding headcount
- You value your time at $300+/hour and refuse to spend it in dashboard review meetings
❌ Not a fit if:
- You want someone to do your bookkeeping (that's your bookkeeper's job)
- You need monthly in-person board meetings with a traditional CFO
- You're under $750K in commission revenue (we'll get there — join the waitlist)
How it works
Fill out the 3-minute intake form
Your agency name, revenue ballpark, producers, and what you need to know.
Grant QuickBooks read-only access + upload carrier statements
We process them in our pipeline. You don't lift a finger.
Get your first dashboard within 48 hours — free, no commitment
You see the product before you pay a dollar. If you don't love it, you owe nothing.
Ready to see your agency's financial picture?
We're onboarding 10 founding clients at $1,200/month. After that, the price goes to $1,500/month.
You're in.
We'll email you within 24 hours with next steps for your free dashboard. No sales call — we'll just need QuickBooks access and recent carrier statements.