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The Good CFO

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Lake Forest, United States
Finance, HR & AI Automation for Marketing Agencies
The Good CFO is a full-stack finance and HR firm built exclusively for marketing, advertising, creative, PR, media, and entertainment agencies. Not adapted for them. Built for them. Most agencies steer by one number: revenue. That hides the client that bills big and earns nothing, the team sitting at 60% billable, the retainer you've quietly out-serviced. A generalist bookkeeper won't flag it. Your CPA won't either. We staff the entire back office on a fractional basis — fractional CFO, outsourced controller, FP&A, bookkeeping and accounting, payroll, HR, and recruiting — sized to where the agency is now. Our partners have held the CFO or COO chair at 72andSunny, WONGDOODY, Ogilvy, Wunderman Thompson, McCann-Erickson, Young & Rubicam, The Phelps Group, J Public Relations, and Column Five. One scaled an agency from $6M to $130M+ and led its holding-company acquisition. Another grew a PR firm from $750K to nearly $25M, including UK expansion and M&A, and was named CFO of the Year. Combined, roughly 200 years in agency finance and people leadership. That background is the point. We talk in AGI, utilization, WIP, effective rate, and project profitability — because those are the numbers that actually run an agency, and because we've been the ones accountable for them. Every client also gets the Hub: a portal that pulls cash, client profitability, utilization, WIP, and agency-format financials into one place, refreshed weekly, connected to the tools you already run — QuickBooks, Xero, Harvest, Teamwork, Asana, Monday, HubSpot. Best fit: agencies between roughly $2M and $20M in revenue whose finance function hasn't kept up with the work. Headquartered in Lake Forest, California, serving Orange County, Los Angeles, San Diego, and agencies nationwide. Do good things with good people.
15 people in their team
Speaks English
Sortlist member since 2026
Founded in 2024
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  • Headquarter23 Spectrum Pointe Dr suite 202, Lake Forest, CA 92630, USA