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I work with small and mid-sized advertising agencies that need stronger financial leadership, clearer visibility into performance, and greater operational discipline—but do not yet need or want a full-time CFO.

Fractional CFO & Financial Advisory Services for Small and Mid-Sized Advertising Agencies

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<h1 style="white-space:pre-line">What Changes When We Work Together</h1>
• Clear, decision-ready financial insight • Fewer surprises and stronger control • Faster, more confident leadership decisions • Scalable systems that support growth • More effective EOS Quarterly and Annual planning

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Streamline Your Agency's Finances

Build profitability models and reporting by client, engagement, and service line.

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Comprehensive Financial Profitability Improvement Strategy

Agencies that need an experienced financial leader —but not a full-time CFO.

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Fractional CFO Support

Helping agencies use EOS to translate financial insight into operational discipline and consistent execution.

EOS Expertise

Building the financial infrastructure agencies need to move from “numbers” to decision-ready insight.

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Financial Systems & Reporting

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I am a former Corporate Controller at TBWA / Omnicom and CFO for regional and national advertising agencies. I understand agency economics, delivery models, and the realities leadership teams face—because I’ve sat in the seat and owned the outcomes. 

Why Agencies Choose Me

Financial Strategy and Investment Growth Concept

Throughline Financial Partners

Throughline Financial Parters - Fractional CFO Services for Advertising Agencies
Clarity. Control. Confidence.

I help small and mid-sized advertising agencies improve profitability, cash flow, and execution by providing seasoned financial leadership—without the cost or commitment of a full-time CFO.
Who This Is For
Agency owners and leadership teams who:
• Lack clear visibility into client and service-line profitability
• Don’t fully trust their financial reporting
• Feel reactive instead of proactive with cash flow and planning
• Are growing but feel operational strain
• Want stronger EOS execution and accountability

How I Help
I combine hands-on Fractional CFO leadership with agency-specific financial systems and EOS support:
• Act as your Fractional CFO and trusted financial thought partner
• Improve margins, cash flow, and forecasting accuracy
• Build profitability reporting by client and service line
• Strengthen accounting, controls, payroll, and systems
• Support EOS as an Integrator or advisor—aligning KPIs, Rocks, and execution

What Changes When We Work Together
• Clear, decision-ready financial insight
• Fewer surprises and stronger control
• Faster, more confident lea