Who’s in Control: You or Your Business Finances?
At FintelAgencyTM, we help insurance professionals take charge of their cash flow, maximize profits, and make smarter financial decisions. Know where every dollar goes and grow your business with confidence.
Running a Successful Business is Tough. Are You Seeing the Rewards?
Balancing client calls, providing support, and managing commissions is a constant challenge. There’s always something demanding your attention, making it hard to focus on your finances.
You may be making good money, but do you actually feel the rewards of your hard work at the end of the year?
- You end up with less money than expected.
- Taxes feel overwhelming and suffocating.
- You’re unsure about the real financial health of your business.
If this sounds familiar, it’s time to take control. With the right financial strategy, you’ll gain clarity, confidence, and the financial freedom you’ve been working for.
How Can We Help You?
At FintelAgencyTM, we help your business grow with confidence. We optimize your finances, streamline your accounts, and bring order to your cash flow so your money works for you.
Bookkeeping
Your business processes hundreds of transactions every day. We classify, organize, and optimize them in a clear, efficient accounting system. This helps you avoid overpaying on taxes and ensures you always have cash on hand to cover your expenses.
Financial Evaluation
Get a clear, in-depth assessment of your company’s finances. We identify risks, uncover hidden opportunities, and provide actionable insights to strengthen your financial strategy. With this clarity, you’ll know exactly where your money is going and gain the confidence to make smarter, more profitable decisions.
External CFO
Gain expert financial guidance without the cost of a full-time CFO. We help you evaluate and monitor your finances, providing strategic insights to keep you on the right path to sustainable growth. Think of us as your trusted financial advisor, always there to guide your business toward smarter decisions.
Clear Finances, a Clear Mind
Once you experience our services, both your business and your life will feel more in control:
Your accounts will be clear and organized, giving you peace of mind.
You’ll have timely insights to make smart financial decisions with confidence.
A specialized team will support you, understanding your industry and speaking your language.
You’ll be able to delegate with confidence, allowing your agency to run smoothly without you micromanaging every detail.
One out of every two businesses disappears within the first five years. Why?
Because they overlook what truly matters: financial clarity.
“If you want to fail fast, go alone. If you want to grow and go far, go together.”
Which Service is Right for You?
Based on your business needs, we offer three tailored solutions.
Choose the one that fits you best:
Financial Essentials
Perfect for agents and agencies looking for greater financial clarity and control:
- Keep bookkeeping up to date
- Ensure accurate financial figures
- Optimize tax payments
- Prevent legal issues
Investment: Starting at $800/month
Financial Advantage
Ideal for 7-figure agencies looking for better financial tracking and growth:
- Everything in the Essentials plan
- Strategic analysis for business expansion
- Cash flow and budget monitoring
- Revenue and expense projections
- Financial analysis support for smarter decisions
Investment: Starting at $4,500/month
Financial Elite
Ideal for agencies ready to build a team and scale efficiently:
- Everything in the Advantage plan
- Delegate tasks and reclaim time
- Ensure your agency runs independently
- Personalized financial guidance for business and family wealth growth
Investment: Starting at $6,000/month
5 Essential Financial Roles in One Expert Team
You might be wondering: Why hire an external expert to manage my finances? Let’s put it this way.
To run smoothly and grow efficiently, your business needs these five key financial roles working together:
Bookkeeper
Keeps your daily transactions organized and ensures an accurate and structured accounting system.
Tax Advisor
Analyzes your financial data and helps you optimize your tax strategy to minimize liabilities and maximize savings.
Controller
Oversees financial analytics, ensuring accuracy, compliance, and the integrity of your business finances.
Treasurer
Manages cash flow and sets clear expectations for income and expenses to maintain financial stability.
Chief Financial Officer
The strategic leader who guides your financial decisions, helping you scale and expand your business.
Now that you understand these key roles, let’s talk investment. According to Salary.com, hiring these professionals individually could cost you over $25,000 per month. With FintelAgencyTM, you get the expertise of an entire financial team at a fraction of that price. This gives you the clarity, control, and confidence you need to manage your business finances effectively.
Ready to Take Control of Your Insurance Business Finances?
Let’s assess your current financial situation and build a solution that fits your needs.
