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CFO Client Onboarding

Thank you for agreeing to work with AgencyFocus!

We are excited to work with you! Help us get started by providing data using the forms below. Please feel free to resubmit any of these forms as many times as you'd like if you cannot get everything we ask for at once.

If you have any questions about these forms, please feel free to reach out to lauren@agency-focus.com or thomas@agency-focus.com


1-01

Submit Financial Statements

This form will ask for some profit & loss statements, balance sheets, and transaction detail reports that help us build a wholistic understanding of your agency's financial position.
2-01

Agency Owner Questionnaire

This form asks general questions about your agency's organization and operations. Not sure if you can complete all of it right now? No worries, forms can be submitted as many times as you'd like!
3-01

Submit an Employee Roster

In order to understand your staffing structure and compensation, please provide a staff roster by downloading our template and providing the information requested. If you keep your own roster that contains the relevant information you can upload a copy.
4-01

Submit Book of Business

Providing us with a book of business report (policy listing) allows us to analyze various risk factors. Please review this form for more detailed instructions and submit a report.