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CFO Client Monthly Report Upload

Thank you for partnering with AgencyFocus!

We are excited to update your CFO reporting and insights! Help us get started by providing data using the forms below.

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

1-01

Submit Financial Statements

This form will ask for a profit & loss statement for the current month.
2-01

Update Employee Info

If your staffing has changed since your last report, please update your employee info using this form.