I have worked closely with Don for the past 13 years and am thrilled to see him create The Agency CFO program. We will be using the program ourselves—giving us the best of both worlds as we will continue to benefit from Don’s guidance and oversight and at the same time free up resources to reinvest in the business. Don’s strength has been the combination of his financial expertise and his knowledge of the business overall—bringing a perspective that goes well beyond numbers as he has been involved in all aspects of the business including IT, sales and as a member of our leadership team.

Small business owners, especially small independent insurance agency owners, have a tremendous amount of financial information within the day to day operations of the business. Even the most astute financial expert rarely has time to absorb the facts in front of them, therefore having a CFO is crucial! Don, our Virtual CFO, provides insight into our P&L, assistance with our budgets, development of our sales plans, and analysis of our data, which has been amazing. The other organizational work we have done has been just as important; maybe even more so. Creating a strategic plan and an organizational chart has really helped create a clear vision of the future for me and my team. Roe takes the time to coach with not only myself, but also my leadership team. Her guidance has been an unexpected blessing that we all needed this year! Our work together has been so great, that I went out on a limb and told other agency owners to start a partnership with RD Advisory Group. I very rarely make suggestions like that, very rarely! Don and Roe have helped me so much I just knew that these Agency Owners NEEDED them. In turn they appreciate the connection so much they have thanked me multiple times. The referral and the gratitude for said referrals say it all. RD Advisory Group is AMAZING!!

I honestly had zero expectations. I didn’t know what I didn’t know. The 6 weeks of the course were eye opening to me. What I have decided as an agency owner is to get my financial stuff in order so that as I grow, I won’t have this problem to unwind as I get down the road. I heartly recommend RD Advisory! Check out a video testimonial by Rob, here: https://www.youtube.com/robbowen.

We are extremely happy with the performance of RD Advisory Group. Normally, agencies our size lack financial data. In the past we relied on agency management systems to compute our data which made us measure backwards. Don, our Virtual CFO, has provided us with accurate reporting not only to track, but to use when forecasting our future. We are very pleased and would recommend this to any agency that needs a CFO but may not have it in their budget to hire a full-time CFO.

Starting from scratch and being good at one thing... sales helped me to survive my first two years as an independent agency owner. AgencyCFO™ has given me so much peace of mind as I now feel like a true business owner. Knowing what it would look like financially to hire a new staff, how my agency compares to others my size, and knowing industry leaders helped me build this plan has me ready to crush 2022!

Hiring Don as CIA’s Virtual CFO has proven to be a great solution in filling the gap between my bookkeeper and CPA. He has brought his deep agency experience and insight to the benefit of CIA. Don has taken our numbers and extracted the key points of information that I need each month. I feel that we now have a solid grasp on our numbers, as well as looking forward with our projections and budget planning. We are quickly moving to identify opportunities and implement the more strategic initiatives I’ve always wanted to do. I highly recommend you speak with Don and RD Advisory Group to fill your financial management gaps.