Our Reporting Disclaimers:

The AgencyCFO™ Financial Plan and Annual Earnings Report are excel workbooks that are a part of the AgencyCFO Toolbox™ of AgencyCFO, LLC, formally known as RD Advisory Group, LLC. The use of our workbooks is subject to the terms of the Consulting Services Agreement in place with you.

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The Reagan Consulting/IIABA Best Practices Study data contained in our documents are used with permission.

For more information on the study, please go to: The Best Practices page and download the [E-Book].

https://www.independentagent.com/best-practices

For questions, please email us at: Team@agencycfo.com