8 Figure Finance- CFO, Accounting & Tax for Marketing Agencies Doing $1M–$20M

8 Figure Finance- CFO, Accounting & Tax for Marketing Agencies Doing $1M–$20M

5.0 stars · 33 reviews · Serves Nationwide · Specializes in Content Creators, Digital Nomads, High Net Worth Individuals

8 Figure Finance is the accounting and CFO firm built specifically for advertising and marketing agencies, delivering clean books, clear reporting, and real-time financial visibility so owners can scale with confidence.

Services

  • Accounts Payable/Receivable
  • Advisory Services
  • Bookkeeping
  • Budgeting & Forecasting
  • Business & Entity Formation
  • Business Tax Preparation
  • Cash Flow Management
  • Financial Advice & Coaching
  • Individual Tax Preparation
  • Payroll Services
  • Tax Planning & Strategy
  • Tax Preparation

Pricing

  • Starter — $750–$0 monthly
  • Growth — $1,000–$0 per project
  • Scale — $2,000–$0 monthly
  • Project Based — $225–$4,000 monthly

Reviews

  • Maxwell Lipton

    5 stars

    2026-03-10T23:40:12.624+00:00

    It has been great and we've been using them for several years and plan to continue. It's quite seamless and you get great insights into your number every month. Also added on tax services which have been excellent and extremely helpful.
  • Matthew Shterenberg

    5 stars

    2026-03-04T17:35:57.135+00:00

    Nothing short of amazing. They helped gain financial clarity in our books and build a 13 week cash flow model which we use religiously to manage our business. They came in at a very rocky point in the lifecycle of our business and have not only been operationally helpful but a strategic advisor in navigating our own challenges. I could not reccomend 8F enough.
  • Eleanor Hayden

    5 stars

    2026-02-26T14:58:57.174+00:00

    It's been amazing! I work with Jordan the most on the CFO services and I can tell he's truly giddy to build out our dashboards, budgets, forecasts, etc. He's taught me so much in terms of what to look for based on what he knows my goals are, he asks thoughtful questions, and puts out truly great work. I have also had incredible experience with Ben! He is so thorough, very responsive, and I know I can trust his guidance on tax and accounting strategy. The rest of their team is great too! We work with a couple other managers on their team who are super responsive, have figured out our current processes, improved them, and even made them more efficient. We've worked with many other bookkeepers, CPAs, and fractional CFOs in the past but we really leveled up when we brought on 8FF. They truly have been the best!
  • Steve Rausch

    5 stars

    2026-02-24T18:14:45.461+00:00

    As a marketing agency, we need an accounting partner who is not only strategic but also highly responsive — and 8 Figure Finance has been exactly that for us. Beyond keeping our books clean and giving us solid CFO-level insight, they’ve shown up when it really mattered. We had some last-minute issues with 1099s and W-2s, and their team jumped in quickly, handled everything calmly and professionally, and made sure we stayed compliant without unnecessary stress. They understand agency operations and give us real clarity around cash flow, taxes, and planning. It feels like having a true financial partner, not just an accounting service. Highly recommend.
  • Zachary Monaco

    5 stars

    2026-02-24T18:04:13.266+00:00

    Excellent! They are extremely patient, polite, and easy to communicate with. Every deliverable has been completed on time, and they’ve consistently followed through on what they say they’re going to do. Most importantly, everything feels clean and properly structured now. There’s no confusion or rushed work . After working with several accounting teams before them, this is the first time it truly feels dialed in.
  • Marcus Thompson

    5 stars

    2026-02-24T13:36:54.495+00:00

    Very good, better than other CPAs. Very responsive.
  • McClain McKinney

    5 stars

    2026-02-24T12:08:27.133+00:00

    Fantastic. Ben and his team are top notch and I could not recommend working with them enough!
  • Victor Kyoshi Gamboa Shimasaki

    5 stars

    2026-02-23T20:09:08.501+00:00

    I’ve had a great experience with their bookkeeping and advisory services so far. They are organized, responsive, and consistently keep everything up to date. Communication has been clear and professional, they usually answer our questions really fast and they make the entire process smooth and stress-free. I appreciate their attention to detail and reliability, and I’m very satisfied with the service they’ve provided.
  • Niko Costas

    5 stars

    2026-02-23T12:45:19.682+00:00

    Our company manages a complex web of revenue streams and expenses involving thousands of subcontractors. We needed a partner that could rapidly grasp our operational nuances, integrate seamlessly with our team, and provide the data integrity required for high-level decision-making. Ben, Jordan, and the 8FF team delivered exactly that. What started as a simple bookkeeping engagement has evolved into a full-scale partnership, including AR/AP services and fractional CFO support—which has been truly life-changing for our business.
  • Shaun Brown

    5 stars

    2026-02-22T21:32:43.226+00:00

    I run a newsletter marketing and automations agency and we have really enjoyed working with 8 Figure Finance. They are timely to respond to clients, get their work done on time and are very knowledgeable about the agency space. If you're looking for a firm that supports the agency niche specifically, I couldn't recommend them more
  • Aaron Golub

    5 stars

    2026-02-21T18:09:52.294+00:00

    It's been great working with a modern firm. My previous firm was slow to respond and if I need anything Ben and the team are quick to reply in slack. Any questions i have they're always helpful and highly reliable on the services they perform. If you need a firm for your business I recommend these guys.
  • Andy Sulhoff

    5 stars

    2026-02-20T17:05:52.167+00:00

    I've enjoyed working with 8 Figure Finance. Ben and the team are always quick to respond, easy to work with, and genuinely understand what it means to run an ad agency. One thing that really stands out is how they hold me accountable. They proactively reach out to make sure I'm aware of deadlines and staying on top of things like invoicing and accounts payable. I feel confident relying on them for all of my accounting needs and know they'll get the job done.
  • Brooklyn Sturgeon

    5 stars

    2026-02-19T14:56:07.179+00:00

    Working with 8 Figure Finance has been one of the best decisions we’ve made for our business. They stepped in after a mess was left by a previous bookkeeping team, and quickly got everything cleaned up and balanced. Since then, they’ve provided consistent monthly reconciliation and reporting, and made sure our books are always tax-ready. But beyond the numbers, they’ve given us real strategic insight into our financial health — something we never had before. If you're in the marketing world or just need a bookkeeping team you can trust, we can't recommend them enough.
  • Ben Billups

    5 stars

    2026-02-18T21:02:28.067+00:00

    8FF goes above and beyond to deliver clean, accurate books & insights for a very reasonable price. I recommend them to anyone looking for bookkeeping services and plan to hire them for new businesses I'm building right now.
  • Drew Terry

    5 stars

    2026-02-18T20:48:12.999+00:00

    I highly recommend Ben and his team at 8 Figure Finance. Working with them has been a game changer for our business. Since partnering with 8 Figure Finance, our financial processes are cleaner, more efficient, and far less stressful. Ben and his team are proactive, professional, and truly invested in the success and growth of our business. 8 Figure Finance has also assisted in coming up with a detailed budget and a gameplan to capitalize on our revenue month to month.
  • Drew Teller

    5 stars

    2026-02-18T19:38:49.176+00:00

    Wonderful. The team has set up all my AR/AP and accounting so that we know exactly how we are doing each month. They provide a seamless service and execute flawlessly. I appreciate their proactiveness and would definitely recommend 8F to other companies.
  • Mac Magyaros

    5 stars

    2026-02-18T05:26:35.647+00:00

    It’s been good working with a modern firm. My last place was always slow to get back to me, but these guys are quick to reply whenever I have a question. They’re helpful, they do what they say they’re going to do, and they actually get how my business runs. If you need a solid firm, I’d recommend them.
  • Brandon Scott

    5 stars

    2026-02-18T01:28:33.876+00:00

    I've worked closely with Ben on my bookkeeping, and he has been outstanding. He's always available, always responsive, and has consistently addressed every issue I've brought to him. In my experience, a lot of people in this space tend to do the bare minimum — Ben is the exception. He goes above and beyond, every time, without fail. For that reason, I'm genuinely happy to recommend 8 Figure Finance. Defiantly recommend working with them — you'll be in great hands.
  • Clifton Sellers

    5 stars

    2026-02-17T18:57:44.687+00:00

    Working with 8 figure finance for my content marketing agency has been great. Ben and the team are consistent and reliable. I like that they're available to talk to in slack when I have questions or need them. They always get their work done on time. I highly recommend them.
  • Alan Kaplan

    5 stars

    2026-02-13T14:58:36.256+00:00

    It has been a great experience with 8 Figure Finance. I recommend their services to any business looking to figure out their numbers and bookkeeping.
  • Cory Young

    5 stars

    2026-02-12T17:38:17.152+00:00

    Its been great so far - they are proactive and responsive when we have questions and give us insight into our finances that we didnt previously know.
  • Alex Burch

    5 stars

    2026-02-11T21:49:10.617+00:00

    I have had a fantastic experience with 8ff. They are very diligent bookkeepers who are very easy to communicate with. They are very detail oriented and I can totally trust them to keep things in order. They did a great job catching 9 months of books that had been unmanaged for a new business. I'd highly recommend them.
  • Rex Gelb

    5 stars

    2026-02-11T21:23:04.161+00:00

    Excellent. They have been responsive, reliable, and affordable.
  • Ryan Schnitzler

    5 stars

    2026-02-11T20:22:26.547+00:00

    Excellent experience with 8 Figure Finance. They are great at what they do. They helped me take my accounting and finances to the next level.
  • Victor Sabbagh

    5 stars

    2026-02-11T20:15:37.717+00:00

    Nothing less than amazing, they've been responsive, supportive, and accomodating in every possible way
  • Dean Fiacco

    5 stars

    2026-02-11T20:15:02.687+00:00

    very good - super snappy support times on slack which is nice and they are able to help with edge case requests like a set of books for a subset of the business thats under a single main entity.
  • Aaron Marquez

    5 stars

    2026-02-11T20:10:18.363+00:00

    Exceptional. We receive our books in a timely format, have support for advisory and CFO services, and have full confidence in our cashflow and financial pulse.
  • Nicholas Puruczky

    5 stars

    2026-02-11T03:20:28.453+00:00

    I can't recommend 8FF highly enough! When I first came to them, my books were a complete mess that I'd been putting off dealing with for way too long. The team didn't just clean everything up, they completely transformed my financial organization and helped me get my taxes sorted out properly. As someone running an early stage company, my time is very limited and can't be spent wrestling with financial records. 8FF has been my trusted bookkeeper and accountant, and to this day they continue to provide absolutely fantastic services. They're professional, thorough, and always available when I need them. If you're looking for a reliable CPA or bookkeeper I wouldn't recommend anyone
  • Brandon Parker

    5 stars

    2026-02-09T17:26:49.992+00:00

    Working with 8FF was great. They did my work quickly and replied quickly. They offer a good service.
  • Maxwell Lipton

    5 stars

    2025-07-28T23:43:21.398+00:00

    Very good so far. I enjoy working with them and am getting what I wanted out of the service.
  • Adam

    5 stars

    2025-07-28T17:27:06.311+00:00

    Fantastic. Our books are fixed. We have a good read on our financial metrics.
  • Michelle Morand

    5 stars

    2025-07-28T14:47:35.057+00:00

    Working with 8FF has noticeably improved our accounting operations. They’ve shortened our monthly close time and saved me several hours each month. Just as importantly, they helped clean up and streamline our processes, bringing more structure and clarity to our workflow. The team is thorough, organized, and easy to work with!
  • Louis Shulman

    5 stars

    2025-07-21T15:30:32.465+00:00

    It has been GREAT. They are so responsive, proactive, organized, and knowledgeable. I've referred several friends to them and am a very happy customer.

Related Sam's List pages