What AGM Actually Does

No. AGM is a back office intelligence service. We monitor your numbers, deliver financial reporting, and give you forward-looking analysis. If you have a bookkeeper, we replace them. If you don’t, we’re a better answer than hiring one.

No. AGM works with what you already have. We pull data from your existing POS, payroll, and supplier invoices. No new software to learn. No disruption to your current workflow.

Most clients are fully onboarded within 7-10 business days. We spend the first 90 days getting your historical data organized and your reporting baselines set. After that, you receive your first weekly report.

AGM makes your CPA’s job easier. We deliver a clean, categorized P&L and financial package every month. Your CPA uses our work to prepare taxes and file returns faster. Many clients find their CPA fees drop after starting with AGM.

No long-term contracts. AGM is month-to-month after your 90-day onboarding period. We earn your business every month. If it’s not working, you can cancel with 30 days notice.

Yes. All data is encrypted in transit and at rest. We do not share your financial information with any third party. AGM employees sign confidentiality agreements. Your numbers stay yours.

Yes. A lot of new clients come to us with months of unreconciled records. Catching up is part of the onboarding process. We’ll get your books current and build forward from a clean baseline.

Independent operators with one to five locations. Full-service, fast casual, bar and grill, food hall concepts — any operator who runs their own back office and wants a smarter, cleaner way to do it. AGM is not the right fit for franchises or chains with corporate finance teams.