Our Mission and Values
We are entrepreneurs and founders who understand how to walk a mile in your shoes. Whatever our client’s size, we view ourselves as critical business partners in helping you achieve success. We take our client’s business just as seriously as they do and strive to provide services customized to their specific needs and objectives.
Who We Are
Our Founding Partnership Team
Agility Financial Partners has helped several of my audit clients with accounting and finance support over the past few years. From providing CFO and controller services to assisting our clients with audit prep and support, the team at Agility was able to help my clients streamline their processes and improve internal controls, which ultimately provided the business owners better confidence with the financial information being reported. It has been a pleasure working with Cindy and Mimi, and I look forward to collaborating with the team at Agility on future projects.
Cindy and her team at Agility have been rockstars in helping us get through the IPO process. As a small closely-held business it is important to have a solid team that can function both as doers and advisors. The Agility team always went above and beyond to make sure that we were always on top of what we needed to succeed internally and with third-party stakeholders. Cindy was available around the clock and always proactive.
Thank you Agility for your awesome work!
We are a family-owned business operating for over 40 years in an ever-changing environment.
Agility was originally brought in to help us complete our annual financial audit.
Their ability to roll up their sleeves and be proactive has resulted in an ongoing controller relationship, allowed us to streamline our processes (including 4 other companies we are a part of), and scale for future opportunities.
Their breadth of knowledge from accounting to systems makes them a valuable asset to our Company.
Having worked with Cindy on a recent divestiture I found her to be collaborative, highly intelligent and solution-oriented. On our particular project, I worked closely with Cindy from day 1 through the close of the deal, and despite her lack of tenure with the business, she was able to very effectively lead the divesture process and help identify viable strategic alternatives throughout, which ultimately lead to a very successful outcome.
Cindy Solovei is a remarkably talented financial professional and a valuable resource for any high-growth business environment. She has excellent communication skills, a thorough grasp of all elements that affect a business, deep technical accounting knowledge, and a well rounded finance and tax background. I recommend Cindy very highly based on my own personal experience with her in a complex, fast paced pre and post IPO environment.