askQuick.ai connects to QuickBooks and instantly shows you what’s really going on—so you can price smarter, plug profit leaks, and make confident decisions without waiting on your bookkeeper or expensive CFOs.
The #1 Reason Agencies Plateau? They Don’t Know Their Numbers.
Let’s be real—most agency owners don’t actually know where their money’s going.
Cash looks good one day, gone the next. Pricing feels like a shot in the dark. And your bookkeeper?
Always a step behind.
Sound familiar?
You hope you’re profitable, but can’t prove it.
You’re making big decisions on gut, not data.
QuickBooks feels like a black hole you avoid at all costs.
You’re stuck waiting on reports that show you what happened… instead of what’s coming.
askQuick.ai connects directly to QuickBooks and gives you the answers you need to run your agency like a real CEO, not a spreadsheet firefighter.
No waiting on bookkeepers. No confusing dashboards. No guessing.
Before they quietly drain your profit.
Stay ahead of dry spells, dips, and delays.
No guessing. Just facts you can act on.
Finally see what it takes to deliver—and what you should charge.
If QuickBooks is your data warehouse, askQuick.ai is your command center.
You don’t need more reports. You need better answers. askQuick gives you that—and makes it very simple to understand where and what you need to do.
Let's break it down:
| Without askQuick.ai | With askQuick.ai |
|---|---|
| 🔒 Don't know if you're actually profitable | ✅ See profit by project, client, and service |
| 😬 Guessing on pricing | ✅ Price with confidence, backed by data |
| 🧨 Surprised by cash shortfalls | ✅ Predict cash flow before it's a crisis |
| ⏳ Waiting on reports | ✅ Get answers instantly--24/7 |
| 🤯 Decision fatigue | ✅ Clarity on what to do next (and why) |
askQuick.ai turns your numbers into leadership fuel.
You didn't build your agency to be your own part-time CFO.
Now you don't have to be.
Improved Revenue and Profitability
⭐⭐⭐⭐⭐
“askQuick.ai masterfully navigated the complexity and provided valuable insight regarding our financial history, current standing, and projections. In regard to those projections, I was able to provide several variables for improving revenue generation and profitability, and the software performed the math then provided easy to understand answers! It's the most fun I’ve had in our financials in ages!”
Tyffani C. Jackson
CEO
Really Solid Advise
⭐⭐⭐⭐⭐
“I asked how to fund a mastermind with no payment plans. It gave me three options—one totally surprised me. I checked with seasoned entrepreneurs, and they confirmed it was solid advice they wish they’d known earlier.”
Rachelle P.
PR Agency Owner
Game-changing financial insights
⭐⭐⭐⭐⭐
“This is powerful… This is really powerful.”
Adam S.
Traditional Agency Owner
askQuick.ai gives you the financial visibility to make smarter decisions, charge what you’re worth, and scale with confidence—without hiring a full-time CFO.
See your agency’s numbers in a whole new light.
No risk. No pressure. Just answers.
It's one click. Zero friction.
askQuick.ai securely connects to your QuickBooks account in seconds--read-only access, bank-level encryption, no sketchy workarounds.
Once connected, it doesn't just pull your numbers--it interprets them. We analyze your P&L, cash flow, revenue patterns, and pricing structure through the lens of agency benchmarks and financial strategy.
You get real answers, not just raw data--tailored for the way digital agencies operate.
Absolutely. Security isn't a feature--it's a foundation.
askQuick.ai uses bank-level encryption and read-only connections, so your data stays safe and untouched.
Your numbers stay yours. We just help you understand them.
Most fractional CFOs give you dashboards. askQuick.ai gives you direction.
We built askQuick.ai because agency owners kept saying the same thing: "I paid thousands for a CFO and still didn't know what to do."
Here's the problem:
askQuick.ai changes the game. You get real-time, AI-powered insights trained on marketing agency data--without the crap, the wait, or the $3,000/month retainer.
Instead of "Here's what's happening," you get:
"Your cash is tight, but MRR is growing. Here's what to adjust now."
The kind that actually help you run your business better. askQuick.ai gives you agency-specific insights that go way beyond generic reports.
All tailored for service-based, project-driven marketing agencies. No ecomm noise. No product margins. Just the numbers that actually matter to you.
Absolutely! You can cancel your subscription at any time with no cancellation fees. Your access will continue until the end of your current billing period, and you can export all your reports and insights before canceling.
We’ve run agencies. We know the pain: Solid revenue, great team… and still flying blind with your numbers.
QuickBooks was built for accountants. askQuick.ai was built for agency owners.
We were tired of chasing bookkeepers, making blind decisions, and watching founders burn out on financial guesswork.
So we built a real-time command center that shows you exactly what’s going on—so you can lead with clarity, not chaos.
If you're serious about running your agency like a real business—not a gamble—this is your next move.
You don’t need another spreadsheet. You need real answers.
No commitments. Just clarity.
We believe agency owners deserve clarity, not just data.
You're not running a spreadsheet. You're running a business. And yet, most tools (and even most experts) leave you stuck in the weeds, overwhelmed with reports and unsure what to actually do next.
We built askQB.ai because we’ve been there.
We believe your numbers should speak human.
That profit shouldn’t be a mystery.
That pricing should reflect your worth, not your guesswork.
That cash flow forecasts should be instant, not invoice-worthy.
We believe the future of agency finance isn’t another dashboard or delayed advice, it’s getting real answers, in real time, from a tool that speaks your language.
You shouldn’t have to wait on a CFO to tell you what’s going wrong. Or right.
You shouldn’t need a finance degree to know if you’re making money.
And you definitely shouldn’t be scared to open QuickBooks.
We’re here to change that.
askQB.ai is your always-on financial sidekick, ready with answers, not acronyms. Because the best business decisions start with confidence, not confusion.
Founder & CEO
Nate isn’t just automating financial tasks—he’s redefining what a CFO is for small and mid-sized businesses. After eight years as a fractional CFO to 20+ marketing agencies, Nate built a system around the way his brain works: fast pattern recognition, clean logic, and strategic clarity without the clutter.
Armed with a Master’s in Forensic Accounting and advanced strategic finance credentials (CMA, CSCA), he’s spent his career designing financial systems that eliminate guesswork. Now, he’s encoded that thinking into an AI-powered CFO assistant that does more than explain the numbers; it tells founders what matters and what to do next.
Linkedin Profile
Chief Evangelist
Jason has literally written the book for growing an agency from nothing to two 8 figure agencies. He is one of the most sought out advisors to agencies in the World, by showing them an 8 system framework that worked for growing his agency, working with brands like AT&T, Hitachi, Lotus Cars, and eventually lead to selling his agency.
Jason currently hosts the Smart Agency Masterclass Podcast, the #1 Digital Marketing Agency Owner podcast for sharing the strategies and stories from real agency owners of what is working today in the agency world, and how they got to where they are now.
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