Position
CEO
Company
Fiscal Advocate
Area of Expertise
- Financial Planning
Location
Chicago, IL
Financial Planning and Tech-Enabled Financial Management Services For Agencies
Jon Morris is the Founder and CEO of Fiscal Advocate Inc, a tech-enabled financial services company focused on helping agencies. His journey is familiar to most agency owners: he started Rise Interactive in 2004 and spent 16 years growing it from a one-person shop into one of the world’s largest independent marketing agencies with ~$40 million in annual revenue before his exit.
After selling Rise, Jon’s new passion became helping fellow entrepreneurs navigate that same journey, while trying to skip the rough ones he encountered. Fiscal Advocate was built to share the insights-driven finance that was instrumental to his own success.
Fiscal Advocate’s tech-enabled approach normalizes your financial data, turning it into powerful, decision-making insights that drive revenue, boost profits, and improve your cash position. With innovative software for forecasting and our proprietary AI-driven CFO, they make world-class financial management faster, more efficient, and within reach to a much wider audience. They’ve helped distressed agencies find buyers, others move from losing money to extremely profitable, and still others get over those inevitable stagnation points.
When he’s not busy helping agencies scale, Jon enjoys time with his wife, three daughters, and two dogs. A lifelong soccer fan, he still finds time to study the data behind youth player development.
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