About Vince

Helping agency leaders see clearly

For more than three decades, Vince Dong has worked at the intersection of finance, operations, and agency systems.

Today, he helps independent agency leaders uncover the blind spots that impact profitability, decision-making, and growth—so they can lead with greater clarity, confidence, and control.

Why do agencies trust Vince?

Experience

Years of agency, operational, and financial expertise that help identify patterns quickly.

Perspective

An integrated understanding of finance, operations, and systems that few advisors bring together.

Practicality

Recommendations grounded in reality, designed to work within the way agencies actually operate.

I’ve learned to
look more closely.

“After working with agency leaders for many years, I've learned that most business challenges are more connected than they first appear.

The agencies that perform best aren't necessarily the ones with the best tools or the biggest teams. They're the ones with the clearest understanding of what's happening inside their business.

That's what I help leaders achieve.”

— Vince Dong

  • What looks like a profitability issue may actually be an operational issue.

  • What looks like a systems problem may be affecting financial performance.

  • What looks like a reporting issue may be creating leadership uncertainty.

Professional Background

CPA

Founder - Advice Software & Consulting Inc

Agency Operations and Profitability Advisor

Second Wind Consultant

Workamjig Consultant

Industry speaking engagements

Advanced Accounting Certification & Project Management Certification – Workamajig

Let's uncover what's really happening in your agency

If you're facing questions about profitability, visibility, reporting, operations, or growth, let's start with a conversation.