AGENCYCFO

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 22 Sept 2023 filing date already counts against anyone who files later.

Record

Serial number

98192241

Mark type

Stylized text

Filed

22 Sept 2023

Published for opposition

17 Feb 2026

Attorney of record

SARA M. DORCHAK

Goods and services

• Class 035 — Advertising and business services: Accounting advisory services; Assistance and advice regarding business organization and management; Audit support services, namely, review and analysis of a company's sales; Business advice and information relating to loans, finance and capital; Business advisory and management services relating to accounting, budget planning and forecasting, and contract management; Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals; Business assistance, management and information services; Business consulting services in the field of small business ownership, CFO roles, QuickBooks, and Bookkeeping Services; Business consulting services, namely, providing assistance in development of business strategies and creative ideation; Business development consulting services; Business risk management; Providing business support staff services; business data analysis; business consulting services in the field of accounting; Consultancy services regarding business strategies; Business consulting services, namely, outsourced chief financial officer services, accounting and business operations strategy; Financial statement preparation and analysis for businesses; Marketing consulting; Marketing plan development; Marketing research, analysis and advisory services; Tax and taxation planning, assessment, advice, information and consultancy services
• Class 036 — Insurance and financial services: Financial consulting and financial management services, namely, financial forecasting and modeling, mergers and acquisitions support, and due diligence management; Financial consulting and financial management services in the field of financial statement preparation and analysis; Financial planning; Financial consultation in the field of CFO duties and business organization; Financial consulting services, namely, outsourced chief financial officer services, accounting and business operating strategy
• Class 041 — Education and entertainment services: Arranging and conducting of training workshops in the field of business, entrepreneurship, marketing, leadership and accounting; Business training and business training consultancy services; Educational services, namely, conducting courses, training, workshops, conferences in the field of business, entrepreneurship, marketing, leadership and accounting and distribution of educational materials in connection therewith; Providing group coaching and in-person learning forums in the field of business, entrepreneurship, marketing, leadership and accounting; Providing on-line training workshops and conferences in the field of business, entrepreneurship, marketing, leadership and accounting; Training courses in strategic planning relating to business, entrepreneurship, marketing, leadership and accounting; Virtual personal coaching services in the field of finances, business, and CFO role

Owner

• AGENCYCFO, LLC, New Hartford, NY, US
• AGENCYCFO, LLC, New Hartford, NY, US
• RD ADVISORY GROUP, LLC, Clinton, NY, US

Prosecution history

• 17 Feb 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 17 Feb 2026 — PUBLISHED FOR OPPOSITION
• 11 Feb 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 21 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 17 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 17 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 17 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 24 Jul 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
• 24 Jul 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
• 16 May 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 16 May 2025 — NON-FINAL ACTION E-MAILED
• 16 May 2025 — NON-FINAL ACTION WRITTEN
• 11 Mar 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 10 Mar 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 10 Mar 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED