Bookkeeping for Marketing & Creative Agencies

Stop Wondering About Profitability. Start Making Data-Driven Decisions.

Stop letting messy financials dictate your agency’s future. We provide expert bookkeeping services tailored to the unique demands of marketing and creative agencies. From tracking project profitability to managing client retainers and contractor payments, we handle the numbers so you can focus on creativity and client results.

Is Your Financial Picture Out of Focus?

Unsure which clients or projects are actually making you money after all time and costs are factored in?
Struggling to track and bill for pass-through costs like ad spend, stock photos, or printing?
Wasting hours chasing down invoices or managing payments to your team of freelancers and contractors?
Juggling multiple client retainers and project fees with no clear view of your monthly recurring revenue (MRR)?
Your current bookkeeper doesn’t understand the difference between billable hours, project costs, and agency overhead.
Lacking clear financial data for key strategic decisions?

The Financial Clarity to Scale Your Agency

True Client & Project Accounting

We go beyond standard bookkeeping to track revenue and costs on a per-project and per-client basis, giving you a crystal-clear view of your most and least profitable work..

Retainer & Expense Management

We expertly manage recurring client retainers and ensure all pass-through expenses are accurately tracked and billed, so you never leave money on the table.

Strategic Financial Insights

Receive financial reports that show you more than just numbers. We provide the insights you need to price your services correctly, manage your team effectively, and build a more profitable agency.

Let's Grow Your Agency Together

A Bookkeeper Follows a Checklist. A Partner Fuels Your Creativity.

Generic Bookkeeping Solutions...

Historical reports of what has happened.
A focus on basic compliance and data entry.
A reactive, year-end relationship.
A generic Chart of Accounts that misses key agency expenses.
Confusion with project-based profitability reporting.
Late or inaccurate freelancer and contractor payments (1099s).
Generic profitability reports that do not provide clarity on your margins.
General experience not specific to your business.
Is unavailable for strategic questions about your business.
Delivers late or confusing reports that create more questions than answers.

Our Financial Partnership Gives You...

A forward-looking roadmap for what will happen.
A focus on your growth, profitability, and cash flow.
A proactive, year-round strategic partnership.
A Chart of Accounts designed specifically for agencies.
Deep expertise in project-based profitability reporting.
Seamless management of freelancer and contractor payments (1099s).
Clear reporting on your agency's key metrics like MRR and gross margin.
A proactive partner who understands your business model.
The peace of mind that comes from working with a financial specialist.
Clear, comprehensive, on-time reports you can actually use to make smart decisions.

Take The Next Step For Growing Your Agency

Your Agency Bookkeeping Questions, Answered

My books are several months behind and a total mess. Can you still help?

Answer: Absolutely. This is a very common situation, and it’s one of our specialties. Our first step for many new clients is a one-time cleanup and reconciliation project. We’ll work with you to gather the necessary documents and systematically get your books accurate and up-to-date. This process provides a clean, reliable foundation for us to build upon for your ongoing monthly service. that accurate historical data to help you build the future. We focus on forward-looking activities: strategic planning, financial forecasting, cash flow management, and KPI analysis. We partner with you month-to-month to make smarter decisions that drive growth and profitability. Our service acts as the strategic layer on top of a solid accounting foundation.

Do you offer other services besides bookkeeping, like payroll or bill pay?

Answer: Yes, we do. Our goal is to be your complete financial back office. In addition to our core bookkeeping service, we offer a full suite of solutions including:

Payroll Processing
Accounts Payable (Bill Pay) Management
Accounts Receivable (Invoicing & Collections)
Sales Tax Filing
1099 Preparation & Filing

We can create a custom package that bundles these services for seamless financial management.

What does the onboarding process look like?

Answer: Our onboarding process is designed to be seamless for you. We handle all the heavy lifting. It’s a structured, three-step process:

Secure Kick-off: We securely connect to your existing financial systems and accounts.
Historical Review: Our team performs a thorough review of your past financials to build a clean foundation.
Roadmap Session: We meet with you to present our initial findings and collaboratively build your strategic financial roadmap for the next 12 months.

How much of my time will be required each month?

Answer: Our service is designed to save you time, not create more work for you. Your required time commitment is minimal. Typically, it consists of one primary strategy meeting with us per month to review your performance and discuss key decisions. We handle all the analysis, reporting, and financial management in the background, freeing you up to focus on leading your team and growing your business.

How do you ensure my sensitive financial data is secure?

Answer: We take the security and confidentiality of your financial data with the utmost seriousness. All of your information is managed through a secure, encrypted client portal with bank-level (256-bit AES) security. Our team follows strict internal protocols to ensure that only authorized personnel have access to your data, giving you complete peace of mind.

How do I get all my receipts, bills, and other documents to you?

Answer: We make it simple and paperless. Our system is built around modern, cloud-based tools. You’ll have access to a dedicated portal to upload any digital documents like bills or bank statements. We handle the rest, eliminating the need for you to ever deal with paperwork again.

Who from your team will I be working with?

Answer: You will be assigned a dedicated Account Manager who will be your primary point of contact. That person will get to know you and your business intimately. They are supported by our in-house team of professional bookkeepers who work together on your account. This team-based approach ensures you always have a knowledgeable expert available to answer your questions promptly.

Is there a long-term contract or a setup fee?

Answer: There are no setup fees for our standard monthly bookkeeping services. We believe in earning your business every single month, so we do not lock you into a long-term contract. Our service is a month-to-month subscription that you can cancel at any time with 30 days’ notice. We’re confident that the value and clarity we provide will make you a long-term partner.

Can you help me determine which of my clients are the most profitable?

Answer: Yes, this is a core component of our service. We structure your books to track revenue and direct costs per client, allowing you to see a clear profitability report for each relationship, so you know where to focus your efforts.

We use a lot of freelancers. Can you handle payments and 1099s?

Answer: Absolutely. We can manage your entire contractor payment process, from paying invoices on time to preparing and filing annual 1099s, ensuring you stay compliant and your creative partners are happy.

How do you handle pass-through costs like client ad spend?

Answer: We set up a clear system to track these costs. We ensure that any money spent on behalf of a client (like media buys or print jobs) is properly recorded and billed back to them, so these expenses never hurt your agency’s bottom line.

A Strategic Partnership for Every Stage of Growth

The Scaling Business

You have traction and are focused on rapid growth. You need to build a professional financial infrastructure to manage cash flow, report to investors or lenders, and build scalable systems for the future.

The Established Company

You have consistent revenue but need to optimize for profitability. You need to improve departmental budgeting, analyze new market opportunities, and ensure your financial strategy can support long-term, sustainable growth.

The Visionary Leader

You're an expert in your field, but not in finance. You need to delegate the financial complexity to a trusted partner so you can get out of the weeds and focus on leading your team, serving your clients, and driving the vision.

Your Complete Financial Leadership Solution.

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Have Questions? Get Them Answered In Your Free Strategy Call

We Use The Technology You Use

What Makes Us Different?

What makes our bookkeeping service different than others? A team with extensive multi-industry experience. A dedicated team approach and a technology-oriented focus set us apart from the rest.

Our Bookkeeping Services Will Exceed Your Expectations

We offer several bookkeeping service plans with price points that work in all growth stages. All plans include monthly accounting, bookkeeping, and detailed financial reporting that will help your business grow.