Frequently Asked Questions

No judgment. We specialize in getting agencies organized and current, no matter where you’re starting from. We’ll work with you to prioritize what needs immediate attention (like payroll or upcoming tax deadlines) and then systematically get everything cleaned up and current. Many of our best client relationships started with messy books.

Not at all. While we’re based in Kansas, we serve marketing agencies across the United States. Our all-digital workflow means we can support your agency no matter where you’re located. We work with clients in multiple states and handle multi-state payroll compliance regularly.

We’ll need access to your accounting software, bank accounts, payment platforms (like Stripe or PayPal), and any existing financial records. During onboarding, we’ll guide you through exactly what we need and help you gather everything. We make the process as simple as possible.

Yes. We make transitions smooth and professional. We’ll coordinate with your current provider to ensure nothing falls through the cracks during the handoff. We’ll review their work, ask questions where needed, and make sure we have complete records before they step away.

QuickBooks is software. We’re people who use that software expertly on your behalf. The software doesn’t categorize transactions correctly for agency operations, reconcile accounts, track profitability by client, forecast cash flow, or coordinate with your CPA. We do all of that. Think of us as your outsourced accounting department.

Marketing agencies are our primary focus because we understand the unique financial challenges you face: retainer billing, project-based revenue, contractor management, and multi-platform payments. This specialization means we’re more efficient and provide better insights than a generalist accountant. While we’ve served other industries, our expertise is strongest with agencies.

Our all-inclusive model works best when we handle your complete financial picture. This allows us to provide better insights, catch issues earlier, and ensure everything connects properly for your CPA. That said, we understand every agency is different. Let’s talk about your specific needs and we’ll find the right solution.

You’ll receive monthly financial statements (profit and loss, balance sheet, cash flow), client revenue reports, expense reports by category, and any custom reports specific to your agency’s needs. We also provide quarterly profitability analysis and annual budget reviews. You have 24/7 access to your accounting software to view real-time data anytime.

We charge a one-time setup fee to cover the initial onboarding, system configuration, and catching up any backlog. Our service operates on a month-to-month basis with no long-term contract required. We earn your business every month by delivering value.

No. Your monthly fee covers everything we do for you, regardless of how busy things get. We don’t bill hourly, so you’ll never get a surprise invoice because you asked too many questions or needed extra support during tax season or a growth phase.

We accept ACH bank transfers, credit cards, and checks. Most clients prefer automatic monthly billing via ACH or credit card for convenience.

Yes. We work month-to-month, so you can cancel anytime with 30 days’ notice. We’re confident you’ll see the value in our service, but we don’t trap clients in long-term contracts. If we’re not delivering value, we haven’t earned your business.

Tax preparation is a specialized service that requires different expertise and licensing. We believe in doing what we do best—maintaining excellent books and providing financial insights—and partnering with tax professionals who specialize in tax strategy and compliance. This division of labor serves you better than trying to be everything.

Usually not. We work with most major accounting platforms. If your current software isn’t suitable for your needs or makes our work inefficient, we’ll discuss options with you. Any transition would be handled carefully to ensure no data is lost.

However works best for you. Most clients communicate with us via email for routine questions and updates. We’re also available by phone during business hours. We schedule regular check-ins (monthly or quarterly) to review your financials and discuss any questions or concerns.

Yes. This is one of the key insights we provide. We track revenue and expenses by client, helping you see which clients are worth the investment and which might be consuming disproportionate resources. This analysis helps you make smarter decisions about client acquisition, retention, and pricing.