Bookkeeping for Marketing Agencies
Organized, tax-ready books that support confident decisions and sustainable campaign growth.
Organized Books, Confident Decisions
With multiple clients, project-based revenue, and a mix of contractors and platforms, agency finances can be complex. We simplify it all, delivering organized books that give you clarity, control, and confidence for every decision.
Revenue Made Simple
Client retainers, project fees, and milestone payments are all tracked and categorized seamlessly, providing clarity into your agency’s earnings.
Payment Platforms, Organized
Track all payments (PayPal, wire transfers, checks, ACH) in one organized system, giving you full visibility and control over your cash flow.
Streamlined Reconciliation
Keep transactions matched, expenses categorized, and receipts organized with a seamless reconciliation process that saves you time and gives you clarity.
Agency-Focused Bookkeeping You Can Rely On
Designed for marketing agencies, our bookkeeping organizes revenue, payments, and expenses in a way that’s clear, actionable, and ready for your CPA, giving you insight and confidence in your financial decisions.
Revenue Tracking
- Client retainer billing
- Project-based income
- Performance bonuses and incentives
- Revenue by client and campaign
- Service line revenue categorization
- Monthly recurring revenue tracking
Expense Management
- Contractor and freelancer payments
- Software and tool subscriptions
- Client-specific project costs
- Team expenses and reimbursements
- Vendor payments and invoices
- Payment platform reconciliation
Financial Operations
- Multi-platform payment reconciliation
- Bank and credit card reconciliation
- Accounts receivable management
- Accounts payable processing
- Monthly financial close
- Document organization and storage
Bookkeeping Designed to Support Your Growth
We Track What Matters To Agencies
Your books are thoughtfully organized to highlight revenue by client, profitability by service line, and project costs versus budget, giving you clear insight into how your agency is performing.
We Speak Your Language
We understand the nuances of retainers, milestone billing, scope creep, and client payment cycles, allowing your financials to stay aligned with how your agency truly works.
We Keep You Tax-Ready Year Round
With organized, accurate records, your CPA has everything they need year-round, making tax time effortless and straightforward.
We Scale With Your Agency
Whether you’re a solo consultant or a growing team, our bookkeeping adapts seamlessly as your agency expands.
How Agency Bookkeeping Works
1.
Initial Setup and Integration
We connect all your payment platforms, bank accounts, and financial tools, and organize your chart of accounts specifically for agency operations. Tracking by client and service line is built in from the start, so your books are clear, organized, and tailored to your agency.
2.
Ongoing Monthly Management
Each month, we reconcile accounts, categorize transactions, and track client payments and contractor expenses. Your records stay organized, accurate, and ready for decision-making without any extra effort on your part.
3.
Monthly Financial Close
At month-end, we deliver clean, reconciled books and clear reports. You’ll see exactly where your money came from and where it went, giving you insight, confidence, and clarity to plan your next steps.
Comprehensive Bookkeeping for Your Agency
Monthly Financial Statements
Your profit and loss, balance sheet, and cash flow statements, organized and tailored for your agency so you always know exactly where your business stands.
Client Revenue Reports
Track revenue across clients, services, and projects with clarity, helping you understand where your income is coming from at a glance.
Expense Tracking by Category
Detailed expense categorization makes it easy to see where your money is going, giving you clarity and control over your finances.
Contractor Payment Records
Clean records of all 1099 contractor payments organized for year-end reporting.
Organized Documentation
Every receipt, invoice, and financial record is organized and stored digitally, so your books are always accurate, accessible, and audit-ready.
Direct Access to Your Bookkeeper
Quick, reliable answers from your dedicated bookkeeper, keeping your agency’s finances organized and under control.
Simple, Predictable Pricing
Your monthly bookkeeping fee is based on your agency’s transaction volume and complexity, making it easy to budget with confidence.
Our all-inclusive subscription covers bookkeeping, advanced accounting, and payroll processing. Everything your agency needs in one predictable plan.
Common Questions About Our Bookkeeping Service
How quickly can you get our books up to date?
Most agencies are current within 2-4 weeks of starting with us, depending on how far behind you are.
Do we need to switch accounting software?
No. We work with QuickBooks Online, Xero, and other major platforms. We’ll use what you already have.
What if we don't have a CPA yet?
We can recommend trusted tax professionals who specialize in working with marketing agencies.