Bookkeeping for Marketing & creative agencies

Know which retainers actually make you money.

Agencies live and die on margin per client — and most agency books can’t answer the only question that matters: who’s profitable? We set your books up so they can.

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Revenue is up, cash is tight, nobody knows why

Retainers, projects, and pass-through media spend blur together until margin is a mystery.

Two clients pay late and payroll gets scary

Lumpy receivables plus a monthly payroll nut is the classic agency cash squeeze.

The office manager “does the books”

Between everything else. The P&L runs two months behind and gets trusted by no one.

What we handle

  • Client- and service-line profitability tracking
  • Retainer vs. project revenue separation
  • Pass-through expense handling (media spend, contractors)
  • Systematic receivables follow-up
  • Payroll coordination with your provider
  • Clean handoff to your tax preparer

Numbers we watch for you

  • Margin by client
  • Effective rate per head
  • AR aging
  • Monthly recurring retainer base

Most agencies land on the Growth plan; those planning hires or a second office add Controller-Lite forecasting.

See pricing →

Ready for books you never have to think about?

A 30-minute conversation. No pitch deck, no pressure — just an honest look at where your books stand.

Book a consultation