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Professional Solutions

Bookkeeping built for marketing agencies.

Retainer vs. project tracking, freelancer payments, and ad spend pass-through require specialized bookkeeping. We keep your agency profitable and compliant.

Discuss Your Marketing Agency

What We Solve

Marketing agency financial challenges.

Common Pain Points

  • Retainer vs. project revenue separation and tracking
  • Freelancer and contractor 1099 compliance
  • Ad spend pass-through and client reimbursement tracking
  • Utilization analysis and team productivity metrics
  • Client profitability reporting and analysis
  • Complex multi-client billing structures
  • Creative asset cost tracking and allocation
  • Campaign-based project margin analysis

Our Solutions

  • Retainer and project revenue separation with reporting
  • Contractor 1099 management and payment tracking
  • Ad spend tracking with client reimbursement reconciliation
  • Utilization rate reporting and team productivity analysis
  • Client-level profitability reporting and benchmarking
  • Flexible billing support for retainer, project, and hybrid models
  • Creative cost allocation and project margin tracking
  • Campaign performance financial reporting

Tech Stack

Tools we work with for marketing agencies.

We integrate with the software your marketing agency already uses.

QuickBooks
Primary accounting platform
Harvest
Time tracking and invoicing
FreshBooks
Cloud accounting and billing
Gusto
Payroll and HR
Bill.com
Accounts payable automation
Stripe
Payment processing
Xero
Cloud accounting alternative
AND.CO
Freelance business management

Who We Serve

Marketing agencies we work with.

Digital Marketing Agencies
SEO, PPC, and digital marketing firms with retainer clients and campaign-based project work.
Creative Agencies
Design, branding, and creative shops with project-based billing and freelancer collaboration.
PR Firms
Public relations agencies with retainer-based clients and media placement cost tracking.

Expected Outcomes

Results for your marketing agency.

40%
Better client visibility
100%
Ad spend accuracy
30%
Faster invoicing
Zero
Freelancer compliance issues

Related Services

Start with the right engagement.

Books Health Check
Assess the current condition of your agency bookkeeping.
$149
Books Restoration
Fix historical issues and establish a clean baseline.
$1,000 - $2,500+
Monthly Close
Ongoing bookkeeping with retainer and project tracking.
$450 - $750+/mo
Financial Control
Monthly close plus client profitability and ad spend reporting.
$750 - $1,200+/mo

Ready for agency-specific bookkeeping?

Book a free consultation. We'll discuss your retainer tracking needs, ad spend management, and client profitability analysis.

Book a Free Consultation