Bookkeeping and accounting for marketing agencies
The foundation everything else stands on: accurate, current books that make your reporting, your taxes, and your CFO’s advice actually reliable.
Day-to-day accounting, done right
Bookkeeping is unglamorous and completely load-bearing. If the underlying records are wrong, every report, forecast, and tax return built on them is wrong too. Our team handles the general ledger, categorization, reconciliations, and monthly maintenance so your books are accurate and current — not a scramble at year-end.
We set up and maintain QuickBooks around how agencies actually operate: project and client tracking, pass-through costs, retainers, and the vendor relationships that clutter most agency ledgers. The result is books that a controller and CFO can build on without redoing the foundation first.
A clean handoff up the stack
Because the same firm staffs your bookkeeper, controller, and CFO, nothing gets lost in translation. The books are kept the way the controller needs them closed and the CFO needs them analyzed. When you grow into needing more, the people already know your business — there is no re-onboarding.
What’s included
- General ledger maintenance and transaction coding
- Bank and credit-card reconciliations
- Accounts payable and receivable processing
- QuickBooks setup, cleanup, and management
- Monthly financial statement preparation
- Vendor and expense tracking built for agencies
Who we provide this to
We deliver bookkeeping & accounting exclusively for the industries we come from:
Common questions
How should QuickBooks be set up for a marketing agency?
Around your work: a chart of accounts and class/project structure that separates fee revenue from pass-through costs, tracks profitability by client and project, and cleanly handles retainers. We set this up so your reporting is meaningful from the first month, not just tax-ready.
Let’s talk about your bookkeeping & accounting.
Tell us where things stand today and we’ll show you what senior, agency-specific support looks like — without the full-time cost.