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Bookkeeping for Marketing Agencies: See Profit by Client

Retainers, campaign invoices, and freelancer costs make agency finances hard to follow. I keep your books organized by client so you can see which ones are profitable.

Plans start at $700/month, plus one time setup.

I bring 20+ years of bookkeeping and accounting experience. I reply to new inquiries within one business day and routine client questions within two business days.

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Clarity for Your Agency

Laptop and financial records illustrating monthly retainer income for marketing agencies

Retainer Income

Financial charts and a tablet illustrating revenue tracked by marketing agency project

Project Revenue

Project plans and calculator illustrating contractor costs assigned to marketing agency projects

Contractor Costs

Loose financial records becoming organized folders for monthly marketing agency reports

Monthly Reports

What I Handle for Your Agency

Why project-based revenue needs a closer look

Financial reports and charts illustrating project cost analysis for marketing agencies

Monthly Bookkeeping

Transaction categorization, account reconciliation, and monthly reports keep agency income and expenses organized.

Disorganized records becoming organized files, illustrating bookkeeping cleanup

Cleanup & Catch-Up

Resolve overdue reconciliations and inconsistent categories, with a cleanup scope based on the condition of your books.

Magnifying glass over financial records illustrating a bookkeeping review

Bookkeeping Review

Review client income and project costs, with practical recommendations for clearer reporting.

How Healthy Are Your Books?

Use this 10-minute checklist to identify unreconciled accounts, contractor payment gaps, cleanup risks and weak project-profitability tracking.

Click here to download

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