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Industries We Serve

Bookkeeping for Agencies & Marketing

Pass-through ad spend is not your revenue.

Remote bookkeeping — monthly close, cleanup, and books ready for your CPA.

Agencies that buy media on behalf of clients routinely book the full pass-through as revenue, inflating the top line and destroying any read on real margin. Retainers and project work compound it.

Pass-through separated

Client media spend never inflates your revenue line.

Margin per client

Real profitability by account, so unprofitable ones surface.

Retainers as liabilities

Recognized as delivered, not on receipt.

Freelancers tracked

Contractor spend coded for accurate 1099 reporting.

What we handle

  • Separating pass-through ad spend from agency fee revenue
  • Client and project-level profitability
  • Retainers recorded as liabilities until earned
  • Contractor and freelancer 1099 tracking
  • Recognizing project revenue as work is delivered

Common problems we fix

  • Pass-through media spend inflating revenue
  • No client-level margin, so unprofitable accounts persist
  • Retainers recognized on receipt rather than as earned

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

View pricing

How It Works

1

Free review

We look at how your agencies & marketing books are set up today.

2

Fix the structure

Chart of accounts rebuilt around how your industry actually earns and spends.

3

Catch up

Anything behind gets cleaned up at a fixed quoted price.

4

Close monthly

Current, reconciled books every month — ready for your CPA.

Agencies & Marketing — Frequently Asked Questions

Do you understand agencies & marketing specifically?

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Yes — that is the point of setting the books up by industry. Agencies that buy media on behalf of clients routinely book the full pass-through as revenue, inflating the top line and destroying any read on real margin. Retainers and project work compound it.

Do you work in my existing accounting file?

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Yes. We work inside your file so you keep ownership and full visibility. If you do not have one set up yet, we build it around your industry from the start.

Can you help if I am months behind?

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That is our specialty. Cleanup is quoted at a fixed price after a short no-obligation review, so you know the cost before any work begins.

Related

Bookkeeping built for agencies & marketing

Book a free consultation and we will tell you what your books need — and what it costs.

  • Done-for-you
  • Solo or group
  • Nationwide

Get Started

Tell us where your books stand and we will get back to you shortly.

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