Know which clients actually make you money.
Project profitability, retainer accounting, and utilization tied to real financials, closed every month for creative and digital agencies.
Book a Free CallWhere agency books go wrong
Project-based businesses fail standard bookkeeping in predictable ways.
You cannot tell which clients make money
Revenue looks fine in total while two accounts quietly lose money on scope creep. Without client-level margins, pricing is guesswork.
Retainers and projects blur together
Mixed billing models booked the same way wreck your revenue recognition and make monthly comparisons meaningless.
Contractor costs lag the work
Freelancer invoices land weeks after the project closes. Without accruals, every project looks profitable until the bills arrive.
Utilization lives in a spreadsheet
The number that drives your entire business is tracked by hand, out of date, and disconnected from the financials.
What we take off your plate
Fixed monthly plans. Start where you are, add oversight as you grow.
Foundation
from $500/mo
Bookkeeping & monthly accounting for businesses that need clean, current books without hiring in-house.
Start with BookkeepingGrowth
from $1,000/mo
Controller oversight for businesses that have outgrown basic bookkeeping and need disciplined closes.
Add Controller OversightScale
Contact us
A fractional CFO plus the full finance stack underneath: books, close, forecasts, and board-ready reporting.
Talk to a CFOWe work inside your stack
Not sure your books are in good shape? Run the free 25-point health check and find out in five minutes.
Agency finance questions
What agency owners ask before handing over the books.
Get client-level margins, monthly
Thirty minutes. We look at your billing models and volume, and quote a fixed monthly number on the spot.
Book a Free Call