Books that keep up with every project, retainer, and contractor.
Whether you run a marketing agency, a creative studio, or a consulting firm, agency money is messy by nature — project revenue, monthly retainers, and a rotating bench of freelancers. We keep all of it clean, so you can see what's recurring, what each project earns, and what actually lands in your pocket.
Always.
Some months look incredible. But how much of that is predictable retainer income — and how much walks out the door the day a project wraps?
The bookkeeping headaches agencies know too well.
Recurring and project revenue blur together
Retainers and one-off projects land in the same bucket, so you can't tell how much income is actually predictable month to month. We separate them, so your true recurring base is clear.
Contractor payments & 1099s pile up
A dozen freelancers, different rates, and a scramble every January. We track it all year and have 1099s ready before the deadline.
Income and expenses land in one messy pile
Software, contractors, subscriptions, and client work all blur together, so it's hard to see where the money's really going. We categorize it cleanly, every month.
Built for how agencies actually run.
One monthly engagement, shaped around the way creative businesses really make and spend money.
Project & retainer tracking
Revenue mapped cleanly to clients and engagements.
Contractor payments & 1099s
Tracked all year, filed on time, no January scramble.
Recurring vs. project revenue
Predictable retainer income tracked apart from one-off work.
Clean expense categorization
Software, subscriptions, and contractors, sorted clearly.
Software & subscription tracking
The whole agency tool stack, categorized.
Monthly close by the 10th
Clean, decision-ready reports every month.
I finally stopped dreading my books. Everything's handled in the background and my reports show up like clockwork every month.
A bookkeeping & accounting practice for growing businesses who want decision-ready books. Personal by design.
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Get in touch
- Book a discovery call
- [email protected]
- (385) 257-9602
- South Jordan, UT 84095
- Serving Utah & clients nationwide