Agency numbers, made clear.
From client profitability to contractor management, we handle the specialized accounting behind a growing agency, so you can scale on real margins.
Where agencies get stuck.
Client profitability
Understanding true profitability per client after accounting for all labor and overhead.
Contractor management
Freelancer payments, 1099 compliance, and contractor vs. employee classification.
Retainer tracking
Monthly retainers, utilization, and handling scope creep on projects.
Cash flow timing
Bridging the gap between contractor payments due and client invoice collections.
Same business. Same twelve months. Different ending.
What staying put quietly costs
- Project profitability invisible until the retainer is already underwater.
- Contractor 1099s and multi-state filings held together with reminders.
- Feast-and-famine cash swings absorbed by your own sleep.
What changes when we take it
- Margin per client and per project, visible while you can still reprice.
- A 13-week cash forecast that turns famine months into planned months.
- Clean books that make the agency sellable, not just busy.
The fourteen-day assessment costs nothing and you keep every deliverable either way. The only thing at risk is another year of the left column.
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The full agency accounting stack.
Books, billing, 1099s, dashboards. One team you can call.
- Client-level P&L tracking
- Contractor 1099 management
- Retainer and project tracking
- Scope tracking and change orders
- Media spend and pass-through accounting
- Cash flow forecasting
- Agency-specific KPI dashboards
- Freelancer payment optimization
- Revenue recognition for project work
- Multi-client time allocation
What you get, every plan
- Books closed on your plan's schedule, every month.
- All fifty states covered.
- Open seven days a week.
- 14 days. No card. Keep the deliverables.
Agency accounting questions.
How do you track profitability by client?
We implement client-level accounting that tracks all revenue and costs associated with each client, including allocated team time, freelancer costs, direct expenses, and overhead. This gives you true visibility into which clients are driving profit and which may need repricing.
Can you manage our contractor 1099s?
Yes. We handle end-to-end contractor management including W-9 collection, payment tracking, 1099 preparation and filing. We also help ensure proper classification between contractors and employees to avoid costly misclassification issues.
How do you handle media spend pass-throughs?
We implement pass-through accounting that cleanly separates client media spend from your agency revenue. This ensures accurate gross vs. net revenue reporting, proper cash flow management, and clear visibility into actual agency margins.
What are your goals?
We map your client mix, your retainer economics, and your true profitability. You keep every deliverable.
Curious how we stack up? See how we compare to Pilot →