What we focus on for agencies

Project-based revenue and a heavy salary load make agencies tricky to manage with off-the-shelf bookkeeping. We focus on the metrics partners actually use to make hiring and pricing decisions.

  • Project- and client-level P&L reporting
  • Utilization, realization, and effective bill rate
  • Retainer revenue recognition and deferred balances
  • Subcontractor and 1099 management
  • Time tracking integration (Harvest, Toggl, Float)
Pain points we solve

What we hear from agency owners

"I don't know if a project made money until months later"

We close projects monthly, not at handoff. You see real margin while you can still act on it.

"My utilization number is unreliable"

We tie time data to the GL, so utilization, realization, and effective bill rate roll up the same way every month.

"Retainers and project revenue are a mess"

Proper deferred revenue, milestone recognition, and revenue schedules. Audit-defensible and decision-useful.

Talk to a finance lead who knows agencies

Our intake call gets straight to the operational questions that matter for your business. No generic discovery.