Monthly Bookkeeping for Creative & Marketing Agencies
Stop chasing receipts and guessing your numbers. We keep your books accurate and up to date so you can focus on winning clients and delivering great work.
Sound familiar?
These are the challenges we hear from agency founders every week.
Your books are always months behind
You only find out how the business is really doing at year end — by which point it is too late to make any changes. Decisions get made on gut feeling rather than actual figures.
Revenue recognition is confusing
Retainers, project fees, media passthrough, and milestone payments all need different treatment. Most generalist bookkeepers lump everything together, giving you a misleading picture.
Receipts and expenses pile up
Team expenses, software subscriptions, freelancer invoices, and client recharges all need categorising correctly. Without a proper system, things slip through the cracks and you overpay tax.
What's included
Everything you need, handled by accountants who specialise in agencies.
Monthly transaction reconciliation
Every bank transaction categorised and reconciled in Xero, so your books are always accurate and up to date.
Accounts receivable and payable tracking
We track who owes you money and what you owe, so you always know your cash position and can chase invoices before they become a problem.
Receipt capture and expense management
We set up Apron or Dext so your team can snap receipts on their phones. No more shoeboxes of paper at year end.
Monthly management reports
A clear P&L and balance sheet every month, with commentary on what has changed and what to watch out for.
Agency-specific categorisation
We separate media spend passthrough from agency revenue, track project profitability, and categorise contractor costs properly.
Frequently asked questions
We set up your Xero chart of accounts to separate media spend passthrough from your actual agency revenue. This means your P&L reflects your true gross profit rather than inflating revenue with money that is just passing through.
We work exclusively with Xero. All plans include a Xero subscription and Apron for receipt capture. If you are on a different platform, we will handle the migration for you.
We aim to have your monthly reconciliation completed within 10 working days of the month end. You will receive your management reports shortly after, so you are never more than a few weeks behind.
Yes. We will perform a health check on your existing Xero file, tidy up any miscategorisations, and restructure the chart of accounts if needed to give you better reporting going forward.
Ready to get started?
Get your books in order — book a free consultation
Free Financial Health CheckNo obligation. No hard sell. Just a genuine conversation about your agency's finances.