Bookkeeping for Marketing & Creative Agencies
Marketing, design, and creative agencies sell projects and retainers, often with freelancers in the mix. Ad spend paid for clients can blur the numbers. Clean books show which clients are truly profitable.
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
Your industry
How money moves for marketing agencies
Most marketing agencies get paid through monthly retainers, project fees, and pass-through ad spend. The biggest costs usually come from freelancers, software, team salaries, and client ad spend. Good books separate all of that so you can see what each part of the business really earns.
Retainers bring steady income, but large projects and ad spend you front for clients can drain cash. Clear billing terms keep you ahead. Agencies often blend W-2 staff with freelancers who need 1099s, and both need to be tied to client work.
Software, contractors, and equipment are common deductions. Client ad spend you pass through should be tracked separately so it does not inflate your income.
On Track Solutions works with marketing agencies in all 50 states. Kiana is a QuickBooks Online Certified ProAdvisor (Gold), and every client gets the same person handling their books each month.
Services
What we do for marketing agencies
Monthly Bookkeeping for Marketing Agencies
Clean, up-to-date books every month, done in QuickBooks Online by a Certified ProAdvisor.
Learn moreBookkeeping Cleanup for Marketing Agencies
Behind on your books? We audit, organize, and rebuild your records so you start fresh.
Learn morePayroll Services for Marketing Agencies
Payroll processed and recorded correctly every pay period, through a trusted payroll provider.
Learn moreYear-End & Tax Prep for Marketing Agencies
We close your books for the year and hand your CPA a clean, tax-ready package.
Learn moreFinancial Reporting for Marketing Agencies
Clear reports on the health of your business, explained in language you can understand.
Learn moreCash Flow Advisory for Marketing Agencies
Know when money is coming in and going out, with action steps to grow your profits.
Learn moreBookkeeping built for marketing agencies
Book a free 45-minute consultation. We will look at where your books stand today and map out a simple plan.
FAQ
Bookkeeping for marketing agencies: FAQ
Why do marketing agencies need a bookkeeper?
Client ad spend is mixed in with agency income. A bookkeeper who knows your industry fixes that and gives you time back to run the business.
What does bookkeeping for marketing agencies cost?
Pricing depends on your number of accounts and transactions. Call On Track Solutions at (214) 200-1231 for a free consultation and a flat monthly quote.
Do you work with marketing agencies outside Texas?
Yes. On Track Solutions is fully virtual and works with marketing agencies in all 50 states through QuickBooks Online.
What reports will marketing agencies get each month?
You get a Profit and Loss statement, a balance sheet, and a short summary of the numbers that matter to you, like profit by client and freelancer cost percentage.
Is your bookkeeper certified to work with marketing agencies?
Yes. Kiana is a QuickBooks Online Certified ProAdvisor (Gold). Call (214) 200-1231 to talk with Kiana directly about your business.