Bookkeeping Cleanup & Catch-Up for Marketing & Creative Agencies
Behind on your books? We audit, organize, and rebuild your records so you start fresh. Built around how marketing agencies actually make and spend money.
What's included
- Full audit of your current books
- Catch-up of missing months or years
- Fixing miscategorized and duplicate transactions
- Reconciling every bank, loan, and credit card account
- Setting up a clean chart of accounts
- New procedures so the books stay clean
ProAdvisor Gold
QuickBooks Online certified
7 years
Small business owner experience
Free 45 min
Consultation, no strings
All 50 states
Fully virtual bookkeeping
Marketing & Creative Agencies
Bookkeeping Cleanup that fits the way marketing agencies work
Bookkeeping cleanup gets messy or months-behind books back in order. We audit what is in your accounting software, fix mistakes, catch up missing months, and reconcile every account. When we finish, you have a clean foundation you can build on.
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.
A common problem we see with marketing agencies: client ad spend is mixed in with agency income. When books fall behind, costs like freelancers, software, team salaries, and client ad spend get lumped together and you lose track of what each part of the business really earns. Our cleanup sorts it all out and sets up rules so it stays sorted.
On Track Solutions is fully virtual, so it does not matter if you run your business from Dallas, Denver, or anywhere in between. You get one dedicated bookkeeper, Kiana, who learns your business and keeps it on track month after month. Want the full picture? See our main bookkeeping cleanup & catch-up page or everything we do for marketing agencies.
Common speed bumps
Where marketing agencies get off track
Client ad spend is mixed in with agency income.
Freelancer costs are not tied to the clients they serve.
Some retainers lose money and no one can tell which.
The numbers we track for marketing agencies
- Profit by client
- Retainer vs. project revenue
- Freelancer cost percentage
- Pass-through ad spend
Pricing
Clear pricing, no surprises
Cleanup projects are quoted as a flat rate based on how many months are behind and how many accounts need work.
Every engagement starts with a free 45-minute consultation. We look at your accounts, your goals, and your timeline, then give you a flat quote in writing.
Get my quoteHow it works
- 1
Review the mess
We look at your current software, statements, and records to see how far behind things are.
- 2
Flat-rate quote
You get a clear quote and timeline before any work starts. No surprises.
- 3
Rebuild and reconcile
We fix errors, add what is missing, and reconcile every account month by month.
- 4
Hand-off
You get clean reports and simple procedures so you never fall behind again.
Why On Track
Why marketing agencies choose On Track Solutions
Certified ProAdvisor
Your books are kept by a QuickBooks Online Certified ProAdvisor (Gold), not an unknown offshore team.
Built for marketing agencies
We track what matters in your world, like profit by client.
Real answers, fast
Questions get a reply within 24 hours. You always know who is handling your books.
Secure and virtual
Everything runs in QuickBooks Online with secure access, wherever you are in the US.
Get your bookkeeping cleanup & catch-up handled
Talk with Kiana about bookkeeping cleanup & catch-up for your marketing agencies business. The first consultation is free.
FAQ
Bookkeeping Cleanup & Catch-Up for marketing agencies: FAQ
How much does bookkeeping cleanup & catch-up cost for marketing agencies?
Cleanup projects are quoted as a flat rate based on how many months are behind and how many accounts need work. Call On Track Solutions at (214) 200-1231 to book a free 45-minute consultation and get a clear quote for your business.
Can you handle bookkeeping cleanup & catch-up for marketing agencies if you are not local?
Yes. On Track Solutions is a fully virtual bookkeeping firm, so we work with marketing agencies in all 50 states. Everything happens securely in QuickBooks Online, by email, and by phone.
What makes On Track Solutions a good fit for marketing agencies?
We focus on small, service-based businesses, and marketing agencies are right in that sweet spot. We track the numbers that matter in your industry, like profit by client and retainer vs. project revenue.
Is your bookkeeping cleanup & catch-up team certified?
Yes. Kiana is a QuickBooks Online Certified ProAdvisor (Gold) with 7 years of small business owner experience. Your books are handled by a certified pro, not passed off to a stranger.
How fast can marketing agencies get started with bookkeeping cleanup & catch-up?
Most new clients are set up within one to two weeks of their consultation. Call (214) 200-1231 or send us a message, and we reply within 24 hours.