Financial Reporting & Analysis for Marketing & Creative Agencies
Clear reports on the health of your business, explained in language you can understand. Built around how marketing agencies actually make and spend money.
What's included
- Monthly Profit and Loss and balance sheet
- Cash flow statement
- Month-over-month and year-over-year comparisons
- Custom reports by job, location, or service line
- Key numbers for your industry
- Plain-English summary with every report
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
Financial Reporting that fits the way marketing agencies work
Financial reporting and analysis turns your books into answers. We build the reports that matter for your business and explain them in plain English. You see what is working, what is not, and where your money is going.
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.
For marketing agencies, the numbers worth watching are profit by client, retainer vs. project revenue, freelancer cost percentage, and pass-through ad spend. We build your monthly reports around those numbers so you can see at a glance how the business is doing.
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 financial reporting & analysis 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
Reporting is included in monthly plans. Custom reporting packages are quoted after your free consultation.
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
Pick your numbers
We agree on the few numbers that matter most for your business.
- 2
Build the reports
We set up custom reports in QuickBooks Online around those numbers.
- 3
Deliver monthly
Your reports arrive each month with a short written summary.
- 4
Review together
We walk through the trends with you and answer your questions.
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 financial reporting & analysis handled
Talk with Kiana about financial reporting & analysis for your marketing agencies business. The first consultation is free.
FAQ
Financial Reporting & Analysis for marketing agencies: FAQ
How much does financial reporting & analysis cost for marketing agencies?
Reporting is included in monthly plans. Custom reporting packages are quoted after your free consultation. 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 financial reporting & analysis 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 financial reporting & analysis 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 financial reporting & analysis?
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.