Monthly Bookkeeping for Marketing & Creative Agencies

Monthly bookkeeping keeps your books accurate all year, not just at tax time. Each month we categorize every transaction, reconcile your bank and credit card accounts, and send you a clear Profit and Loss statement. You always know where your business stands.

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.

Most marketing agencies get paid through monthly retainers, project fees, and pass-through ad spend. Your biggest costs usually come from freelancers, software, team salaries, and client ad spend. We set up your chart of accounts around those real numbers, so every dollar lands in the right place and your monthly report actually tells you something useful.

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 monthly bookkeeping page or everything we do for marketing agencies.