Year-End Close & Tax Prep for Marketing & Creative Agencies
We close your books for the year and hand your CPA a clean, tax-ready package. Built around how marketing agencies actually make and spend money.
What's included
- Full year-end review of every account
- Year-end adjusting entries
- Final Profit and Loss and balance sheet
- 1099 contractor review
- Organized tax-ready package for your CPA
- Questions from your CPA answered for you
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
Year-End & Tax Prep that fits the way marketing agencies work
Year-end close and tax prep takes away the pressure of getting your books ready for taxes. We review every account, make year-end adjustments, and put together a tax-ready package for your CPA or tax preparer. That saves you time and often saves you money on tax prep fees.
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.
At tax time, marketing agencies should pay close attention to a few things. Software, contractors, and equipment are common deductions. Client ad spend you pass through should be tracked separately so it does not inflate your income. We flag these items during year-end close so nothing gets missed and your tax preparer has what they need.
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 year-end close & tax prep 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
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee.
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
Year-end checklist
We send a simple checklist of what we need from you before year end.
- 2
Review and adjust
We review every account and make the adjustments needed to close the year.
- 3
Build the package
We put together your final reports and a tax-ready package.
- 4
Work with your CPA
We send the package to your tax preparer and answer their 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 year-end close & tax prep handled
Talk with Kiana about year-end close & tax prep for your marketing agencies business. The first consultation is free.
FAQ
Year-End Close & Tax Prep for marketing agencies: FAQ
How much does year-end close & tax prep cost for marketing agencies?
Year-end close is included for monthly clients. For everyone else it is quoted as a flat project fee. 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 year-end close & tax prep 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 year-end close & tax prep 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 year-end close & tax prep?
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.