Built for your industry
Bookkeeping Built for Marketing Agencies
Agency books have a signature failure: ad spend flowing through the P&L makes revenue look bigger than the business is. An agency billing $2M with $1.2M of pass-through media is an $800k business, and pricing, hiring, and even selling the agency all go wrong when that distinction is blurry. Clean agency books start by separating what you earn from what you pass through.
- QuickBooks Gold ProAdvisor
- Intuit Certified Bookkeeper
- Intuit Enterprise Suite Certified
- IRS PTIN Holder
What agency books need to get right
- Ad spend and media pass-through separated from fee revenue, whether you bill gross or the client pays the platforms directly
- Retainers recognized over their period, project fees at milestones, deferred revenue tracked, not ignored
- Client-level profitability: revenue against the labor and contractor hours that served each account
- Contractor pods and freelancers with clean W-9/1099 records and costs mapped to clients
- Software stack costs (the quiet $3–8k monthly leak) categorized and reviewed
- Client concentration visible, because one anchor account is a strategy and a risk at the same time
The number agencies ignore
Delivery margin, fee revenue minus the fully loaded cost of the people delivering it, is the agency's real health metric. We compute it monthly by client. Most owners are surprised twice: once by which clients are best, once by which are secretly free work.
Taxes, handled by the same firm
We prepare business and owner tax returns exclusively for our bookkeeping clients, your return gets built on agency books we closed ourselves, twelve months in a row. Quarterly estimates included. Business Tax Preparation Services
What it costs
A flat monthly fee, quoted in writing after a free discovery call and a look at your QuickBooks file. Month to month, no hourly billing. Behind on the books? Fixed-fee cleanup first. Cleanup & Catch-Up Bookkeeping Services
Founder-led service
Ivan Dyakov
Ivan leads client strategy, major relationships, and service standards, supported by a specialized delivery process built for consistency.
Meet the founder- QuickBooks Gold ProAdvisor
- Intuit Certified Bookkeeper
- Intuit Enterprise Suite Certified
- IRS PTIN Holder
A clear next step