Agencies & Services Bookkeeping
Project profitability, retainer tracking and clean monthly books — bookkeeping for agencies, consultancies and service firms.
Book a free consultationBookkeeping for agencies & services
Whether you bill by the hour, the project or the retainer, the question is always the same: which work actually makes money. That needs books that track profit by client and by engagement, not just a lump of revenue.
We keep clean monthly books and the reporting to see which clients and services earn — and which quietly don’t.
What we handle
- Project profitability — profit by client and engagement
- Retainer tracking — recognised correctly over the term
- Time & billing sync — from your practice tools into the books
- AR & collections — invoices tracked so cash comes in
- Clean monthly reporting — the numbers to price and plan by
Know what earns
Agencies and service firms often carry a few clients that lose money without anyone noticing. The books are where that shows up — if they’re kept at the client level.
We structure the reporting so profitability by client and service is visible, and pricing decisions have real numbers behind them.
Talk to usHow we deliver it
Ready for books you don’t have to think about?
Send us view-only access to QuickBooks or Xero and we will tell you exactly where your books stand — free, no obligation, and yours to keep whether or not you hire us.
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