Revenue views
Client or project revenue can be shown when activity is tracked consistently.
Agency reporting support
See revenue, direct costs, and gross profit more clearly.
Internal reporting support for agencies that want better client or project visibility when records, tagging, and QuickBooks setup support the view. Reports are built from the books, not guessed.
Review first: access, scope, pricing, timing, and reporting availability are confirmed before work starts.
01File reviewed
02Open items documented
03Scope confirmed
04Monthly path clarified
Internal management reportingUseful only when the records and QuickBooks setup support it.
- Revenue by client or project when tracked
- Direct costs reviewed before gross-profit views
- Assumptions and gaps documented
- Management use only, not audit or assurance
No fake precision.
If the data does not support a client or project view yet, the gaps are documented instead of forcing a misleading report.
Overview
Client and project reporting starts with clean inputs.
Agency owners often want to know which clients, projects, retainers, or services are actually contributing to gross profit. That visibility is possible only when revenue, direct costs, contractors, software, ad spend, and assumptions are tracked in a way the books can support.
QuickBooks OnlineAgenciesMonthly closeCleanup first when needed
Service snapshotAgency Reporting Support
Clientviews when feasible
Directcosts mapped
Internalmanagement use
Use this page to understand fit, scope, pricing logic, and the practical next step before sharing sensitive details or committing to work.
What gets clarified
Clear scope before cleanup, monthly work, or reporting.
The review keeps expectations grounded in the actual file, not assumptions.
Direct costs
Contractors, software, ad spend, and delivery costs are reviewed before gross-profit views.
Gross profit
Reports can show gross profit before shared overhead when the setup supports it.
Assumptions
Gaps, unsupported views, and assumptions are written down so the report is not overtrusted.
Boundaries
What reporting can and cannot do.
Reporting can make patterns easier to see, but it does not guarantee profits, tax savings, financing, or better decisions. It depends on clean records, consistent setup, and reasonable assumptions.
What it can clarify
Revenue and direct costs by client or project when the underlying records are set up correctly.
What it cannot replace
A dedicated agency analytics platform, utilization system, audit, assurance report, or CFO-level forecast.
What may come first
Cleanup, account mapping, invoice or bill review, and consistent categorization may need to happen before reporting.
What stays visible
Assumptions, limitations, and open questions are shown alongside reporting views.
Pricing clarity
Public starting levels, then file-based scope.
Monthly pricing uses simple starting levels. Cleanup uses the same level logic multiplied by months behind, with final scope confirmed after review.
For lower-volume agency books: up to 125 transactions and 2 accounts.
For growing agencies: up to 200 transactions, 3 accounts, and stronger monthly visibility.
For higher-volume agencies: up to 300 transactions, 4 accounts, and more reporting needs.
Cleanup pricing
Estimate the starting point before a review.
Cleanup is usually modeled from the monthly level that fits the file, multiplied by the months behind. Final scope is confirmed after access, records, and open items are reviewed.
01Match the level
Based on monthly transactions, accounts, reporting needs, and invoice or bill visibility.
02Choose the months
Use the number of months that need catch-up, cleanup, or reconciliation work.
03Review the file
Missing information, old reconciliations, integrations, and unusual items can change final scope.
Estimate cleanup starting point
Monthly levelChoose the closest activity tier
Estimated cleanup starting point
This is a starting point, not a quote. Final pricing depends on file condition, access, missing information, and cleanup complexity.
Fit
Best fit for agencies that ask, “Which work is actually worth it?”
This page is for agency owners who want more than a standard P&L and understand that client or project visibility needs clean records first.
Good fitAgencies with client/project records, contractor or direct cost activity, and a willingness to document assumptions.
Common blockerMessy old books, inconsistent client naming, uncategorized costs, missing bill detail, or revenue not tied clearly to clients/projects.
Practical outcomeA clearer management view of what records and QuickBooks setup support today and what needs cleanup before deeper reporting.
Questions
Answers before you request a review.
Short, practical answers about scope, pricing, reporting, and next steps.
AvailabilityCan every agency get client profitability reporting?
No. Reporting depends on how revenue and direct costs are tracked. If the records do not support it, the gaps are documented first.
ScopeIs this included with bookkeeping?
Some reporting is included when the records, tagging, and QuickBooks setup support it. More detailed client/project views may require cleanup, better direct-cost tracking, or a QuickBooks setup that supports project-level visibility.
AccuracyAre these audited reports?
No. These are internal management reports, not audits, reviews, compilations, or assurance reports.
ToolsIs this a replacement for agency analytics software?
No. It is bookkeeping-based management reporting. It can support financial visibility, but it is not a full utilization, forecasting, or project-management platform.
Need a file-based answer?
Send the basics and get the practical next step before anything is quoted.
Request a review