Monthly close
Keep bank and card accounts reconciled with a clear monthly rhythm.
Bookkeeping for marketing agencies
Monthly books built around how agencies operate.
QuickBooks monthly bookkeeping for marketing, creative, web, and paid ads agencies that need clean records, practical management reports, invoice and bill visibility, and better context around revenue and costs.
Review first: access, scope, pricing, timing, and reporting availability are confirmed before work starts.
01File reviewed
02Open items documented
03Scope confirmed
04Monthly path clarified
Agency monthly closeA clearer rhythm for agency finances.
- Transaction categorization and reconciliations
- Monthly P&L and Balance Sheet for management use
- Invoice and bill visibility when included
- Client/project views when records and QuickBooks setup support them
Agency-aware, not generic.
Retainers, projects, contractors, software, ad spend, client payments, invoices, and bills all affect how useful the books become.
Overview
Agency bookkeeping needs context, not just categories.
Marketing and creative agencies often have recurring retainers, project work, subcontractors, software subscriptions, ad spend, client invoices, vendor bills, and owner reimbursements. Monthly bookkeeping should make those moving parts easier to understand.
QuickBooks OnlineAgenciesMonthly closeCleanup first when needed
Service snapshotBookkeeping for Marketing Agencies
$300+monthly support
125–300transactions in public levels
Agencyspecific workflow
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.
Readable reports
Receive management P&L and Balance Sheet reports with notes and open questions.
Operational visibility
Track invoices, bills, and follow-up items when they are included in scope.
Reporting options
Add client or project visibility when records and QuickBooks setup support revenue and direct cost tracking.
Boundaries
What agency owners usually need to understand.
The work is not only about closing the books. It is about making the financial activity easier to explain so the owner can see what happened during the month.
Revenue flow
Retainers, one-off projects, deposits, and client payments should be organized consistently.
Delivery costs
Contractors, freelancers, software, ad spend, and production costs affect gross profit visibility.
Open items
Unclear transactions, missing details, and follow-up questions are easier to handle monthly than months later.
Decision context
Notes and highlights help reports become useful instead of just delivered.
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 want clean books and practical visibility.
This page is for marketing, creative, web, design, paid media, and PR agencies that want a steady monthly close, cleaner QuickBooks records, and practical visibility into open items.
Good fitAgencies using QuickBooks Online or willing to start with a file review before monthly support.
Scope driversTransactions, connected accounts, invoice and bill needs, cleanup status, payroll coordination, and reporting complexity.
Not promisedTax advice, audit or assurance work, financing outcomes, guaranteed profit improvement, or real-time analytics software.
Questions
Answers before you request a review.
Short, practical answers about scope, pricing, reporting, and next steps.
NicheDo you only work with agencies?
Yes. The service is built for marketing, creative, web, design, paid media, and PR agencies.
Monthly closeWhat is included in monthly bookkeeping?
Monthly support can include transaction categorization, bank and card reconciliation, management reports, notes, and invoice or bill visibility when included in scope.
PricingHow does monthly pricing work?
Public levels start at $300/mo and depend on monthly transactions, number of accounts, file condition, invoice or bill needs, and reporting scope.
ReportingCan I see profitability by client or project?
Sometimes. Client and project views depend on whether revenue and direct costs are tracked well enough. Unsupported views are documented instead of guessed.
Need a file-based answer?
Send the basics and get the practical next step before anything is quoted.
Request a review