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Agency
Have your accounting operations completely handled by an experienced team that understands the industry and how agencies operate from a financial operations perspective.
Project Accounting
ACCOUNTS PAYABLE
Invoice entry
Allocating costs to projects
Payment runs
Vendor management including W9 & payment information
Annual 1099 filing
CLIENT BILLING
Agency fees
Project billing
Progressive billing
Pass-through
Media commisson
Contract reconciliation
ACCOUNTS RECEIVABLE
PROJECT MEETINGS
Project review with project management or account services to review budgets and project progress
TIMESHEET ANALYSIS
PROJECT PROFITABILITY REPORTING
Comparing budget vs actuals
Implement processes to improve data integrity and efficiency
Book a discovery call to get a quote
Financial Strategy
Have a financial partner to support your business strategies
Monthly financial strategy and review
Cash flow forecasting & management
Annual budgeting and quaterly forecasting
Financial operational strategy and guidance
Custom report and template building for better visibility and performance tracking in your business
Finance calls/meetings
Monthly fee starting at $997
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OUR PROCESS
BOOK A DISCOVERY CALL
TAILOR DESIGNED ACCOUNTING PACKAGE
MANAGE YOUR FINANCES
Reach out to us here. Let’s get to know each other and find out how our team can support yours.
We’ll create the perfect custom package for your team that can be adjusted anytime.
We become an extension of your team and start managing your finances after a brief onboarding process.
LET'S CONNECT ON INSTAGRAM: @the_finance_agency
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