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.

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Ready to get started?

LET'S CONNECT ON INSTAGRAM: @the_finance_agency