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You look after your clients.

We'll look after you.

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SERVICES

We’ll take care of the execution, but full control of your financial plan starts and ends with you. The Finance Agency works with your teams to integrate and improve processes and share final results so you’re always in the know.

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ACCOUNTING OPERATIONS

ACCOUNTS PAYABLE

Accounts payable is more than just entering invoices into your accounting system. We will fully manage your vendor relationships to ensure all back up is saved, all paperwork is complete, and all data is accurate.



BILLING & ACCOUNTS RECEIVEABLE

We understand billing is different for every agency and we work with your team to generate client invoices to keep cash flow moving and revenue being recognized ccorrectly. Once the invoice lands in your clients invoice, we will execute the communication to follow up to ensure outstanding invoices are kept to a minimum.



PAYMENT PROCESSING

We process both ACH payments and/or credit card payments. We will run a payment report weekly or monthly for you to approve and we will then process payments. Please note, we do not offer processing check payments for logistical reasons.



BOOKKEEPING

We will fully categorize your Quickbooks account. All sales and client payments will be reconciled appropriately, and all expenses and vendor payments will be matched accordingly. We strive to have your finances fully reconciled between 8-10 business days after the month closes, ready for your monthly CFO review.



FINANCIAL MANAGEMENT

CASH FLOW MANAGEMENT

If we manage your accounts payables and receivables, we then have the insight to manage your cash flow. We will review your cashflow forecast so we can be strategic about the timing of money coming in and funds going out.



FINANCIAL REVIEW

At the end of each month, we will finalize your finances and review the overall performance. Then we will provide you with guidance and strategy on how to meet your financial goals, and build a profitable and sustainable business. We also offer a one off full financial audit so you can have the reassurances your business finances are in order. We provide recommendations and fully reconcile your accounting system.



MONTH-END CLOSE

Depending on the accounting nature of your business, we will perform any month-end duties your finances require. This includes accruals, prepayments, and depreciation. We will also reconcile all balance sheet accounts including bank statements and credit cards.



PROJECT PROFITABILITY

When you’re a business that sells time, you need to make sure your time is being used efficiently. Reviewing the time your staff enters on projects isn’t to micromanage, but to give you an understanding of the effectiveness of your team against your client retainers. This will give you insight to how profitable your projects are. These reports will provide valuable data in your business to make strategic business decisions.



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ONE-OFF SERVICES 

PAYROLL

Our small business payroll solution makes paying your employees easier than ever. We do more than just calculate your taxes, we also file and pay your federal, state, and local payroll taxes every time payroll is run.



PERSONAL & BUSINESS TAXES

The Finance Agency doesn’t provide tax services, but we have a Tax Partner we work closely with to provide a streamlined and holistic service. We share the financial insight of your business to ensure tax deductions are fully utilized and we are operating in line with tax planning and compliance requirements. We, of course, work with any tax professionals as it’s more important to work with who you are most comfortable with. Although we don't file returns ourselves, tax strategy is always front of mind when managing your finances. We make sure to utilize as much of the business tax deductions as possible as well as have your finances tax season ready! Makes lighter work for your CPA/EA.



RECONCILIATIONS

We will compare all internal financial records against your monthly statements from external sources to make sure everything matches up with your books each month to make sure you’re not behind at the end of the year for tax season.



SYSTEM SET UP

New to using Quickbooks? We will help you effectively set up your Quickbooks account by fully categorizing everything and uploading all current expenses in a timely manner.



PROCESS IMPLEMENTATION

Time is money, so we will review your processes to ensure workflows are the most efficient and effective.



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?

CONTACT US
 - CLIENT LOVE - 
Lou and her team are amazing! She genuinely cares about the success of her clients. We had been searching for years for someone to care about our finances as if they were their own and we couldn't be more happy to have found Lou. She is trustworthy, responsible, organized and hardworking. Her ability to map out our financials and set goals with us is impeccable. Our business wouldn't be where it is without Lou and her team. We highly recommend working with The Finance Agency! 

- Aisha & Destinee | Marketing & PR Agency

LET'S CONNECT ON INSTAGRAM: @the_finance_agency