Bookkeeping + advisory for marketing agencies
Profit First bookkeeping for marketing agencies
Know what your agency really earns, price with confidence, and pay yourself on purpose.
01 / The problem
Sound familiar?
- 01
Revenue is steady, but you don't know how much you can safely pay yourself.
- 02
Contractor and freelancer costs make it hard to tell which clients are actually profitable.
- 03
You're not sure your pricing reflects your expertise now that AI is changing how the work gets done.
02 / Our approach
Profit First, built for agencies
The standard Profit First formula wasn't designed for a business that relies on contractors and freelancers to deliver the work. We customize it for agencies, accounting for those delivery costs and the mix of retainer and project income, so your profit, taxes, and owner's pay are based on what your agency really earns.
03 / Pricing in the age of AI
Your expertise matters more than ever.
AI has made content and campaigns faster to produce than ever, and the market is filling up with work that all sounds the same.
What sets an agency apart now is what AI can't supply on its own: years of marketing and branding experience, and the judgment to know what will actually work for a client. The tools are powerful, but they're only as good as the expertise guiding them.
As AI changes how the work gets done, we help make sure your pricing reflects that expertise, not just the hours it takes.
04 / For growing agencies
Finance, operations, and growth, together.
One big client can feel like the answer, until it ends.
In our Growth tier, we work with you across three areas that depend on each other.
Finance
Healthy profit margins on every client.
Operations
An agency that doesn't depend on you for everything.
Revenue growth
A steady pipeline, so you're never relying on one client to carry the business.
The result is more consistent revenue and fewer ups and downs in your cash flow.
See pricing for agencies →05 / Have questions?
Have questions?
Pricing, taxes, software, and more are answered on our FAQ page.