Services — Creative Agencies & Professional Services
Your clients trust you with their business. You should trust your numbers.
Creative agencies, consulting firms, and service businesses face a unique challenge: every client engagement has its nuances, every project has its own margin to protect, and cash flow depends on collecting. You bill for time and expertise — but you're never quite sure which projects made money and which ones drained resources.
The Real Problem
Two places where agency finances break down.
Project profitability is a mystery
- Time tracking that doesn't connect to actual costs
- Scope creep that eats margins without anyone noticing
- Retainers that look great until you calculate hours delivered
- Subcontractors and freelancers making cost allocation messy
Cash flow timing creates constant pressure
- Net payment terms while payroll and expense timing is out of sync
- Retainer clients who pay monthly but consume hours unevenly
- Big projects where fulfillment timelines lag — pushing cash collection back
What You Get
A Controller + Accountant team — built for how service businesses work.
This isn't generic accounting. It's financial operations built for how agencies actually run — by client, by project, by service line.
- Clean, accurate books with proper revenue recognition
- Client-level P&L tracking so you know who's profitable
- Accounts receivable management — aging reports, collection tracking
- Expense categorization tied to projects and departments
- Project margin analysis — planned vs. actual, by client and service type
- Cash flow forecasts based on your pipeline and payment terms
- Utilization tracking for team members (billable vs. non-billable)
- Monthly financial reviews that connect activity to profitability
- Weekly cash position updates tied to invoicing and collections
- Monthly reporting by client, project type, and service line
- Proactive insights on which work is profitable and which isn't
- Strategic recommendations on pricing, capacity, and hiring timing
Why This Works Differently
Reporting built for how you actually run your business.
Built for your business model
We don't just give you a P&L — we build reports by client, by project, by service line, so you can see exactly where you're making money and where you're leaking it.
We think like operators
We understand that "revenue" doesn't mean anything if the project isn't scoped right or the client is slow to pay. We look at your business through an entrepreneur's lens — focused on what drives sustainable growth.
Focused on what's ahead
Historical financials are useful, but what matters is using that data to make better decisions about project scoping, pricing, team capacity, and when to hire. We help you see what's coming.
Is This You?
This is for you if…
- You're doing $1M–$20M in revenue (sweet spot: $3M–$10M)
- You sell time, expertise, or creative services
- You have 5+ team members and multiple concurrent client engagements
- You want financial clarity without hiring a full-time Controller or CFO
- You know which clients are painful — but not which ones are actually unprofitable
What Happens Next
How we get started.
Financial Health Assessment
Before we touch your books, we diagnose the system. We evaluate 10 financial domains and deliver a prioritized action list — 15–30 items — with our recommendation on the top 5 to tackle first.
Cleanup (If Needed)
If your books are a mess, we fix them before moving into ongoing work. Cleanup ranges from 4–8 weeks depending on complexity. Not fast — but necessary.
Ongoing Partnership
Once the foundation is clean, we move into a monthly cadence: your Accountant closes the books, your Controller analyzes and reports, and together we keep you ahead of what's coming.