Bookkeeping for agencies
Bookkeeping for marketing, design and creative agencies.
Retainers, project margins, contractor costs and WIP tracked properly in Xero, so you know which clients and projects are actually profitable.
No. 26365740★★★★★
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GoogleWhat we handle for you
- Weekly reconciliation in Xero
- Project and client profitability reporting
- Retainer revenue recognition
- Time-tracking integration
- Contractor and freelancer payments
Sound familiar?
Busy studio, full timesheets, and still not sure where the margin went.
You don’t know which clients or projects are profitable
Retainers are invoiced upfront but the work is spread across months
Freelancer and contractor costs blow out projects without anyone noticing
Media spend and pass-through costs muddy your real revenue
Time tracking and Xero don’t talk to each other
There’s a better way. ↓
How we do it
Agency bookkeeping isn’t standard small-business bookkeeping.
Project and client margin
Time, contractors and costs tracked against each client, so you see who’s profitable.
Retainer revenue
Retainers recognised month by month, not lumped in when they’re invoiced.
Media and pass-through costs
Ad spend and rebilled costs separated, so your real agency revenue is clear.
Contractor tracking
Freelancer invoices and costs coded cleanly to projects.
Time-tracking integration
Harvest, Toggl, WorkflowMax and Streamtime synced with Xero.
WIP and capacity
Unbilled work and upcoming capacity visible each month.
Built for every kind of agency
Marketing agencies
Media spend, retainers and performance fees separated so margin is real.
Design studios
Fixed-fee projects, revisions and freelancer costs tracked so jobs don’t quietly lose money.
Creative agencies
Production costs, talent and suppliers coded to each job and ready for client rebilling.
What’s included
- Weekly reconciliation in Xero
- Project and client profitability reporting
- Retainer revenue recognition
- Time-tracking integration
- Contractor and freelancer payments
- Payroll, super and STP
- Quarterly BAS lodgement
- Monthly P&L, cash flow and WIP report
Who it’s for
Not sure if we fit? Talk to us
Other industries
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