Yes! While we specialize in bookkeeping for creative and digital marketing agencies, our bookkeeping frameworks scale seamlessly to support other service-based businesses.

No. By focusing exclusively on bookkeeping, we ensure our clients receive the highest standard of specialized service. However, we work closely with CPAs and EAs and can provide clean financials to make tax filing stress-free.

Yes! If you love your current plan but just need space for a few more transactions or an extra account, you don't have to pay for a whole new tier. We can easily adjust your current plan with modular add-ons: +$75 per additional account or +$75 per block of 50 transactions. You only pay for the exact volume your agency needs.

Client tracking (Growth Tier) looks at the macro level, grouping all revenue and costs under one client name to show if that account is profitable overall.

• Client A: $500 Net Income

• Client B: $300 Net Income

• Client C: (-$200) Net Loss

Project tracking (Advanced tier) drills down to the micro level, splitting your data across individual campaigns or jobs for that client, like separating a website build from an SEO audit.

• Client A: $500 Net Income

  • Website Build: $1,000 Net Income

  • SEO Audit: (-$500) Net Loss

• Client B: $300 Net Income

  • Q1 Ad Campaign: $600 Net Income

  • Brand Video: (-$300) Net Loss

• Client C: (-$200) Net Loss

  • Logo Design: $400 Net Income

  • Copywriting Scope: (-$600) Net Loss

Yes. We require all clients to be on QuickBooks Online to ensure maximum efficiency, automation, and accurate reporting.

It starts with a discovery meeting to discuss your agency's goals and review your current setup. From there, we perform a diagnostic review, align on scope, and transition your data smoothly into our client portal.

We protect deep work by communicating asynchronously through TaxDome. If a live chat is needed, meetings can be scheduled in advance. We do not use phone support.

We deliver your financial packages on a predictable monthly cadence, usually within two to three weeks after the close of the previous month.

Never. We will never ask for your primary bank passwords. We connect to your bank feeds securely through QuickBooks Online's view-only integration, or we will guide you on how to set up a secure, view-only 'accountant user' login.

Bank security updates occasionally disconnect feeds in QuickBooks Online. If this happens, we will notify you through TaxDome with simple steps to re-verify the connection so we can keep your data flowing seamlessly.