Agencies operate at speed — retainer accounting, client profitability, media spend reconciliation, and cash flow management require a finance partner who understands the pace.
How We Help Digital Agencies
Fast-paced, creative businesses need finance that moves at their speed.
Agency-Specific Financial Challenges
We've worked with agencies at every stage — from bootstrapped to PE-backed to acquisition targets.
Retainer & Project Accounting
Monthly retainers, project-based contracts, and hybrid models all require different revenue recognition approaches. We ensure your books reflect reality — not just cash in the door.
Client Profitability
Knowing which clients are profitable (and which aren’t) requires tracking direct labor, overhead, and pass-through costs at the engagement level. We build the reporting to give you that clarity.
Media Spend & Pass-Throughs
Managing client media budgets, reconciling ad platform spend, and handling pass-through billing creates complexity. We build clean processes so nothing falls through the cracks.
M&A Readiness
The agency roll-up trend means clean financials and clear EBITDA narratives are essential. We help agencies build deal-ready books — whether you’re acquiring or being acquired.
Dave and team are the unsung heroes of our company. So good at their jobs, always keep the trains running on time.
CEO, Confidential Client
Outsourced CFO
Running a digital agency?
From retainer accounting to exit readiness — we've been in the trenches with agencies just like yours.
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