Bookkeeping for Service Businesses, From Creative Agencies to Consulting Firms.

We run books for service businesses in the US, creative agencies, consultants, studios, and similar companies, project-based and retainer billing, contractor payments, and margins that actually reflect how the work gets priced.

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Why It Matters

Built for Project and Retainer Billing, Not a Generic Invoice Template.

Service businesses don't bill like most companies, work is priced by project, by retainer, sometimes both in the same month, and contractor payments often make up a large share of costs. That's as true for a marketing agency as it is for a consulting firm or a design studio. Generic bookkeeping tends to flatten all of that into one invoice category and lose the margin picture. We track project and retainer revenue separately from contractor and vendor costs, so you can actually see which engagements are profitable, whatever kind of service business you run.

What We Handle

Project & Retainer Revenue

Tracked separately by engagement type, so margins are visible project by project, not blended into one number.

Contractor & Freelancer Payments

Payment tracking with 1099 prep support. We track and report the numbers; filing itself stays with your own CPA or tax preparer.

Irregular Project Timing

Monthly close that keeps up with real project timing instead of forcing it into a flat monthly average.

10-Day Monthly Close

Clean, closed books on a schedule you can plan around, the same close target we hold across every client.

Reviewed Before It's Yours

Working papers and reporting delivered on your timeline, reviewed by senior staff before they reach you.

Project & Client-Wise Reporting

Every project or client engagement broken out in your reporting, not folded into one blended total.

In Practice

Real Service Businesses, Across Categories.

Service businesses, including creative agencies, are part of our real, diverse US client base

We track project and retainer revenue separately from contractor and vendor costs, so you can actually see which engagements are profitable, whatever kind of service business you run.

FAQ

Service Business Accounting, Answered.

Can you track margins by project or client engagement?

Yes. Project and retainer revenue are tracked separately from contractor and vendor costs, so you can see which engagements are actually profitable.

Do you handle 1099 prep for contractors?

We track and report the numbers behind 1099 prep. Filing itself is handled by your own CPA or tax preparer.

How do you handle irregular project timing in the books?

The monthly close is built to keep up with real project timing instead of forcing it into a flat monthly average.

How fast do you close the books each month?

Within 10 business days, the same close target we hold across every client.

Let's talk about your numbers.

Tell us where things stand today. We'll give you a straight answer on what it'll take to get them right.