Marketing & Consulting Agencies

Marketing & Consulting Agencies, Business Coaches, PR and Branding Firms:
You’re Growing Fast, But Where’s Your Money Going?

Whether you’re a start-up, boutique or a medium size company that
may already be freelancing some of your work, if you’re not getting
top quality bookkeeping and accounting services or the strategic thinking
of a professional CFO, you could be bleeding cash and never know it. Especially
if, as the Founder/CEO of your company, you are doing the books yourself or delegating to someone else whose primary job isn’t accounting or finance.
Are You Experiencing Any of These Problems?
- Cash flow swings from project-based income
- No system for tracking profit by client/campaign
- Unclear hiring or growth decisions

If you are, it’s time you and your team get back to doing what you love
and let us give you clarity, steady cash flow, and greater profitability by
keeping more of your cash every month. Bookkeeping is more than payroll and billing. Plus, well help you gain insight into hiring and growth decisions Our fractional CFOs can help you achieve your short- and long-term goals including overcoming financial challenges, guiding growth and strategic planning, implementing systems and automation, raising capital, and navigating audits or transactions, all without the cost of a full-time in-house CFO.
Complimentary Client Profitability Audit
to identify hidden leaks and uncover true profit margins

During this free call, we will:

Analyze a recent project to identify potential profit leaks.
Provide you with 1-2 immediate actionable steps to improve your cash flow.
Outline a clear path to knowing exactly which clients and campaigns are most profitable.

Free Strategy Call

Want accurate books and less financial stress? We’re here to help. We use modern cloud accounting tools to eliminate the guesswork. 
Schedule your free strategy call today
Let’s review your setup, fix what’s broken, and build a better bookkeeping system for your business.

    We respect your privacy. You will only be contacted to confirm your audit details.

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    Stop DIY Bookkeeping, Accounting, Tax Prep and Listening To Your Own Financial Advice. Book A Free Strategy Call, Get Back To Doing What Your Love, And Rize!