CPA for Marketing & Creative Agencies—Financial Clarity for Growing Firms
Agency life moves fast—client wins, project deadlines, contractor invoices, and the constant question of "are we actually profitable on this account?" We work with marketing, creative, and digital agencies to bring financial clarity to the chaos. From managing 1099 contractor compliance to optimizing your entity structure as you scale, we help agency owners make smarter decisions with real numbers.
Who we serve
- Boutique & Specialist Agencies: SEO shops, paid media agencies, content studios, PR firms
- Full-Service & Integrated Agencies: Multi-discipline firms with complex service mixes
- Freelancers Going Agency: Solo consultants scaling into a team model
- Agency Owners Planning an Exit: Preparing financials for valuation or acquisition
Services include
- Tax Return Preparation: Personal and business returns with proper treatment of retainer revenue, project-based income, and pass-through deductions
- Tax Planning for Agency Owners: Quarterly projections, estimated payments, strategies for lumpy/seasonal revenue
- Monthly Accounting & Reporting: P&L by client/project, gross margin tracking, cash flow forecasting
- Contractor & Payroll Management: 1099 compliance, W-2 processing, reasonable compensation for S-Corp owners
- Entity Structuring & Optimization: LLC vs. S-Corp analysis, multi-member operating agreements, partner compensation
Request a consultation to discuss your marketing practice and how we can help.
