From our Blog

Tax Impact – Remote Employees in New States

Decentralized work is booming. Employees can work from all over the country. At the same time, it’s creating a web of compliance complexity for agencies. “What do I do if I have a remote employee working from a new state?” Rule of thumb – follow the “physical presence” rule. This states you are required to withhold employee taxes in the state where the work is performed. An example: HQ is…  Read more

What our clients are saying

Ss Logo

"Jim and co. helped me get a handle on my business so I could just….lead. We built dashboards, we lead with clear goals and made plans accordingly. That might sound like table-stakes, but when you are a solo founder juggling 20 FTEs, you need someone awake at the wheel guiding you to your promised land."

Sweden Unlimited Logo Block

Through the years I’ve found myself frustrated when working with consultants or CPAs that would advise us as if we are selling widgets, not services. There’s so many nuances to our business that I felt it was time to start working with a CPA that knew the ins and outs of the particulars of agency finance - from cost and revenue per employee targets, to realistic profit goals, to tax planning for us owners. Jim was also instrumental during the first few months of the Covid pandemic in guiding us through the PPP application process and helping us make rapid decisions when many variables were changing on a daily basis. I highly recommend working with Jim and his team for any agency owner.

Methods Metrics

Jim continually gives me the insights and advice I need to run my business well. I know that when I ask a question, I'm getting meaningful feedback based on market experience versus just general benchmarks. We would not have seen the growth and financial stability we have now, if it were not for Agency CPAs. When we have specific questions regarding how our agency should manage its financials, Agency CPAs already know the answer. It saves time and increases overall effectiveness - making our financials just that much stronger.

Agencies we work with


Programetrix Logo

Methods Metrics

Netamorphosis Logo



Social Studies

Sweden Unlimited






Qb Logo

Receipt Bank Badge

Billcom Logo

Gusto Logo

In the news

Swenk Podcast
Want to keep your agency on top of taxes? Sign up for The Agency Tax Newsletter!