Agency CPAs - Advisory, Tax & Bookkeeping for the Creative Agency

When your agency financials are uncertain, the fear of the unknown can impact your entire business.

Are you worried whether your taxes & bills are getting paid on time?

Are you sure you can afford the next unexpected expense that comes your way?

If you’re uncertain about your finances, how can you be sure you’re making the right decisions for your company?

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Get expert advice to make the right financial decisions.

Wouldn’t it be great to make financial decisions with confidence?

We are CPAs for the creative agency. We know that growing your agency comes with constant change, and that too often, that growth is hindered by uncertainty. We build personalized strategies to support agency growth and long-term profitability. Agency clients are creative and move fast. We come alongside them to install financial structure on top of the agency model, helping to streamline bookkeeping, automate the tax process, and make sense of their financials, so they can focus on running their agency with confidence, knowing their finances are in good hands.

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From our Blog

$14,000 tax Credit Per Employee. Don’t miss it!

01/25/2021 | Mariah Elliott | agency tax deduction, business tax deduction, business tax planning, cares act, covid, employee retention credit, erc, PPP

New legislation means new benefits for agency owners! Under the Consolidated Appropriations Act passed in December, you’re now eligible for both PPP loan money AND tax credits for employees. Here’s everything you need to know about the Employee Retention Tax Credit (ERC) and what it means for you. What is the Employee Retention Tax Credit (ERC)? The Employee Retention Tax Credit is a refundable tax credit (up to $7,000 per employee per… Read more

What our clients are saying

"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."

Brandon, Social Studies

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.

Leja, Sweden Unlimited

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.

Samir, Methods & Metrics

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