Are you feeling overwhelmed trying to manage your agency’s finances on your own?
Whether you’re grappling with cash flow issues, trying to navigate complex tax regulations, or just want better clarity around your profit margins, finding the right agency accounting services can make all the difference.
But let’s be honest—there are tons of options out there, and it can feel impossible to know which one is best for your agency.
No worries—we’ve done the hard work for you! We’ve rounded up three of the top accounting firms that specialize in digital agencies.
These firms aren’t your average agency accounting services; they understand the unique challenges agency owners face and offer services beyond just tax and accounting to help your agency grow.
Here’s a breakdown of the best agency accounting services in 2024, starting with our favorite, of course:
#1 Agency CPAs
Best known for: CFO, tax, and accounting for $1M+ agencies
When it comes to understanding the ins and outs of running a digital agency, Agency CPAs is at the top.
They’ve been around for a long time and specialize in helping million-dollar agencies grow their revenue while improving margins to increase their bottom line.
They’re well known for diving deep into your specific challenges, whether that’s cash flow, labor costs, profit margins, exit planning, or something else. They work exclusively with agencies and have helped numerous clients scale to multi-million dollar revenues and eventually sell.
Pros of working with Agency CPAs:
- Specialized in digital agencies: You won’t have to explain the difference between client retainers and one-off projects—they get it.
- Very hands-on approach: Unlike the average accounting firm, Agency CPAs is known for their high-touch client support, meaning they’ll dive deep into the numbers to help you 1:1 with hiring, pricing, margins, and more.
- Exit planning & scaling: If you’re thinking about getting your numbers in place for a potential exit, they’ve got the experience to guide you through it.
- Tax-saving strategies: They don’t just crunch the numbers; they help you plan and save on taxes, making sure you’re maximizing every deduction.
Cons of working with Agency CPAs:
- They don’t work with digital agencies that have less than $500,000 in revenue
💡 Client review: “Jim and his team are incredible partners. As a newer company in an ever-changing market, we have to make many strategic business decisions, and Jim and the team are amazing advisors that help guide us.” — Carly, agency owner.
#2 Blumer CPAs
Best known for: Growth consulting & coaching masterminds
If your agency is growing fast, or you’ve hit a plateau and need help planning your next moves, Blumer CPAs is a fantastic choice.
Similar to Agency CPAs, they don’t just offer bookkeeping and tax prep—they help you set long-term financial goals, track KPIs, and make sure you’re on the right path to hit your revenue targets.
Their team also offers advisory services to guide you through mergers, acquisitions, or bringing on new partners.
Pros of working with Blumer CPAs:
- Strategic planning focus: They go beyond the typical tax & accounting work to help you with strategic planning around cash flow and budgeting.
- Mergers and acquisitions: If you’re thinking about merging with another agency or bringing in a new partner, they’ve got the experience to guide you through it.
- Agency masterminds: They offer monthly group coaching options to agencies every year who prefer a group learning environment.
Cons of working with Blumer CPAs:
- They don’t just specialize in agencies; they work with other industries such as non-profits
💡 Client review: “Blumer CPAs helped us plan our next phase of growth. Their strategic advice on cash flow management and budgeting was game-changing for us.” — John, creative agency owner.
#3 Summit CPA Group
Best known for: Specializing in virtual CFO services for digital agencies
Summit CPA Group stands out as one of the top accounting firms for digital agencies because of its deep expertise in virtual CFO services.
If your agency has grown to the point that you need professional financial advice but can’t yet afford a full-time CFO or controller, Summit CPA Group is worth looking into.
Pros of working with Summit CPA Group:
- Virtual CFO expertise: Unlike a typical accounting firm, their core service is providing a year-round CFO solution.
- Remote-friendly: Their services are 100% remote, which is great for agencies operating in the digital space and needing flexibility.
- Financial forecasting: They’ll help you stay ahead by providing long-term financial strategies and insights
Cons of working with Summit CPA Group:
- Their CFO services are catered to agencies that are making $5M+ in revenue
- Their CFO package is on the pricier side, starting at $6,500/mo
💡 Client review: “Summit CPA is not just accounting. From the beginning, we could tell this was going to be a different kind of relationship. Each week we have a cashflow meeting and every month we have meetings for sales/invoicing, forecasting and monthly financial reports.” — Matt, agency owner.
