CPA FOR AGENCIES

Finance Support That Feels Like Part of Your Team

We work alongside agency owners and leadership teams to deliver clear financial insight, stronger margins, and scalable systems without the cost or complexity of an in-house finance department.

 

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Accounting & Finance Solutions Built to Support Growing Agencies

Running an agency means juggling client work, people, pricing, and cash flow all at the same time. Revenue comes in different ways. Expenses move faster than billing. And it is not always obvious which clients or services are really pulling their weight.

We help agency owners bring order and clarity to that complexity. Clean books, clear reporting, and financial insight that shows what is working and what is not. So you can run the business more effectively, plan ahead with confidence, and make decisions without second guessing the numbers.

TESTIMONIALS

Don't take it from us, here's what our clients are saying:

"A year ago, my books were a mess. I had no idea where money was going, and I felt like I was driving blind. Today, I know exactly what's happening with my money, and I have an amazing team that gives me great advice, and they're so fun to work with."

“As a small business tax strategy is crucial. I was looking for a partner rather than just a CPA, Igor and his team delivered on that. Helping me navigate the best approach to my taxes and multi state filings. If you are looking for someone to walk along side of you Iota Finance will. It is obvious that Igor cares about the people he works with."

John B Johnson
PRINCIPAL, A SMALL STUDIO John B. Johnson

“Igor has been absolutely phenomenal! One of my struggles has been finding a CPA that is organized, professional, and has the same standard of communication style as my team. Igor has been such a dream to work with and has proven to be so reliable, knowledgeable, and responsive, consistently exceeding our expectations.”

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FOUNDER & CREATIVE LEAD, VCREATIVE MIAMI Vania Portilla

“As I continue to build my company, Igor has become an invaluable resource. He offers unique insights that have helped me navigate complex financial decisions, allowing me to focus on growth and strategy. His proactive approach and deep understanding of business finances make him an essential partner for any entrepreneur looking to succeed.”

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FOUNDER, LEADERSHIP PROGRESS COACHING Gavin Aydelotte
HOW WE HELP

Consistent Support You Can Rely On

Financial reports are only useful if they help you run the business. Otherwise, they are just numbers on a page.

At Iota Finance, we focus on translating financial data into clear, practical insight. We help you understand what the reports are actually telling you about margins, cash flow, and capacity so you can make better decisions day to day and plan ahead with confidence. That clarity gives agency owners a stronger grip on the business and fewer surprises as things change.

Know Which Clients and Services Are Actually Profitable

See margins by client, project, and service line so you know where to focus and what to fix.

Stay Ahead of Cash Flow and Hiring Decisions

Understand how billing cycles, payroll, and contractor costs affect cash so you can plan hires and investments with confidence.

Spend Less Time in the Weeds

Clean systems and reliable reporting mean fewer fire drills and less time chasing numbers every month.

Make Decisions Without Guessing

Clear insight into performance gives you confidence when pricing work, adjusting capacity, or planning the next phase of growth.

Accounting Support Built for How Your Agency Runs

Not all agencies run the same way, and their finances shouldn’t be treated that way either. We tailor our support around how your agency operates day to day so your numbers reflect reality and support better decisions as you grow.

Marketing, Creative, & PR Agencies

We help agencies see which clients and services are most profitable, manage cash flow needs, and plan taxes as the business grows.

Explore Marketing Agency Accounting

Recruitment & Staffing Agencies

We help staffing and recruiting firms stay ahead of payroll, commissions, and cash flow while keeping margins and tax obligations under control.

Development & IT Agencies

We help development and IT agencies manage long projects, milestone billing, and mixed teams so finances stay clear as you scale.

FREE RESOURCE

[Need an Agency Lead Mag]

Get an instant view of your startup’s financial runway.  Enter your numbers, test different scenarios, and see exactly how long your cash will last.

The interactive burn rate calculator helps you plan smarter, raise earlier, and sleep better.

CALCULATE YOUR BURN RATE
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Accounting & Finance Services Built for Agency Owners

Most agencies don’t need an in-house finance team. They need experienced accounting and finance support they can lean on, the same way their clients lean on them.

We’re here to help you run a better business, not just close the books or file your taxes (though we’ll do that too!). We act as your finance partner, handle the heavy lifting, and bring structure and insight without adding headcount or complexity.

Accounting & Bookkeeping for Agencies

Accounting should help you run your agency, not just close the books. Your numbers need to line up with client work, services, and team costs so you can see what is really happening.

We build and manage accounting systems designed specifically for agencies. That means tracking revenue and costs by client and service, closing the books cleanly each month, and delivering reports you can actually use.

GET RELIABLE FINANCIALS

Fractional CFO & Strategic Advisory

Advisory support should help you make better decisions, not just react to the past. You need a clear view of cash flow, margins, and capacity so you know when to hire, invest, or change course.

We act as a strategic finance partner for agency owners. That means forecasting cash flow, modeling hiring and growth scenarios, and helping you understand the impact of pricing, client mix, and resourcing decisions before you make them.

UNLOCK FINANCIAL CLARITY

Built-In Tax Support, Planning, & Preparation

Tax support should be predictable and proactive, not a once a year scramble. Agency owners need to understand how taxes affect cash flow and personal income throughout the year.

We manage tax planning and preparation as part of an integrated setup. That includes quarterly estimates, year-end filings, and planning around entity structure, compensation, and deductions to help you make the right decisions.

MAKE SMARTER TAX MOVES
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See What the Numbers Say About Your Agency

You don't need to build your own finance team to run a well managed agency. You need experienced support that understands how your business works and helps you make better decisions as you grow.


If you want a finance partner that fits the way agencies operate, let’s talk.

RESOURCES

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