ACCOUNTING FOR MARKETING AGENCIES

Accounting That Doesn't Slow You Down

We help marketing agency owners bring structure to the financial side of their business: clean books, reliable reporting, and insight into what's actually driving profitability. So you can focus on clients and growth instead of chasing numbers.

SCHEDULE A STRATEGY SESSION

Identify Profitability by Client and Campaign

Know which accounts are actually making money and which are draining hours. Track margins by client, project, or service line so you can price smarter and staff better.

Get a Clear Picture of Cash Flow Considerations

Retainers, project fees, and milestone billing all hit differently. We help you understand the timing of money in and money out so you can plan payroll, contractor payments, and growth without surprises.

Stay Ahead of Contractor and Freelancer Costs

Agencies run on flexible talent. We help you track contractor expenses, handle 1099s, and manage classification so nothing slips through the cracks.

Plan Hiring and Capacity With Real Numbers

Know whether you have the margin to bring on a new strategist or designer. Forecast utilization and labor costs before you commit.

AN AGENCY FOCUSED CPA FIRM

We've Seen Your Problems Before

Retainers and project fees that blur together in your reports. Scope creep that quietly eats margin. Clients who pay in 60 days while contractors expect payment in 15. Confusion about whether your freelancers should actually be employees. We help agency owners untangle these issues and get clear on what's actually driving profitability.

LET'S CHAT

“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."

“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.”

“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.”

Accounting & Bookkeeping

We set up your books to track what actually matters for a marketing agency: revenue and margins by client, project profitability, contractor costs, and retainer vs. project income. You get monthly reporting that shows you where the money is coming from and where it's going.

GET RELIABLE FINANCIALS

Fractional CFO & Strategic Advisory

Should you hire that senior strategist or outsource the work? Can you afford to take on a lower-margin client to fill capacity? What happens to cash flow if your biggest account churns? We help you think through these decisions with real numbers, not gut instinct.

UNLOCK FINANCIAL CLARITY

Tax Support, Planning, & Preparation

Agency owners have options when it comes to entity structure, owner compensation, and deductions. We help you make the right calls , from quarterly estimates to retirement contributions, so tax season is predictable and you're not leaving money on the table.

MAKE SMARTER TAX MOVES

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