Bookkeeping for marketing & creative agencies
Retainers, project work, media spend, freelancers and international clients – we help agencies see which clients are profitable and keep cash flowing.
- Profit by client and retainer
- Media and pass-through costs tracked
- Freelancer and contractor payments sorted
Creative work, commercial results
Agencies juggle retainers, projects, media buying, subscriptions, freelancers and clients in multiple countries. It's easy for pass-through costs to go un-recharged, for retainers to be over-serviced, and for the agency to be busy but not profitable.
We work with digital, marketing, social, design, video and branding agencies to give them clean books and clear reporting.
- Over-servicing retainers
- Media spend not recharged
- Freelancer invoices everywhere
- Unclear profit per client
- Big clients paying late
How we help marketing & creative agencies
Agency bookkeeping
Monthly reconciliations tailored to agency income and costs.
Retainer & project billing
Recurring retainers and project milestones invoiced on time.
Media & pass-through costs
Ad spend and third-party costs tracked and recharged.
Freelancers & payroll
Contractor payments, employee payroll, super and STP.
International clients
Multi-currency invoicing and GST on exports of services.
Client profitability
Profit per client and retainer, so you can price with confidence.
A practical guide to bookkeeping for creative agencies
Marketing, digital, design and video agencies juggle retainers, project work, media spend, software subscriptions and freelancers – often for clients in several countries. Without a clear structure, agencies over-service retainers, forget to recharge pass-through costs and can't tell which clients are profitable.
Good agency bookkeeping separates media and pass-through costs from agency fees, tracks time against retainers and projects, and reports profit per client each month. How media spend is treated depends on whether the agency buys as a principal or as an agent, which affects revenue, GST and margins.
We connect your agency tools to Xero, MYOB or QuickBooks, manage freelancer payments and payroll, handle multi-currency invoicing and lodge your BAS and tax returns – giving you the numbers to price with confidence.
- Retainer & project billing
- Media and pass-through costs
- Freelancer payments
- Profit per client
- Multi-currency invoicing
- GST on exports of services
Built for the agency tech stack
We integrate your accounting with agency tools like Harvest, Float, Productive, Streamtime, HubSpot and Stripe, so time, projects and billing all line up. Subscription costs, ad platform receipts and freelancer invoices are captured automatically.
- Harvest & Float
- Productive & Streamtime
- HubSpot & Stripe
- Meta & Google Ads receipts
- Multi-currency
- Deferred revenue
- Monthly bookkeeping
- Accounts receivable
- Payroll & STP
- Business insights
- Company & trust tax
Getting started is easy
Switching bookkeepers is simpler than you think. We handle the transition for you.
Free consultation
A 30-minute chat about your business, your software and what's not working.
Fixed-fee proposal
A clear scope and fixed monthly fee – no timesheets, no surprise bills.
Onboarding
We tidy up your file, connect your apps and set up your reporting.
Ongoing support
Books, BAS, payroll and tax handled, with a real person on call.
Popular services for marketing & creative agencies
Accounts receivable
Invoicing and debtor follow-up so you get paid faster
Business insights
KPIs, budgets and cash flow forecasts that guide decisions
Financial reporting
Monthly P&L, balance sheet and cash flow reports
Payroll & STP
Pay runs, super and Single Touch Payroll handled for you
Accounts payable
Supplier bills entered, approved and paid on time
Company tax returns
Company returns prepared and lodged by a registered tax agent
Marketing & creative agencies bookkeeping FAQs
How should agencies treat media spend?
It depends on whether you're buying media as a principal or as an agent for the client. That affects how revenue, GST and margin are reported. We review your contracts and set up your accounts accordingly.
Do I charge GST to overseas clients?
Services to overseas clients can be GST-free if they meet the export rules. We'll check your arrangements and code invoices correctly.
Can you help us understand which clients are profitable?
Yes. We combine time tracking data with your financials to show profit per client and per retainer.
Other industries we support
Construction & trades
Job costing, progress claims, subbies and TPAR sorted.
ExploreHealth & allied health
Practice software, GST-free services and contractor pay.
ExploreArchitects & design
Project fees, WIP and profitability by stage.
ExploreDoctors & medical practices
Service fees, practitioner payments and payroll tax risk.
ExploreProfessional services
Billable time, retainers and utilisation reporting.
ExplorePrivate clients & families
Household finances, investments and family trusts.
ExploreE-commerce & online retail
Shopify, Amazon, Stripe and inventory reconciled.
ExploreGrowing businesses & startups
Systems, forecasts and structure for the next stage.
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