Agencies

More clients. More complexity.

You need the numbers and advisory to keep up.

You started with one client. Now you have a team, multiple retainers, and a business that looks nothing like it did two years ago.

The spreadsheet that used to work does not anymore.

This is where we come in.

BOOK A FREE CALL

What you get

  • Tax-Ready Financials

    Clean, audit-ready books that will delight your tax accountant and actively reduce your year-end preparation bill.

  • Proactive Cash Flow Planning

    Forward looking cash management so you never have to stress about an upcoming payroll, tax installment, or surprise expense.

  • Decision-Ready Reporting

    A strategic partner in your corner giving you the data and clarity to know exactly when to hire, invest in new tools, or expand your footprint.

  • Project Profitability Analysis

    Deep dive insights into your margins so you know exactly which clients, projects, and services are actually driving your bottom line.

  • Sustainable Growth Strategy

    High level advisory focused on maximizing your revenue and scaling your profits without compromising your commitment to your people or the planet.

This Is For You If

You run a growing agency and your finances need to keep pace. You want a CPA who understands your business, speaks plainly, and is there when you need them.

Service Tiers

We offer 3 packages - see pricing here

Robin

Bookkeeping Essentials

Monthly bookkeeping, reconciliations, and expense tracking. The foundation every growing agency needs.

Falcon

Advanced Bookkeeping

Everything in Robin, plus cash flow management, deeper reporting, and the financial visibility to make confident decisions.

Eagle

Fractional CFO & Controller

Strategic financial leadership for agencies ready to scale. Forecasting, planning, and a CFO in your corner, without the full time hire

Our Process

  • Contact us

    We start with a 30 minute conversation to understand your business, your current setup, and what’s not working. No commitment required

  • We set up & take over

    We takeover or setup your Xero or clean up any backlog, and establish a consistent quarterly or monthly rhythm. You hand off the books for good.

  • Communicate Clearly

    Every client is different. We stay flexible and responsive to make sure the process fits you. We communicate clearly and regularly.

  • Clear reports every month or quarter

    Each month or quarter you get a financial reports that tells you exactly where your business stands and flags anything that needs your attention.

LET’S GET STARTED

Book a free discovery call. No sales pitch, just an honest conversation about where you are and what you need.

Get started now