Who We Help › Professional & Service Businesses
Who We HelpBookkeeping for Marketing Agencies
& Consultancies
Marketing agencies manage client media budgets, retain contractors, and have revenue recognition questions around project milestones that require an expert bookkeeper who understands the agency model.
Book a Free ConsultationNo obligation · 30-minute call · Federally authorized Enrolled Agent
The Specific Challenges We Solve
Media Budget Pass-Through Accounting
Agency-managed ad spend billed to clients must be tracked as a pass-through — not as agency revenue — or your P&L will overstate income and generate incorrect tax obligations. We set this up correctly from the start.
Contractor Costs and Year-End 1099s
Most agencies rely on a mix of employees and 1099 contractors. We track every contractor relationship, monitor the $600 threshold, and handle year-end 1099-NEC filings so you're never scrambling in January.
Project Profitability by Client
Do you know which clients are actually profitable after staff time, contractor costs, tools, and overhead? We set up job-level tracking so you can make informed decisions about which accounts to grow and which to reprice.
A Bookkeeper Who's Also a Federally authorized Enrolled Agent
Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.
Ready to Get Your Books in Order?
Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.
Book a Free ConsultationNo obligation · Flat monthly rates · Federally authorized Enrolled Agent