Know Your Agency’s
Real Profit Every Month
CFO-level accounting and tax strategy, built specifically for agencies.
No long-term contracts, cancel anytime
This is for you if:
This is not for you if:
Get Financial Clarity Without Thinking About Accounting
We give you clean books, real-time insights, and proactive tax planning. You make decisions and run your agency.
See your real profit every month (not just revenue)
See cash issues before they become problems
Make decisions with real numbers, not gut feel
Built for Agencies,
Not Generic Businesses
Agency-first accounting with modern tools, clean reporting, and fast answers.
Agency-specific reporting
Monthly profit clarity
Taxes handled proactively
Support that actually responds
What Agency Owners Say
He genuinely cares. He took the time to understand how my agency runs and tailored everything to fit perfectly.
Arthur
Founder, Gravity Funnels
Working with AgencyBooks has been so helpful for my business. I knew it was something that I needed to invest in.
Ava
Founder, Brandied
It just really brings me a peace of mind, but it also helps me to make better business decisions.
Eric
Founder, Contractor Growth
The Cost of Guessing Your Numbers
Most agencies don’t fail - they quietly bleed profit.
Overpaying taxes by $10k–$30k per year
Financial Clarity Guarantee
Within your first 90 days, you will have:
Clean, accurate books you trust
A clear understanding of your real profitability
And a proactive plan for upcoming taxes
If you don’t, we’ll continue working with you at no additional cost until you do.
Bonus: If our work ever causes penalties, missed filings, or incorrect tax estimates, we fix it and cover the cost.
How it Works
Book a short call
Quick call to confirm fit, scope, and the right plan.
Get Connected
We connect your tools, clean the baseline, and set your close cadence.
Continued Partnership
Monthly close, on-time reporting, and fast support every month so you stay ahead
Simple, Transparent
Clear financials in 90 days or we work free until you do.
All plans include accounting and tax filing.
Tax preparation, filing, and tax planning are provided solely by an independent CPA firm under a separate engagement and billing arrangement. AgencyBooks is not a CPA firm and does not prepare, sign, or file tax returns.
In Their Words
Real feedback from agency owners.
David has done an amazing job in communicating all of these ideas in a more digestible manner.
Ava
Founder, Brandied
I can't say enough how valuable his service has been to me and my business.
Eric
Founder, Contractor Growth
I needed a reliable financial partner who truly gets the agency model. And that's exactly what I found here.
Arthur
Founder, Gravity Funnels
Frequently Asked Questions
Know Your Agency’s Real Profit Every Month
Clean books. Clear margins. Zero surprises.
Clear financials in 90 days or we work free until you do.
No long-term contracts. Cancel anytime.