Marketing Agencies

Know Your Agency’s
Real Profit Every Month

So You Can Spend, Hire, and Pay Yourself With Confidence

We handle the numbers. You make the decisions.

CFO-level accounting and tax strategy, built specifically for agencies.

Clear, decision-ready financials in 90 days or we work free until you do

START SCALING PROFIT

No long-term contracts, cancel anytime

Clear, decision-ready financials in 90 days or we work free until you do

Trusted by growing agencies using:

This is for you if:

You run a profitable agency and want financial clarity

You review your numbers monthly

You care about profit, cash flow, and tax planning

This is not for you if:

You’re looking for the cheapest option

You don’t review your numbers on a regular basis

You’re pre-revenue or just getting started

The Cost of Guessing Your Numbers

Most agencies don’t fail - they quietly bleed profit.

Overpaying taxes by $10k–$30k per year

Hiring too early because cash flow looked “fine”

Growing revenue while profits silently shrink

Hiring too early because cash flow looked “fine”

Growing revenue while profits silently shrink

What You Get

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

Why Us

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

Results

What Agency Owners Say

“AgencyBooks completely took the stress out of bookkeeping for me. David truly understands the agency model and tailored everything to how my business runs. Having such an organized, proactive financial partner gives me real peace of mind knowing my books are always in great shape.”

Arthur

Founder, Gravity Funnels

Arthur

Founder, Gravity Funnels

Arthur

Founder, Gravity Funnels

“Before working with David, my books were 6–12 months behind and tax season was a nightmare. Now our numbers are always clean, my accountant’s standards are met, and I spend very little time on finances. Everything is professional, organized, and easy to review. David has honestly been a godsend.”

Joe

Founder, Quattrone Brands

Joe

Founder, Quattrone Brands

Joe

Founder, Quattrone Brands

“Before AgencyBooks, I had no real bookkeeping system and tax season was a nightmare. Now everything is organized, I understand my finances, and I know I’m on the right track to scale. David explains things in a way that actually makes sense. I’d absolutely recommend Agency Books.”

Ava

Founder, Brandied

Ava

Founder, Brandied

Ava

Founder, Brandied

“Before working with David, keeping my books in order felt overwhelming. Now everything is organized, I understand my numbers, and I can make smarter decisions with confidence. Agency Books has been incredibly valuable to my business.”

Eric

Founder, Contractor Growth

Eric

Founder, Contractor Growth

Eric

Founder, Contractor Growth

Simple

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

Pricing

Financial Control for
Digital Marketing Agencies

Clean books. Predictable profit. Zero financial surprises.
Stop guessing. Start scaling. Full financial control in 90 days.

Clean books. Predictable profit. Zero financial surprises.

Stop guessing. Start scaling. Full financial control in 90 days.

CFO+

Build a valuable asset, not just a profitable business.

$2500/mo

Profit Visibility Guarantee

Everything in Growth, plus:

12-month financial growth roadmap

Pricing & margin optimization

90-day cash runway forecast

Dedicated monthly CFO strategy call

Advanced tax structuring (holding companies, multi-entity)

Proactive tax strategy (4x per year)

Executive reporting by the 7th

Best For: Agencies $1.5M+ scaling toward exit or aggressive growth.

PARTNER WITH A CFO

Only 2 clients/quarter • White-glove service

CFO+

Build a valuable asset, not just a profitable business.

$2500/mo

Profit Visibility Guarantee

Everything in Growth, plus:

12-month financial growth roadmap

Pricing & margin optimization

90-day cash runway forecast

Dedicated monthly CFO strategy call

Advanced tax structuring (holding companies, multi-entity)

Proactive tax strategy (4x per year)

Executive reporting by the 7th

Best For: Agencies $1.5M+ scaling toward exit or aggressive growth.

PARTNER WITH A CFO

Only 2 clients/quarter • White-glove service

CFO+

Build a valuable asset, not just a profitable business.

$2500/mo

Profit Visibility Guarantee

Everything in Growth, plus:

12-month financial growth roadmap

Pricing & margin optimization

90-day cash runway forecast

Dedicated monthly CFO strategy call

Advanced tax structuring (holding companies, multi-entity)

Proactive tax strategy (4x per year)

Executive reporting by the 7th

Best For: Agencies $1.5M+ scaling toward exit or aggressive growth.

PARTNER WITH A CFO

Only 2 clients/quarter • White-glove service

Growth

From guessing to knowing. Build predictable profit and minimize taxes.

$850/mo

Profit Visibility Guarantee

Everything in Essentials, plus:

See true profit within 90 days or it’s free

Know which clients & services drive margin

KPI dashboard (Revenue, Margin, Cash)

Proactive tax strategy (2x per year)

Hire and price based on real numbers

Executive reporting by the 15th

Best For: Agencies $250k–$1.5M who want predictable profit.

START SCALING PROFIT

Limited to 12 clients/quarter for quality

Growth

From guessing to knowing. Build predictable profit and minimize taxes.

$850/mo

Profit Visibility Guarantee

Everything in Essentials, plus:

See true profit within 90 days or it’s free

Know which clients & services drive margin

KPI dashboard (Revenue, Margin, Cash)

Proactive tax strategy (2x per year)

Hire and price based on real numbers

Executive reporting by the 15th

Best For: Agencies $250k–$1.5M who want predictable profit.

START SCALING PROFIT

Limited to 12 clients/quarter for quality

Growth

From guessing to knowing. Build predictable profit and minimize taxes.

$850/mo

Profit Visibility Guarantee

Everything in Essentials, plus:

See true profit within 90 days or it’s free

Know which clients & services drive margin

KPI dashboard (Revenue, Margin, Cash)

Proactive tax strategy (2x per year)

Hire and price based on real numbers

Executive reporting by the 15th

Best For: Agencies $250k–$1.5M who want predictable profit.

START SCALING PROFIT

Limited to 12 clients/quarter for quality

Essentials

The minimum you need to stay compliant and organized.

$500/mo

No guarantee

Accurate monthly financials

On-time tax filings & quarterly estimates

Clear view of cash in and out

No IRS surprises or penalties

Standard reporting by the 20th

Best For: Early-stage founders under $250k who need financial stability.

GET ORGANIZED

No capacity limits

Essentials

The minimum you need to stay compliant and organized.

$500/mo

No guarantee

Accurate monthly financials

On-time tax filings & quarterly estimates

Clear view of cash in and out

No IRS surprises or penalties

Standard reporting by the 20th

Best For: Early-stage founders under $250k who need financial stability.

GET ORGANIZED

No capacity limits

Essentials

The minimum you need to stay compliant and organized.

$500/mo

No guarantee

Accurate monthly financials

On-time tax filings & quarterly estimates

Clear view of cash in and out

No IRS surprises or penalties

Standard reporting by the 20th

Best For: Early-stage founders under $250k who need financial stability.

GET ORGANIZED

No capacity limits

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.

The 90-Day Financial Clarity Promise

In 90 days, you’ll have:

Clean, up-to-date books
Complete visibility into your true net profit
A 3–6 month cash runway forecast
A proactive, forward-looking tax plan

If you don’t, we work for free until you do.

And if our work ever causes penalties, missed filings, or incorrect estimates — we fix it and pay the difference.

Testimonials

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

FAQ

Frequently Asked Questions

Does this include taxes, or just bookkeeping?

What if I already have a CPA?

How fast will I see value?

What if my books are messy or behind?

Do you work with businesses outside of agencies?

Is there a long-term contract?

How do I know which plan is right for me?

Can I upgrade later if my agency grows?

Why not just hire a bookkeeper or a CPA separately?

What software do you use?

What happens after I book a call?