Every dollar tracked. Every deduction found. Every report done right. Scale confidently with CFO-level clarity.
Free for your first 60 days. No credit card required.
No credit card. No commitment. Just clarity.
$6K
Avg Tax Savings
10-15 Hrs
Saved Per Month
98%
Partner Retention
What are clients are saying 👇
Arthur Khoyestsyan
Gravity Funnels
Ava Martine Heiniger
Brandied Agency
Eric Aumen
Contractor Growth
Making More Revenue But Keeping Less Profit?
You're drowning in numbers that don't help you make decisions.
The Real Problem:
You're guessing which clients are worth keeping
Every hire feels like a gamble
Tax season creates panic
Your bank balance ≠ your actual profit
Bad bookkeeping costs you:
Missed tax deductions
Unprofitable clients you keep
Hires you can't afford
Decisions based on gut feelings, not data
All-in-One Bookkeeping for Agencies 🚀
AgencyBooks gives you everything in one place. No more juggling multiple tools or decoding confusing reports.
Strategic Insights to Improve Your Margins
Finally understand which clients are profitable, where you're losing money, and what to change. Get CFO-level guidance on pricing, hiring, and growth.
Clean Books That Actually Make Sense
Get organized books reconciled by the 10th every month so you always know where your money is and if you're profitable.
Direct Support When You Need It
Get quick answers in Slack and monthly calls to review your numbers.
Tax Compliance Without the Panic
Stop overpaying or getting surprise penalties. We calculate quarterly estimates based on real profitability and prepare everything your CPA needs at tax time.
Start with a 60 Day Free Trial
Getting Started Is Easier Than You Think
What's Included
Risk-Free Trial
Get a free 60-day trial where we clean up your books and show you what professional bookkeeping looks like. No credit card required.
Full Clean-Up
We'll categorize every transaction and reconcile the last 6-12 months so you finally know your real numbers.
Profitability Analysis
See exactly which services and clients are actually making you money so you can fire bad clients and double down on what works.
Unlimited Slack Support
Your dedicated bookkeeper lives in your Slack. Get answers within hours, not days.
Expense Audit & Recovery
We find thousands in missed deductions and duplicate expenses.
Monthly Reports by the 10th
Review P&L, cash flow, and margin analysis before making any big decision. No more flying blind.
Overdue Invoice Action Plan
Get a prioritized collection plan with proven templates. Most agencies collect $5K-$15K within 30 days.
Quarterly Tax Estimates
Stop overpaying or getting hit with penalties. We calculate what you should pay based on real profitability not guesswork.
Trusted by 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
Try AgencyBooks for 60 Days Free
See your real profit, recover missed deductions, and scale with confidence. Month-to-month plans. No long-term contracts.