30 minutes. No prep required.
Built on a Modern Finance Stack
Trusted by marketing agencies that want real financial clarity
Arthur
Founder, Gravity Funnels
Ava
Founder, Brandied
Eric
Founder, Contractor Growth
Know Your Agency’s Real Profit Every Month
Monthly close and agency-specific reporting so you can price confidently, control spend, and avoid tax surprises.
Scale with Confidence
Boost Profit Margins
Reclaim Time
Month-end, handled on schedule.
Simplify Tax Season
Agency Experts
Built for retainers, contractors, and project work.
Fast Support
Quick replies with clear expectations.
Transparency & Flexibility
Month-to-month. Cancel anytime.
Satisfaction Guaranteed
If you don’t see value in 30 days, you don’t pay.
What's Included
Everything you need for tax-ready books and confident decisions
Setup & Integrations
Historical Cleanup
We clean up past months so your reports start from a reliable baseline.
Monthly Bookkeeping
Accurate categorization aligned to how your agency operates.
Reconciled Accounts
Bank and credit cards reconciled so the numbers match reality.
On-Time Monthly Reports
KPI Tracking
Tax Coordination
CPA-ready financials, delivered on time to your CPA.
Support + Reviews
Responsive help plus regular reviews to keep you confident in the numbers.
How it Works
Fit Call
Quick call to confirm fit, scope, and the right plan.
Get Connected
Continued Partnership
Choose your plan
No clear value in 30 days? You don’t pay.
Essentials
Starting at
$450/mo
For solo founders and small agencies who want clean, tax-ready books.
ONBOARDING
Software setup & integrations
Cleanup (if needed)
BOOKKEEPING
Cash-basis bookkeeping
Reports by the 20th
Bank/CC reconciliation
Monthly P&L
TAX SERVICES (CPA partner)
Personal return
1099s (add-on)
SUPPORT
Email support
Best for: Solo founders and small agencies under $250K/yr
Growth
Starting at
$850/mo
For growing agencies that need real insight into profitability, cash flow, and taxes without hiring in-house.
Everything in Essentials, plus:
BOOKKEEPING
Cash or accrual bookkeeping
Reports delivered by the 15th
Monthly P&L, Balance Sheet & Cash Flow Statement
KPI tracking (Margins, profit, runway, CAC)
TAX SERVICES (CPA partner)
Business return
Quarterly estimates
Tax deduction optimization
IRS notice support
SUPPORT
Slack support
Quarterly strategy meetings
Best for: Growing agencies (3–15 team members), $250K–$1.5M/yr
CFO+
Starting at
$2500/mo
For established agencies that want a strategic finance partner not just accounting
Everything in Growth, plus:
BOOKKEEPING
Full-service accrual accounting
Reports delivered by the 7th
Custom reporting dashboards
Custom KPI tracking
Budgeting & forecasting
TAX SERVICES (CPA partner)
W-9 collection + 1099 filings
TAX PLANNING (CPA partner)
Tax planning strategy sessions (4×/year)
SUPPORT
Priority Slack support
Monthly strategy meetings
Best for: Established agencies (15+ team members), $1.5M+/yr
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.
Essentials
Growth
CFO+
Onboarding
Software setup & integrations
Historical cleanup (up to 12 months)
Bookkeeping & Reporting
Accounting basis
Cash
Cash or accrual
Cash or accrual
Bank/credit card reconciliation
Monthly P&L
Monthly Balance Sheet
Monthly Cashflow Statement
KPI tracking
Standard
Custom
Budgeting & forecasting
Report delivery timeline
By the 20th
By the 15th
By the 5th
Tax Services
Personal tax return
Business tax return
Quarterly tax estimates
Tax deduction optimization
IRS notice support
1099 Filings
Add-on
Add-on
Included
Tax Planning
Tax planning meetings
4×/year
Support
Support channel
Email & Portal
Slack
Slack (Priority)
Review meetings
Quarterly
Monthly
Response time
1–2 business days
24 hours
4 hours
Add-ons
Priority Close (Reports by the 7th)
$200
$200
Included
1099 Filings
Starting at $500
Starting at $500
Included
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.
Our Guarantee
30-Day Value Guarantee: No clear value in 30 days? You don’t pay.
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
30 minutes. No prep required.