Bookkeeping
We manage your books meticulously, ensuring financial accuracy with zero effort from you.
Financial management for marketing and ad agencies
Streamline your finances
Keeping track of your finances is critical in a world of billable hours and tight project budgets. CoCountant offers financial management services for marketing and ad agencies, helping them to run smoothly and profitably.
Talk to an expert
Simplify client billing
What we’ve observed
- Agencies often work with a mix of retainers, project-based contracts, and hourly rates, making billing complex.
- Inconsistent invoicing and delays can negatively impact cash flow and client relationships.
What we do
- Simplify your client billing with automated and customizable invoices that adapt to different contract types. This ensures timely and accurate billing, enhancing your cash flow and client relations.
Manage overheads effectively
What we’ve observed
- Digital agencies have a variety of overheads including software subscriptions, freelance contractors, and office space that need to be carefully managed.
- Mismanagement of overheads can lead to cash flow issues and reduce profitability.
What we do
- Optimize your cost structure by categorizing and tracking all overhead costs, providing actionable insights for better financial planning and profitability.
Allocate resources smartly
What we’ve observed
- Fluctuating client demands necessitate agile resource allocation.
- Incorrect allocation can lead to bottlenecks, underutilization, and increased costs.
What we do
- We help you achieve optimal resource allocation by providing detailed financial data that allows you to make informed decisions on staffing and project assignments.
Ensure tax compliance
What we’ve observed
- Agencies often struggle with different taxation issues such as sales tax, VAT, or 1099 contractor complications.
- Inadequate tax planning can result in penalties and hurt your agency’s reputation.
What we do
- Navigate the maze of tax compliance seamlessly. We manage your tax categorizations, quarterly payments, and end-of-year filings, ensuring you stay penalty-free and reputable.
How CoCountant helps your business
We offer a range of specialized services that complement our financial management services for advertising and marketing agencies.
View detailsView details
CoCountant uses the best financial systems
Why our clients count on us
Close time cut from 20 days to 10
Entertainment media company, 50–200 person team
Their controller is consistently and readily available for chats and meetings whenever we need their help. We definitely want to continue using them because of their availability and expertise.
Recovered $200K in overdue AR
PropTech SaaS company, 11–50 person team
Their controller took it upon himself to work on our outdated AR and brought in a couple hundred thousand AR dollars for us that seemed unrecoverable. Our reporting to board members and shareholders has also improved significantly.
12 hrs exec time saved / month
Fractional HR consultancy, founder-led
Extremely friendly to tight budgets. Their monthly calls to go over the books help immensely and save me money. With reconciled accounts and their timely updates, I have a clear picture of my revenue, expenses, and cash flow.
Custom chart of accounts built
Botanical gift box e-commerce brand, solo founder
They came in and helped me with exactly what I needed: setting up QuickBooks, detailed bookkeeping, building custom categories specific to my business so I know where I’m spending to improve cash flow, and monthly calls to review transactions.
Audit-ready & tax-smart
Specialty music instrument retailer, founder-led
They helped us with compliance and tax planning, streamlining our financial management system and accounting processes. They’re dedicated to our success and really understand our needs.
14 months cleaned & reconciled
Digital marketing and web agency, founder-led
Hiring CoCountant in 2024 was the best decision I’ve made in a long time. Each month they do a great job of managing our books and reporting.
Strong ROI, more strategic intel
Business consulting and innovation firm
The value-to-cost ratio is amazing. I save so much time using CoCountant’s bookkeeping services, and I get more strategic intelligence on our financial situation than I could create on my own. Wonderful service for busy entrepreneurs.
Systems streamlined, ops simplified
Health-tech startup, precision medicine platform
CoCountant team is very thorough with their review of my transactions, and their bookkeeping service helps keep my books updated to provide a clear financial picture.
Join hundreds of marketing agencies who trust CoCountant for their financial management needs
See the CoCountant difference in your operations! Before you trust us with the bookkeeping for your marketing agency, explore our controller-led plans starting at just $160 — designed to streamline your operations, provide financial clarity, and strengthen your bottom line.
