For Agencies & consultancies
Accounting for agencies & consultancies
Project profitability, contractor payments and lumpy cash flow - handled, so you bill clients instead of chasing your own books.
Your day to day
Less time untangling the numbers.
You don't know which clients are profitable
Revenue looks healthy but margin by client or project is invisible, so you keep taking work that loses money.
Contractor and 1099 admin piles up
Paying a rotating bench of contractors and getting 1099s right at year-end is a recurring time sink.
Cash flow is lumpy
Project-based billing means feast-or-famine months; without a forecast it's hard to know what you can safely spend or pay yourself.
A clearer way to work
Accounting that fits your business.
See profitability, not just revenue
Categorized income and expenses give you a clearer read on where margin actually comes from across clients and projects.
Payroll & contractor support
A payroll/bookkeeping tier keeps contractor payments and year-end forms organized instead of a January scramble.
Forecast the lumpy months
CFO-advisory adds a cash-flow view so you can plan owner pay and spending around uneven project billing.
Talk to us about your existing tools
Stripe · Plaid. We will confirm the available connections and import options for your setup.
Good questions. Clear answers.
A few things you might be wondering.
Need a little more detail? We are happy to help.
Talk to our teamThe software organizes income and expenses so margin is far clearer than a raw bank feed; an advisory tier adds deeper project-level analysis.
A payroll/bookkeeping service tier keeps contractor payments and year-end 1099 preparation organized throughout the year.
Start with what you need.
Choose your software plan today, or talk to us about the support your business needs.