Currently available for select engagements

Hire Bookkeeper for Marketing Agencies

Bookkeeping for a marketing agency is mostly about rhythm: invoices out on time, receipts captured, accounts reconciled monthly, and reports the owner can read.

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Marketing Agencies — Bookkeeper

A senior bookkeeper for marketing agencies

Bookkeeping for a marketing agency is mostly about rhythm: invoices out on time, receipts captured, accounts reconciled monthly, and reports the owner can read. Without that rhythm, year-end becomes a reconstruction project.

The cost of late books is quiet but real: campaigns, clients, and reporting cycles overlap, and account managers carry it all. Missed deductions, late-payment surprises, and decisions made on a bank balance instead of a profit figure.

The working relationship is built on one clean close, not a promise. One month's books, reconciled and reported, show the owner exactly what the ongoing routine delivers.

What is on offer is campaigns, content, and paid media. The customers are brands needing growth. Categories must capture retainers, project fees, and media pass-through costs, split by client.

What you get

What this engagement covers for marketing agencies

Chart of accounts and categorisation — Categorisation follows a chart designed for the business: retainers, project fees, and media pass-through costs, split by client. New or unusual transactions are flagged rather than forced into the nearest category.
Invoicing and receivables — Receivables are managed actively: monthly retainer invoices, with media spend billed as incurred. Invoices go out on time, ageing is reviewed monthly, and follow-ups happen before a small delay becomes a bad debt.
Payables and expenses — Expenses are recorded when they happen, with receipts attached and categories applied, so supplier bills and card spending reconcile instead of surprising.
Payroll and contractor pay — Payroll follows the business's real staffing pattern: account and creative staff on salary, with freelancers per campaign. Hours, overtime, and contractor payments are recorded in the same routine as the rest of the books.
Monthly close and reports — The monthly close is a real routine: accounts reconciled, reports produced, and unusual items flagged for the owner. No month is left open to drift.
Tax-season preparation — The books are kept tax-ready throughout the year: retainer profitability and media reconciliation are monthly jobs. When filing time comes, the accountant receives organised records, not a box of receipts.

The systems marketing agencies businesses actually run

Built on your stack, not on top of it

The stack is deliberately standard: QuickBooks Online and time-tracking exports, because an accountant, a lender, or a future bookkeeper should be able to open these books without translation.

Honest limits matter here. A bookkeeper records and reconciles; they do not give tax advice, sign returns, or replace a licensed accountant. Anything that needs professional judgment goes to the owner's accountant, with organised records attached.

A sensible first project is a books review and one clean monthly close. The measure is simple: reconciled accounts, a readable report, and a file the accountant would accept.

The business serves brands needing growth. Billing follows the pattern of monthly retainer invoices, with media spend billed as incurred. The recurring problem is that campaigns, clients, and reporting cycles overlap, and account managers carry it all.

How it works

From kickoff to delivery for marketing agencies

Books review and cleanup
The review establishes the starting point: opening balances checked, uncategorised transactions cleared, and duplicates removed. Nothing is assumed correct. For marketing agencies, that includes retainers, project fees, and media pass-through costs, split by client.
Chart and routines set up
Setup means a chart that matches the business, rules for recurring transactions, and a simple receipt habit. The owner is not asked to become an accountant. For marketing agencies, that includes monthly retainer invoices, with media spend billed as incurred.
Monthly close
The monthly close runs the same way every month: categorise, reconcile, review receivables and payables, and report. Consistency is the whole point. For marketing agencies, that includes account and creative staff on salary, with freelancers per campaign.
Tax-season readiness
As the year progresses, the tax file builds itself: categorised deductions, reconciled accounts, and complete records, ready whenever the accountant asks. For marketing agencies, that includes retainer profitability and media reconciliation are monthly jobs.

Why Omer

Why hire Omer

No invented figures, no estimates dressed as facts — reconciled numbers only, with unusual items flagged, not smoothed over For marketing agencies, that means retainers, project fees, and media pass-through costs, split by client.
Your books, your access — work happens in the owner's own accounting software, fully visible at any time For marketing agencies, that means monthly retainer invoices, with media spend billed as incurred.
Reports the owner can read — income, spending, receivables, and payables in plain language, not ledger dumps For marketing agencies, that means account and creative staff on salary, with freelancers per campaign.
One clean close before any long commitment — the first month proves the routine before the rhythm continues For marketing agencies, that means retainers, project fees, and media pass-through costs, split by client.
Receivables watched, not discovered — ageing reviewed monthly, so late payers surface early For marketing agencies, that means monthly retainer invoices, with media spend billed as incurred.

Outcomes

What changes in practice

The realistic outcome is calmer money management: invoices out on time, accounts reconciled monthly, and a clear picture of what the business earned and what it owes. Tax season stops being a reconstruction project, and pricing decisions start resting on real margins.

The chart has to cover retainers, project fees, and media pass-through costs, split by client. Bookkeeping runs on QuickBooks Online and time-tracking exports. Day to day, campaigns, clients, and reporting cycles overlap, and account managers carry it all.

If the first clean close answers your real questions, the engagement has earned its monthly rhythm. <a href="/hire/">Browse all hire engagements</a> or <a href="/contact.html">discuss your books</a> directly.

FAQ

Questions, answered

What does the monthly report show?

Income, spending, receivables, and payables in plain language, with unusual items flagged for the owner. No ledger dumps, just the picture needed to decide.

What does the chart of accounts cover for marketing agencies?

The books here cover retainers, project fees, and media pass-through costs, split by client. Categories follow how the business actually earns and spends, so monthly reports read as business sense rather than accounting jargon.

How does invoicing work for marketing agencies?

Monthly retainer invoices, with media spend billed as incurred. Outstanding invoices are reviewed monthly, so late payers surface while a follow-up can still recover them.

How are late-paying customers handled?

Receivables ageing is reviewed monthly, and follow-ups go out on a schedule the owner approves, so late payers surface early rather than at year-end.

How often are the books updated?

Transactions are categorised through the month, and the books close monthly with reconciliation and a short report. Nothing is left to accumulate until year-end.

Currently available for select engagements