CPA Bookkeeping for Agencies

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Whether you run a marketing agency, design firm, or consulting group—your finances are more complex than a typical freelancer. Multiple clients, team members, software expenses, and 1099 vendors make clean books essential.

This use case breaks down how CPA-reviewed bookkeeping helps agencies avoid costly errors, scale with confidence, and stay compliant through tax season.

Why Agencies Need CPA Oversight

  • tick Revenue may be collected from multiple platforms (ACH, Stripe, PayPal, etc.)
  • tick Contractor and 1099 payouts must be tracked accurately
  • tick Retainers, milestone billing, and project-based income create complexity
  • tick Team bonuses, reimbursements, and tools (Figma, Adobe, etc.) affect COGS
  • tick Year-end filings require precise reconciliation and reporting

What’s Included in CPA Bookkeeping

  • tick Monthly categorization and reconciliations
  • tick P&L, balance sheet, and cash flow reports
  • tick Contractor payment summaries and 1099 support
  • tick Custom tagging for projects, clients, or service types
  • tick CPA-reviewed books ready for tax or investor reporting

Add-On Support Available

  • tick Catch-up bookkeeping for prior years
  • tick Coordination with your tax accountant or CPA
  • tick Time-tracking or billing system integration support

Test Case: StudioOne, Creative Agency in Illinois

Problem: StudioOne used in-house staff for bookkeeping and missed key expense categories, causing tax issues.

Solution: Moved to RemoteBooksOnline’s CPA-reviewed monthly service. Got properly categorized books and 1099 summaries by vendor.

Result: Avoided tax penalties and secured a new $75K project after clean financials impressed the client.

Want agency-level precision?

Get tax-ready, investor-ready financials with CPA oversight.

Call us at 1-800-583-0148 or

Book a CPA Bookkeeping Review

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