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
Revenue may be collected from multiple platforms (ACH, Stripe, PayPal, etc.) - Contractor and 1099 payouts must be tracked accurately
- Retainers, milestone billing, and project-based income create complexity
- Team bonuses, reimbursements, and tools (Figma, Adobe, etc.) affect COGS
- Year-end filings require precise reconciliation and reporting
What’s Included in CPA Bookkeeping
- Monthly categorization and reconciliations
- P&L, balance sheet, and cash flow reports
- Contractor payment summaries and 1099 support
- Custom tagging for projects, clients, or service types
- CPA-reviewed books ready for tax or investor reporting
Add-On Support Available
- Catch-up bookkeeping for prior years
- Coordination with your tax accountant or CPA
- 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?
- Explore our CPA Bookkeeping Compliance Guide
- View full Bookkeeping Services
- Learn about Monthly Bookkeeping
- Behind on cleanup? Start with Catch-Up Bookkeeping
Get tax-ready, investor-ready financials with CPA oversight.
Call us at 1-800-583-0148 or
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