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


