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Agencies

The best agency bookkeeping services for entrepreneurs

Get your books handled by agency bookkeeping professionals who will understand your business and the pain points of agencies.

Trusted by agency owners

6 Figure Brand

"I just worked with AccountsBalance to sort out my books for 2021. What I really appreciated from them is their guidance."
Dustin Newman
Web Smart Publishing

7 Figure Brand

"The entire AccountsBalance team have been a pleasure to work with. Having clarity on my numbers has been immensely valuable!"
Alex Schlinsky
Prospecting On Demand

8 Figure Brand

"Take your bookkeeping to the next level. AccountsBalance has been a game changer for our business. I highly recommend their services!"
Karthik Shanadi
College Thread & Greek House

Bookkeeping for an agency is hard work...

That’s why you need an agency bookkeeping service that understands how your business works. We get to know your agency then take the bookkeeping off your plate.

Why agencies choose us

Agency expertise

Our agency bookkeeping services are next level! All of our bookkeepers and accountants in-house have years of experience handling finances for agencies.

Simple, process-driven, and reliable

We're process people that like to keep things simple. We'll set your agency's books up so that they are powered by proven processes.

Fast support and proactive

Work with a dedicated team of bookkeepers that provide fast communication and proactive insights into improving your agency financials.

Commitment for the long run

We work hard to be proactive for you and your agency's books. Our goal is to develop a long term relationship where you know your books are in good hands.

Hey agencies!

Want an agency bookkeeping service that understands your growing business? We’re here for you!

You wouldn’t hire a copywriter that doesn't understand agencies for your business, would you? So, shouldn’t your bookkeeper know about agencies as well?

Monthly financial statements

We provide you with a detailed Profit and Loss, Balance Sheet, and Cash Flow statement by the 14th of every month.

Tax filing and preparation

We prepare all of your monthly reports so that they are 100% tax compliant and ready for year end taxes.

CFO services

Planning to sell? Or just want strategic financial advice? Work directly with our agency financial experts for monthly advice.

Catch Up services

Behind on your agency bookkeeping? No worries! We'll get you caught up in no time for a reasonable price.

Inventory bookkeeping

We keep your inventory records up to date multiple times throughout the year so you can see how much you have in inventory.

Payment fees

We understand selling online for agencies -- and how to properly classify their fees so you know your numbers accurately.

Sales tax

We work with you to understand the sales tax obligations you have selling in different states and countries..

Custom agency solutions

Have other agency bookkeeping services you need? Sign up and set up a call to chat with us about your unique needs.

Frequently Asked Questions

First and foremost, we’re online bookkeeping experts. We cater to startups, agencies, software companies, coaches, consultants, course owners, creators, service providers, and anyone that is selling their products or services online.

Here’s what we focus on: 

  • You receive accurate and on time books every month 
  • Helping you fully understand your financial numbers by providing analysis with your monthly statements
  • Excellent customer support that will be there for you as you scale your business

In addition, we’re a bookkeeping company built by online entrepreneurs. Our founders, Nathan Hirsch and Connor Gillivan, were 8 figure sellers themselves and then built and sold their second business, FreeUp. 

We take the time to get to know your online business, balance the books, then provide you with monthly reports. We provide you with a monthly Profit and Loss Statement, Balance Sheet, and Cash Flow Statement.

We also offer business specific customized reports, employee payroll reports, AP & AR management, paying invoices, running payroll,  and much more. If there’s a service you need that’s not on this page, simply get started and speak with us about it. 

We are experts in both accrual and cash basis accounting methods and we are happy to follow whichever method you prefer. Given our expertise within agencies, software companies, and other online businesses, we have seen that the majority of online companies use the cash based bookkeeping method.

To get started, all you have to do is: 

 

  1. Fill out our quick Pricing Quote form
  2. Send View Only access to your current Quickbooks Online or Xero account. 

 

With that information, we’ll dive in to truly understand your business and provide you with a custom pricing quote for working together. 

During your first month, you won’t be charged and we’ll complete the bookkeeping of your previous completed month in business. We’ll show you why working with us is high level and you’ll be able to meet your dedicated, online Bookkeeping team.

Get in touch

Speak with us

Still have questions? Schedule a call with one of our founders, Nathan Hirsch and Connor Gillivan, to learn more about AccountsBalance and how it can help your agency.

Get your agency books handled properly!

See what it's like running your agency with expert bookkeepers that understand agencies. Try us for free -- we'll do your most recent's months books so you can see what it's like working with us.

Exclusive finance guide

Want better bookkeeping?

It's possible! Subscribe below & we'll send you our Bookkeeping Packet. A pack of resources to teach you about bookkeeping.

You’ll get our Entrepreneur Bookkeeping Guide, our Monthly Finance Meeting Agenda, & a few surprises!