ACCOUNTING FOR DIGITAL AGENCIES

AGENCY BOOKS.
PROJECT MARGINS.
CASH RUNWAY.

We run your finance back office and connect the accounting to your project and team data. You see which work makes money, what delivery costs, and how much cash runway you have.

High touch. Low volume.

Proud member of Bureau of Digital
A LOOK INSIDE YOUR MONTHLY REPORT ↘
SAMPLE DATA
AGENCY MONTHLY REVIEW

Profit
& performance.

September 2026 · Sample agency
Net profit$28K15% net margin
Revenue$184K
Gross margin62%
Profit vs. last month+12%
Monthly & year-to-date
Income statementSep
2026
YTD
2026
YTD
2025
Revenue$184K$1,620K$1,450K
Delivery costs($69.9K)($631.8K)($652.5K)
Gross profit$114.1K$988.2K$797.5K
Sales & Marketing($25.8K)($226.8K)($203K)
General & Administrative($55.8K)($459K)($365K)
Research & Development($4.5K)($43.2K)($36.3K)
Net profit$28K$259.2K$193.2K

YTD: January–September in both years. Sample data.

PROFIT MARGINS · SIX MONTHS
Gross marginNet margin
01 / WHAT WE DO

YOUR FINANCE
BACK OFFICE. HANDLED.

We can own your whole FinOps function, from sending invoices to closing the month.

01

Monthly accounting

Reconciled accounts. Revenue and costs in the right month. Monthly financial statements, with a clean handoff and ongoing coordination with your tax accountant.

MONTHLY ACCOUNTING · FINANCIAL STATEMENTS · TAX LIAISON
↗
02

Agency FinOps

Bill pay, client invoicing and collections, payroll, and contractor payments. We keep the day-to-day finance work moving.

PAYABLES · RECEIVABLES · PAYROLL
↗
03

Agency decision support

Know which projects to reprice, whether your team can take on more work, and how long cash lasts. We connect project performance, utilization, and a Days to $0 cash forecast to the decisions you’re making.

PROJECT PERFORMANCE · UTILIZATION · CASH RUNWAY
↗
OPTIONAL FRACTIONAL CFO SUPPORT

Need help with the next decision?

Work through a budget, test a hiring plan, or forecast cash before committing to a new expense.

02 / AGENCY REPORTING

QUESTIONS YOUR
BOOKS SHOULD ANSWER.

Explore three examples of the reporting we can build around your agency.

Sample data. Reporting scope depends on your engagement and systems.

PROJECT PROFITABILITYSAMPLE DATA

See the whole engagement.

WHAT TO DO WITH IT

03 / WHO YOU’RE WORKING WITH

A SMALL ROSTER.
A CLOSER
RELATIONSHIP.

I’m Tony. I work with agency founders and operations leaders who want their accounting handled—and want to understand what it says about their agency.

TW↗
Tony Wilson, CPA, CMAFounder, Accquip

High touch. Low volume. That means knowing your projects, your team, and the decisions you’re weighing.

FOR CURRENT CLIENTS

Your reports. Your next conversation.

Client access ↗

Opens your existing Accquip login.

WHAT WE BELIEVE

To DEATH
with DULL!

No experts,
only servants.

Insatiable
curiosity.

Everyone’s a
visionary.

We teach visionaries the language of business so they can read and write the story of their success.

LET’S TALK

TELL ME ABOUT
YOUR AGENCY.

What’s working with your accounting?
What are you still trying to figure out?

TALK TO TONY

Start a conversation.

What does your agency need help with?

This prepares an email to Tony. Review it in your email app before sending. You can also email tony@accquip.com directly.