Most creative agencies with 5-45 employees struggle to obtain and maintain a clear financial picture. Often, it falls on you, the business owner, to manage the accounting, payroll, and financial processes, taking you away from business development, management, and running your company. Plus, many agencies have ad-hoc financial systems and processes that are years – and even decades – behind what’s currently available. All this leads to uncertainty, indecision, and untapped potential. It’s time to make a change.
At Kauffman CPA, we’ve created a new type of accounting firm just for creative agencies like yours. We know what numbers you need to accurately measure your business, services, and team productivity. And our system is designed to give you a real-time picture of your agency’s finances, so you can make more confident decisions. Healthy, high-performing creative agencies rely on accurate numbers and strategic financial advice to drive their decision-making process.
If you are like most growing agency owners, you are looking for two things: confidence in your numbers, and strategic help in forecasting and planning. As your agency’s outsourced CFO, we provide both so that you can make more confident decisions for your company’s future. Through our real-time reporting dashboard, you can see the overall financial picture of your company at a glance. We also hold regularly-scheduled calls to discuss your numbers, go over cash flow and profitability, identify areas of improvement, and provide you with the strategic advice you need to run your agency.
Our streamlined, cloud-based accounting system is designed to make an agency’s bookkeeping and financial records simple and easy. Let our team manage it all – invoicing, reconciliations, month end financial reports, software subscriptions, payroll processing, reimbursements, accounts payable, cash flow projections, and time tracking. This frees you and your team up to focus on finding new clients and serving existing clients.
Just like you, we don’t believe in one-size fits all solutions. However, we do start each new client off in the exact same way. We listen to you tell us about your business. Before we make any recommendations, we make sure we understand what makes your business unique, where you are at in the business cycle, and what your long term financial goals are. Once we know what you want and need we create a customized menu of services for you. Our work is all cloud based so you can always access your vital business information and financial reports.
Email & Phone Support
UnlimitedEmail & Phone Support
UnlimitedEmail & Phone Support
UnlimitedCloud-Based Accounting
Cloud-Based Accounting
Cloud-Based Accounting
All Software Subscription Costs
All Software Subscription Costs
All Software Subscription Costs
Review P&L Transactions and Coding
MonthlyReview P&L Transactions and Coding
MonthlyReview P&L Transactions and Coding
MonthlyCFO Call
QuarterlyCFO Call
MonthlyCFO Call
MonthlyPaperless Document Management
Paperless Document Management
Paperless Document Management
Record All Bank and Credit Card Transactions
Record All Bank and Credit Card Transactions
MonthlyRecord All Bank and Credit Card Transactions
2x/WeekInvoice Clients and Accounts Receivable
Invoice Clients and Accounts Receivable
Every OtherInvoice Clients and Accounts Receivable
2x/WeekAccounts Payable and Bill Payment
Accounts Payable and Bill Payment
Every OtherAccounts Payable and Bill Payment
2x/WeekPayroll Processing and Payroll Tax Filings
Payroll Processing and Payroll Tax Filings
Every OtherPayroll Processing and Payroll Tax Filings
2x/WeekReconcile Bank and Credit Card Accounts
Reconcile Bank and Credit Card Accounts
MonthlyReconcile Bank and Credit Card Accounts
MonthlyBalance Sheet Reconciliations and Review
Balance Sheet Reconciliations and Review
MonthlyBalance Sheet Reconciliations and Review
MonthlyFinancial Reports Package
Financial Reports Package
MonthlyFinancial Reports Package
MonthlyEmployee Expense Reimbursements
Employee Expense Reimbursements
Employee Expense Reimbursements
MonthlyMonth End Accrual Entries
Month End Accrual Entries
Month End Accrual Entries
MonthlyFinancial Dashboard and KPIs
Financial Dashboard and KPIs
Financial Dashboard and KPIs
WeeklyCash Flow Management and 10 Week Projection
Cash Flow Management and 10 Week Projection
Cash Flow Management and 10 Week Projection
WeeklyPerformance By Client/Job Report
Performance By Client/Job Report
Performance By Client/Job Report
Monthly12 Month Rolling Financial Forecast
12 Month Rolling Financial Forecast
12 Month Rolling Financial Forecast
MonthlyStop running your business in a fog; gain financial clarity and begin building a better business now. Let someone who is passionate and knowledgeable about accounting for creative agencies help you get control over your time and finances. Start a conversation with Kauffman CPA today.
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