Agency Accounting Services

Specializing in Supporting Creative Agencies

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 the currently available change. All this leads to uncertainty, indecision, and untapped potential. It’s time to make a change.

Accounting Services for Agencies

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.

Let Us Help  


Your Agency’s Outsourced CFO

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.

We help agency owners like you answer the biggest questions about your business:

  • How much money did I make?
  • What are the trends?
  • Who are the most profitable and least profitable clients?
  • What are my most profitable and least profitable services?
  • How much cash will I have in 10 weeks?
  • How much is my business worth?

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.


Real-Time Financial Accounting

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.


“Bookkeeping and tax work used to be tasks I abhorred. Having that information current now allows my photography business to make better decisions, to plan ahead, replacing a great deal of unknowns with intentional, educated planning. Kauffman CPA took on the tasks I am weakest in and those they are greatest at, freeing me to focus more on what I do best.

Working with Kauffman CPA has been absolutely one of the most fruitful business decisions I and many others have made.”
– Jordan Bush, Jordan Bush Photography (Google Review)


How We Work

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.

Virtual Accounting, Bookkeeping & CFO Packages

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Email & Phone Support
Bank and credit card reconciliations
Balance Sheet Reconciliations
Month end close
Cloud based accounting
Software subscription costs
Frequency of Service
CFO call
Payroll processing & payroll tax filings
Record all bank and credit card transactions
Cloud based document management
Accounts Payable and Bill payments
Employee expense reimbursements
Cash flow projections
Record Sale from POS or Create Invoices
Company credit cards
Financial Dashboard & KPIs
Month end accrual entries


Hear Steve Wolgemuth, CEO of YDOP, discusses the positives of outsourcing his financial needs to the experts at Kauffman CPA.

Gain Financial Clarity for Your Business

Stop 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.

Contact Us Today