The Challenge

A CPA firm supporting agencies and freelancers needed help managing:

• Unclear Profitability: Projects lacked visibility on margins and scope creep.
• Slow AP/AR Processes: Delayed vendor payments and client invoices.
• Overloaded Internal Team: CPA staff had no time to create performance dashboards.

Our Solution

We created an agency-first accounting system:

Project Profitability Reporting

• Connected Harvest, Toggl, and Asana to categorize billable hours.
• Delivered profit-per-project dashboards, highlighting overages.

Streamlined Cash Flow

• Set up automatic invoice workflows via QuickBooks and Stripe.
• Managed vendor payouts and team bonuses.

The Results

After just six months of working with us, the business experienced tangible improvements:

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Key Takeaways

• Creative agencies benefit from project-level profit dashboards.
• CPA firms serving media clients need accurate time-based accounting.
• Outsourced bookkeeping empowers better pricing decisions.

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