Insights

The end of the year for your business serves as a valuable opportunity for reflection. But before we even get to all that, it’s important to know how to tie up loose ends and close your books properly. And by you, we really mean a capable finance team that should be dealing with all the […]

Even if it’s hard to track, client profitability is vital information to have to optimize your own business performance. If you don’t know which clients add to your bottom line and which are dead weight, you’re potentially hemorrhaging dollars to service clients that aren’t worth the resources. Even worse, you’re missing out on major business […]

We’ve packaged the best of what we’ve learned managing bookkeeping for marketing, communications and design agencies into this guide to help you understand the superpowers that await you and your business when this crucial function is done right.  Use this guide if you’re at the helm of your own ship to understand why good bookkeeping […]

In this article, we will share three key reports to manage your marketing and advertising firm, along with how you should be interpreting this data. Armed with this info, you’ll have your finger on the pulse of your business and will be able to quickly and confidently make decisions. At Finally, we work with creative […]

More and more, relationships with clients are project based.  The days of large retainer clients making up a sizable portion (or any portion) of your client base are long gone, especially for smaller independent agencies. Added to this, are trends like having multiple specialist agencies, bringing work in-house, and shorter term commitments.   It is easy […]