Insights

We’ve packaged the best of what we’ve learned leading financial management for marketing and advertising agencies into this guide to help you understand some of the most common questions and concerns from leaders like you.   Our goal with this guide is to paint a picture of what good looks like and equip you with some […]

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 fin/ally, 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 […]

We breakdown what you can expect from a bookkeeper, an accountant and a financial advisor to help you understand the differences. Do I need an accountant if I already have a bookkeeper?  What about a CFO, what exactly are ‘advisory’ services and how will it benefit my firm?  We get these types of questions a […]

Both roles are critical to producing good quality financial information, but there are some important differences. The difference between bookkeeping and accounting are not clear for many buyers of these services. This is complicated by the fact that the scope of services for bookkeeping solutions and accounting solutions can often overlap. While their roles in […]