Bookkeeping for Consultants & Creative Agencies
Clarity, cash flow, and confidence—without the spreadsheets.
You didn’t start your consulting or agency business to reconcile bank feeds or chase categorized expenses. You built your business to deliver ideas, strategy, and results. But when bookkeeping falls behind, cash flow gets confusing, taxes become stressful, and growth slows down.
At Synergy Bookkeeping, we specialize in bookkeeping for consultants, marketing agencies, designers, coaches, and other professional service firms. We keep your financials clean, current, and client-ready—so you can focus on serving clients and scaling your business.
Why Consultants & Agencies Choose Synergy Bookkeeping
🚀 More Time for Revenue-Producing Work
Stop losing late nights to QuickBooks. Every hour you save on bookkeeping is an hour you can bill or create.
💸 Accurate Cash Flow & Project Profit Tracking
Know exactly which clients and projects are profitable—and which ones are draining resources.
📊 Professional Reports for Confident Decisions
Monthly financial statements you can actually use—P&L, cash flow, and custom reports tailored to your agency model.
☁️ 100% Remote & Cloud-Based
Log in anytime to see the health of your business. We work behind the scenes and keep your books audit-ready.
We Support
Business Consultants
Creative Agencies & Marketing Firms
Web & Digital Design Studios
Coaches & Fractional Executives
Brand & PR Agencies
The True Cost of DIY Bookkeeping
Many agency owners think they’re “saving money” by handling books in-house. In reality:
❌ Lost billable hours
❌ Missed tax deductions
❌ No clear profitability insight
“Good branding deserves good bookkeeping.”
You can’t scale guesswork. When your books are accurate, your decisions are strategic.
What’s Included in Our Monthly Bookkeeping
✔ Transaction Categorization & Reconciliation
✔ Project/Client Profit Tracking
✔ Accounts Receivable (AR) & Invoicing Support
✔ Financial Statements & KPI Reports
✔ Tax-Ready Books for Your CPA
We Understand the Way Agencies Operate
Working with creative agencies and consultants means understanding more than just numbers—it means understanding how projects, retainers, and billing cycles actually work.
We speak your language:
Billable hours vs. admin hours
Retainers, progress billing, and scope creep
Cash flow gaps between client payments and expenses
“At the end of the day, your books shouldn’t slow you down—they should empower your next move.”
Ready to Build, Scale, and Grow?
We’ll handle the financial backend—so you can focus on building relationships, campaigns, and impact.