Accounting for Advertising Agencies and Marketing Firms​

Financial management and software solutions for design, PR, social media, and digital and content marketing.

Our Expertise Unlocks Your Potential

At Fusion CPA, we recognize that each agency has a unique rhythm. Our suite of services is designed to cater to your needs.

Susan Borkowski

CPA, PLLC

Trevor McCandless

CPA, MTax

Tailored Solutions for Your Problems

Our industry accountants can help you with:

  • Maintaining accurate financial records to provide a clear view of your business’s financial data, through customized monthly, quarterly, or annual financial reports.
  • Assistance with tax preparation, filing, and advice for strategies to minimize liabilities.
  • We have a deep understanding of accounting software for marketing and advertising agencies, and how they can be integrated with other popular business management tools.
  • Strategic financial consultation to help your business make informed decisions for growth and sustainability. This includes succession and ownership transfer planning, risk management, and identifying the most advantageous form of professional practice.
  • Strategic financial forecasting including analyzing cost segregation issues, market volatility, and risk management.

Tech-First Marketing Agencies Leveraging AI Smarter Accounting & Tax for Innovation

From campaign automation to audience analytics, AI-powered marketing agencies are redefining how brands connect. But behind the innovation comes real financial complexity.

Having to track platform spend and multi-channel revenue, while also needing to stay investor-ready. Fusion CPA can help. We combine expert insight with AI-powered automation so you can focus on scaling smarter.

How we support AI-first Marketing businesses

  • AI-driven bookkeeping: Automated categorization, reconciliations, and expense tracking keep media spend, subscriptions, and payroll clean and audit-ready.
  • Campaign-level ROI dashboards: Get AI-powered dashboards that deliver real-time visibility into margins, spend efficiency, and return on investment.
  • Client profitability reporting: Track revenue versus service costs per client to identify your most valuable accounts and improve pricing strategies.
  • Tax optimization: We help identify activities that qualify for credits, while also structuring multi-entity operations to optimize your tax position for compliance across multiple states.
  • Seamless integrations: From project management and billing tools to QuickBooks and NetSuite, we automate your financial stack for a complete, accurate picture.

Whether you’re building AI for campaign management, audience segmentation, or creative automation, Fusion CPA ensures your finances are built to support your innovation. Let’s power the future of marketing together.

Our accountants have specialist experience in the following markets:

Tailored Pricing Plans to Match Your Business

Highly recommend. Very quick response time, very thorough, incredibly professional. They do the heavy lifting and put accounting jargon in layman's terms. Steven is especially fast to respond.  Worth every penny.

Ensure Efficiency with the Right Software

We can streamline your accounting through the latest tracking software and technology stacks. Our team can customize your accounting software dashboard to include specific campaign data, to reduce risks and strengthen your advertising.

We don’t believe in one-size-fits-all solutions and offer custom integrations that do exactly what you need. Fusion CPA can also train your team to use new software if you’ve outgrown your current platform.

Marketing and Advertising Agencies Blogs

Tax Planning and Accounting

Social Media Influencer Tax Deductions

As a social media influencer, you may be leaving money on the table if you don’t know which expenses are tax-deductible. Keeping track of your finances is the first step to possibly saving thousands. Your financial management process structure can…..

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Our CEO, Trevor McCandless, guides you through starting the outsourced accounting journey.

We pave the way for sustainable growth with our 3 step process

Join our client journey without the commitment of an in-house accountant, tax or finance team!

During the stabilization phase, our team will address any accounting clean-up tasks that need to be executed to stabilize your business.

This includes organizing messy accounting records, reviewing prior tax fillings, and setting up efficient bookkeeping and reporting systems.

In this phase, we collaborate closely with you to design a tax strategy that effectively reduces your tax burden. We also focus on streamlining your accounting processes by analyzing your current systems and introducing tax optimization strategies.

 With Fusion CPA’s expertise, you can look forward to not just growing your business, but doing so in a financially smart and tax-efficient manner.

We understand that every business has its unique set of challenges and aspirations. That’s why our CFO Advisory service is designed to be more than just financial guidance – it’s a partnership to propel your business toward its unique goals. Our team of seasoned CFOs brings a wealth of experience and a personalized approach to help your business not just grow but scale in a way that aligns with your vision.