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Agency Accounting
Accounting & Tax Services for Marketing & Advertising Agencies
Does your agency feel like it’s growing faster than your finances can keep up? We’ll help you build the financial infrastructure your agency needs to grow with confidence.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Common Challenges
Running an Agency Is Demanding. Your Finances Shouldn’t Make It Harder.
Your profits don’t match your workload
Some clients pay retainers, others pay per project, and some pay on milestones. As a result, your P&L (profit and loss statement) often doesn’t reflect actual performance, which can also affect your tax obligations.
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Managing contractors and 1099s gets more complicated
Freelance designers, developers, copywriters, and media buyers generate dozens of 1099s each year. As your agency grows, tracking contractor payments and worker classifications gets harder, raising the risk of filing errors and penalties.
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No clear view of client profitability
Top-line revenue looks healthy, but margins often tell a different story. It’s hard to see which clients and campaigns are truly profitable without project-level cost tracking. That means tracking time, contractor spend, and overhead separately.
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Cash flow gaps between delivery and payment
Clients often take 30 to 60 days to pay, while payroll, contractors, and software costs are due much sooner. Without reliable cash flow forecasting, you’re always planning around the next payment.
That's Where We Come In
That's Where We Come In
Every Financial Function Your Agency Needs
Contractor Compliance & 1099 Management
As your contractor network grows, so does your compliance burden. We manage W-9 collection, 1099 preparation, and worker classification so you can scale without unnecessary tax risk.
Software Integration & Dashboards
Connect QuickBooks or NetSuite with your project management and time-tracking tools. We build dashboards that give you a clear view of your agency’s financial performance.
Tax Planning, Preparation & Filing
Don’t wait until tax season to find out what you owe. We provide year-round tax planning, multi-state compliance, quarterly estimates, and prepare and file your returns.
Bookkeeping & Reconciliation
Know which clients and projects are actually making money, not just generating revenue. We reconcile your books monthly, track project performance, and keep your financials accurate as your agency grows.
Outsourced CFO & Controller
Understand where your agency is making money and where it’s losing it. We provide cash flow forecasting, client profitability reporting, budgeting, and financial insights to support better business decisions.
Multi-State Tax Compliance
Hiring remote employees or contractors can create tax obligations in new states. We help you stay ahead of income tax compliance as your agency expands.
Platforms & Integrations
Markets We Serve
Markets We Serve
Specialist Experience Across Marketing & Advertising Sub-Markets
SEO, SEM, and PPC campaign accounting, ad spend tracking
Multi-channel billing, agency commission tracking, vendor and media reconciliation
🎨 PR, Branding & Creative Studios
Retainer and project-based billing, freelancer management, event and production cost tracking
Influencer payments, content production costs, platform revenue
Steven Sumners, CPA (Certified Public Accountant), MAcc (Master of Accountancy)
Senior Tax & Accounting Manager, Marketing & Advertising Practice Lead
Steven leads Fusion CPA’s marketing and advertising agency practice. He brings deep experience in project-based revenue recognition, contractor compliance, and profitability analysis by client and campaign. He also applies financial strategy for scaling agencies.
How It Works
Stabilize, Strategize, Scale
01
Discovery Call
We learn about your agency’s revenue model, client mix, contractor structure, and financial pain points. 30 minutes. Free. No pressure.
02
Stabilize
First, we clean up your books and set up proper revenue recognition for retainer and project-based billing. Then we organize contractor records, reconcile accounts, and build the accounting foundation your agency needs.
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Strategize
With clean data in place, we build a tax strategy around entity optimization, contractor compliance, and multi-state planning. We also review prior-year returns and document a forward-looking approach.
04
Scale
At this stage, we deliver client and project profitability reporting, cash flow forecasting, overhead benchmarking, and Power BI dashboards. On top of that, our CFO-level (Chief Financial Officer-level) advisory supports your next hire, acquisition, or market expansion.
Client Results
Trusted by Marketing & Advertising Professionals
I've had a great experience with Fusion CPA. They communicate more clearly than other CPAs I've worked with before, consistently showing professionalism and personability—even when I find myself confused and frustrated! My taxes have become complicated over the years, but I'm confident in my Fusion CPA team's ability to guide me through every step of the way. I highly recommend them to anyone seeking strategic guidance and personalized attention for their tax needs.
Lucas Johnston
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Frequently Asked Questions
Common Questions
We work with a wide range of agency types:
Full-service marketing agencies
Digital agencies
Advertising firms
PR firms
SEO/SEM consultancies
Media buying agencies
Branding studios
Content marketing agencies
Since no two bill the same way, we build accounting around your actual revenue model: retainer, project, milestone, or hybrid.
We help track profitability by client and project in QuickBooks or NetSuite, covering contractor time, ad spend, and allocated overhead. Often, a smaller, lower-maintenance client turns out more profitable than a bigger one that looks better on paper.
Yes, we help ensure compliance for W-9 collection, 1099-NEC filing, payment reconciliation, and worker classification. Agencies that grow their freelancer pool quickly are the ones most likely to fall behind. That’s because missing forms often surface at tax time, with little room left to fix them. For high-volume rosters, we also help set up automated onboarding.
We can. Using Power BI on top of QuickBooks or NetSuite reporting, we build dashboards that sit next to your campaign analytics. That way, marketing metrics like ROAS (return on ad spend) pair with the financial side, meaning client profitability, cash flow, and overhead. So you’re not stuck reading two disconnected reports just to answer one question.
Schedule a Discovery Call With Our Team
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Marketing and advertising agencies bill in a mix of retainers, project fees, and milestones. As a result, revenue recognition and true profitability are hard to see without accounting built for that structure. That’s why Fusion CPA sets up project-based accounting, manages 1099 contractor compliance, and builds client and campaign profitability reporting. In turn, agency leadership can tell which accounts are actually worth keeping. Engagements follow a Stabilize, Strategize, Scale model, starting with a free 30-minute Discovery Call. Email discovery@fusiontaxes.com or call 404-955-7338 to get started.
Fusion CPA is a tax, outsourced accounting, and advisory firm headquartered in San Juan, Puerto Rico. In addition, the firm has offices in Atlanta, GA and Park City, Utah, serving clients across 40+ states. The team is also AICPA-member (American Institute of Certified Public Accountants) and QuickBooks ProAdvisor certified, and has supported over 2,000 businesses to date. To schedule a Discovery Call, visit fusiontaxes.com or email info@fusiontaxes.com.