Marketing Agency Bookkeeping and Tax Services

Media spend and reimbursed costs mixed into revenue inflate sales and hide what the agency actually earns. Pass-through costs are recorded separately from agency fees, so revenue and margins reflect the work, not the media budget.

Prepaid retainers and milestone invoices are recognized as the work is delivered. That keeps monthly results steady and shows when a client is consuming more hours than they're paying for.

Team time, freelancer costs and software are tracked by client and project, so pricing decisions come from real numbers instead of a feeling about which accounts are worth keeping.

W-9s are collected before the first payment, and 1099-NEC forms are filed on time. The reporting threshold rises to $2,000 for payments made in 2026. California's ABC test and its business-to-business exemption come with conditions that are easy to miss.

An employee working from another state usually means payroll registration, withholding and sometimes a state tax return there. Each state is set up correctly from the first paycheck.

Reasonable salary, distributions, owner-paid expenses and reimbursements are set up to work together, so the S-Corp actually saves what it's supposed to and the numbers hold up if questioned.