FOR DIGITAL AGENCIES
Accounting & Tax Strategy for Digital Agencies
Managing client budgets, retainers, and contractor payouts is complicated enough. We handle the accounting infrastructure behind your agency so you can focus on delivering for clients.
Get StartedWe get how agencies actually operate.
Agency finances aren't simple: retainers, project fees, ad spend pass-throughs, contractor payments. Generic bookkeeping software wasn't built for any of it. We structure your books around how agencies actually run, so cash flow and profitability are always clear.
500+
Creators Served
2M+
Tax Returns Filed
20+
Years of Experience
50
States Served
Nationwide Reach
Local Approach
The All-In Process™
A proactive process that protects what you've built.
Our Year-Round System is designed to organize your business, income and future at every stage.
1. STRUCTURE
Start Right.
●Entity selection
●S-Corp strategy
●Payroll setup
●Financial infrastructure
●S-Corp strategy
●Payroll setup
●Financial infrastructure
→
2. COMPLY
Stay Compliant.
●Monthly bookkeeping
●Quarterly estimates
●Tax filings
●Payroll & deadlines
●Quarterly estimates
●Tax filings
●Payroll & deadlines
→
3. PLAN
Get Ahead.
●Proactive tax strategy
●Decision planning
●Year-end planning
●Ongoing advisory
●Decision planning
●Year-end planning
●Ongoing advisory
→
4. BUILD
Build Your Future.
●Financial planning
●Retirement strategies
●Investment guidance
●Long-term wealth
●Retirement strategies
●Investment guidance
●Long-term wealth
Getting Started Is Simple
Our process. Your peace of mind.
Step 1:
Step 2:
Step 3:
Step 4:
Meet Your Team
We learn your business, income streams and goals, then match you with a dedicated CPA-led team who get to know your numbers as well as your name.
We Build Your Gameplan
We review your structure, tools, taxes and financial picture, then map out a proactive plan covering entity setup, payroll and tax strategy tailored to where you are right now.
We Handle the Rest
Your AIA team manages the ongoing accounting, taxes and compliance calendar. Bookkeeping, filings and deadlines get handled in the background so nothing slips.
You Keep Building
We stay ahead of deadlines, taxes and opportunities while you focus on growing your brand, with ongoing advisory checkpoints as your business scales.
CREATOR FINANCE
From the Blog
Practical tax, accounting, and financial guidance for content creators and modern entrepreneurs.
CREATOR FINANCE
Why Mixing Personal and Business Money Costs Creators More Than They Think
The bookkeeping hygiene that decides whether your LLC's legal protection actually holds up.
Read article →
CREATOR FINANCE
Why Filming in Multiple States Can Complicate Your Taxes
A single paid shoot in another state can create a tax filing obligation there, even if you never come close to living in that state.
Read article →
CREATOR FINANCE
When a Creator Actually Needs an LLC
The step before the S corp conversation. An LLC isn't about how much you're making, it's about what you're already risking.
Read article →Let's Get Introduced 🤝
This is a conversation to get to know your agency and see if we're the right fit. Not every agency needs what we offer today, but you'll walk away with real, actionable next steps either way.
This call is for:
Agencies managing multiple client retainers and irregular cash flowAgencies ready to move past spreadsheets and DIY bookkeepingAgencies that want tax strategy that starts months before filing season
Book a CallFrequently Asked Questions
What services do you provide for digital agencies?+
We handle bookkeeping, tax filing, tax strategy, payroll, and entity setup, all built around how agencies actually manage clients and cash flow.
Do you work with agencies who are just getting started?+
We typically work best with agencies that have consistent revenue and are ready to move past DIY tools, but reach out and we'll tell you honestly if we're a fit.
Can you help manage client retainers and ad spend pass-throughs?+
Yes. We build your books to clearly separate agency revenue from client pass-through spend, so your numbers are never muddy.
Do you handle contractor and freelancer payments?+
Yes, we set up clean payroll and 1099 processes for your contractor network, so tax season isn't a scramble.
Can you help with entity structure as we scale?+
Yes. Entity selection and restructuring is one of the first things we help with as agencies grow and add partners or employees.
How is pricing structured?+
Pricing depends on the scope of services you need. Book a call and we'll walk you through options based on where your agency is today.