Agency Bookkeeping & Financial Strategy

Build the agency you've always wanted — without worrying about the money.

Done-for-you bookkeeping, forecasting, and financial advising for marketing and creative agencies doing $300K–$3M.

Book a Free Agency Finance Review Get the free Agency Financial OS →
Agency Financial OS
Net Allocatable Cash
$221,650
↑ Ahead of plan
YTD Revenue
$1,454,167
On track
Cash Runway
7.2 months
Healthy
Tax Reserve
$34,200
Funded
$50M+
Agency cash flow managed
15 hrs
Avg. founder hours saved/mo
$4K/mo
Average client savings
Sound Familiar?

Running an agency shouldn't
feel like a guessing game.

As an agency owner, you're expected to make big decisions fast. Without clear insight into your numbers, every decision is a gut call.

"
Can we actually afford this next hire, or are we just busy?
"
What happens to cash if two retainers churn at once?
"
Is now the right time to increase my prices?
"
Which clients actually have the best margins?
"
Why does cash feel tight even in good months?
"
How do I plan for taxes without surprises in April?
The Agency Financial OS

We handle the numbers.
You run the agency.

Every client runs on our Agency Financial OS — a repeatable system that keeps your books clean, your dashboard current, and your decisions grounded in real data. No hand-offs, no guesswork.

01
Clean Books, Every Month
We handle bookkeeping, reconciliation, month-end close, and financial statements. Your books are accurate, current, and tax-ready — without you touching them.
02
Monthly OS Review
Each month we run your Agency Financial OS Review — a structured look at actuals vs. plan, margins, runway, tax position, and the one or two decisions you need to make. Clear, fast, actionable.
03
Strategic Guidance
Hiring decisions, owner pay, pricing strategy, cash flow forecasting — we give you the financial framework to make confident decisions at every stage of growth.
Live Dashboard Preview

This is what clarity looks like.

Every client gets a custom Agency Financial OS dashboard — updated monthly, built around your agency's actual numbers. Toggle between scenarios to see how decisions play out before you make them.

Agency Financial OS — Monthly Review ⚠ HIRE SCENARIO
Adding 1 hire at $6,500/mo: cash dips in Q3 then recovers as new capacity generates revenue. Net margin compresses temporarily before rebounding.
Net Allocatable Cash
$187,400
↑ Ahead of plan
Monthly Revenue
$142,500
Current run rate
Gross Margin
71.2%
↑ Above 70% target
P&L Breakdown — This Month
Revenue$142,500
Cost of Delivery$41,000
Gross Profit$101,500
Operating Expenses$56,200
Net Owner Profit$45,300
31.8% net margin
Cash Runway — 6 Month Trend
OctNovDecJanFebMar
Monthly OS Review
✓Books reconciled & closed
✓Dashboard updated & sent
✓Tax reserve funded ($28,400)
✓Owner pay distribution confirmed
→Q3 hire: not yet — keep current pace first
→Client C at 54% margin — flag for repricing
Client Margin Snapshot
Client A82%
Client B74%
Client D67%
Client C ⚠54%
Illustrative sample — the type of dashboard every WGYB client receives monthly. Get yours → Book a call
Client Results

Agency owners who got
financial clarity.

Real outcomes from real agency clients — not just testimonials, actual numbers.

Motor Media Marketing
$3,750/mo
Saves $3,750 every month and 15 hours of founder time — freeing resources to focus on growth.
Lighthouse Communications
$4,000/mo
Saves $4,000 every month and 10 hours, with streamlined financial operations and clear reporting.
Commonstate Marketing
Growth Partner
Gets financial growth partners helping them hire, grow, and pay themselves with easy-to-use reports.
Overline Creative
Weekly Clarity
Crystal-clear weekly financials and top-tier done-for-you service — making it easier to focus on growth.
Live to Thrive
10+ hrs/mo
Unlocked financial clarity, saved 10+ hours a month, and the confidence to scale with a trusted partner.
Mallard Agency
Long-term OS
Found more than bookkeeping — a long-term financial partner who helps them grow with clarity and care.
Free Resource

The Agency Financial OS.
Free.

The exact financial framework we use with every client — hiring decision tools, cash allocation, owner pay, and tax planning. Used across $50M+ in agency cash flow.

Agency Financial OS with hiring, cash, tax, and owner pay frameworks
Weekly financial insights for agency owners
Early access to new tools and client playbooks
Get instant access
Free. Takes 10 minutes to implement the first framework.
Pricing

Simple, transparent pricing
for every stage.

All plans include direct access to Logan — no outsourcing, no hand-offs. Trusted to manage over $50M in annual agency cash flow.

Starter
Foundation
For agencies doing $100K–$500K/year who need clean books and tax-ready financials.
$500–$800 / month
Included
  • Bookkeeping & month-end close
  • Monthly financial statements
  • Year-end tax support & CPA collaboration
  • Semi-annual Agency Financial OS Review
  • Unlimited email support (4-day response)
Book a Free Finance Review →
Most Popular
Growth
Momentum
For agencies doing $500K–$1.5M who want monthly insights and strategic forecasting.
$1,500 / month
Everything in Foundation, plus
  • Quarterly Agency Financial OS Review
  • Custom financial dashboard
  • Annual budget + bi-annual forecasts
  • Tax cash flow planning
  • 48-hour response time
Book a Free Finance Review →
Scale
Executive
For agencies doing $1.5M–$5M+ who need a hands-on finance partner.
$2,500 / month
Everything in Momentum, plus
  • Monthly Agency Financial OS Review
  • Weekly expense report
  • Quarterly forecasts + tax cash flow
  • Ad hoc meetings as needed
  • 24-hour response time
Book a Free Finance Review →
Video Testimonials

Hear it from
the agencies themselves.

Real agency owners talking about what changed when their finances finally made sense.

Client testimonial
Watch on YouTube
Spencer Bradshaw
Commonstate Agency
Client testimonial
Watch on YouTube
Tanner Wendel
Motor Media Marketing
Client testimonial
Watch on YouTube
Preston Dabbs
Moonstep Creative
Client testimonial
Watch on YouTube
JT Grauke
Overline Creative
Client testimonial
Watch on YouTube
Anne Ricketts
Lighthouse Communications
Client testimonial
Watch on YouTube
Andrew Botterbusch
Peak Visuals
Written Reviews

What agency owners say.

★★★★★

"Logan helped me see where my expenses were going and better organized my books. It also made it 10 times easier for me come tax time. He took the time to walk me through my expenses and offered some great suggestions to improve my business. I would highly recommend working with Logan."

Erik Allen
Erik Allen
Founder, Erik Allen Media & Podcast
★★★★★

"Logan at We Got Your Books has been incredibly helpful to my marketing business, organizing the business finances so I can make data-driven decisions. His expertise and communication skills make him an invaluable asset and advisor for any business seeking clarity and confidence in their finances."

Josh Krause
Josh Krause
Owner, Elevate Digital Marketing
★★★★★

"I was introduced to Logan by a friend and couldn't be more happy to have him doing our books. He asks the right questions, is thoughtful, and works really fast. He highlighted a few ways to save money I had never thought about. I definitely recommend working with Logan."

Anne Ricketts
Anne Ricketts
Owner, Lighthouse Communications
Logan Smith
About

Meet Logan Smith.

$50M+
Cash flow managed
10+
Years experience
F500
Consulting background

Before starting We Got Your Books, Logan spent 10+ years in Fortune 500 consulting and corporate finance — working with the kind of financial systems most small agency owners never get access to.

He started WGYB because he kept watching talented agency owners make expensive decisions in the dark — not because they weren't smart, but because no one had ever built them a system that made their numbers make sense. That's the whole job.

Every agency client gets direct access to Logan — no outsourcing, no hand-offs, no junior staff. You get a finance partner who knows your numbers as well as you do, and can talk through them in plain English.

We Got Your Books is a US-based firm currently managing over $50M in annual agency cash flow across marketing, creative, and service businesses doing $300K–$5M in revenue.

Book a Free Finance Review Get the free OS →
FAQ

Common questions.

If your question isn't here, ask it on the call.

We begin updating your books the moment you pass them off. Our onboarding ensures your books are fully up-to-date within the first 30 days. You'll see progress immediately, with clear financial insights delivered as we work.
You get direct access to Logan, the founder. We do not outsource any financial work — no bookkeeping, consulting, or forecasting is handled by anyone else. You'll always have a US-based financial professional in your corner.
We prefer QuickBooks Online for all clients. If you currently use Xero or Wave, we can discuss whether migration makes sense on a discovery call.
Onboarding requires 3–5 hours of your time. After that, we operate on a done-for-you model — typically 15–30 minutes of input per month, usually answering a question or approving something.
No — we work exclusively with service-based businesses. If you carry physical inventory, own business property or vehicles, or have substantial equipment, we likely aren't the right fit. Book a call if you're unsure.
No — we don't file taxes or provide tax advising. We do work closely with your CPA and provide reconciled, tax-ready financials that make their job significantly easier and faster.
We offer a 30-day satisfaction guarantee. If you're not completely happy, we'll either refund your payment or work to make it right.
We support US entities regardless of where the founder is based in the world. We do not currently support foreign entities.

Ready to know your numbers?
Let's talk.

30-minute call. No pressure. We'll tell you exactly what we'd do with your books and whether we're the right fit.

Book a Free Agency Finance Review Get the free Agency Financial OS →