Profitable books for digital agencies.
Agency finances are messy by nature — retainers, project fees, contractor payments, and pass-through costs all mixed together. We untangle it all so you know exactly where your money is.
Sound Familiar?
The problems every agency owner knows too well.
If any of these hit close to home, you're not alone — and you're exactly who we built SnapBooks for.
Retainers hit one month, nothing the next — your revenue looks like a rollercoaster
You're managing 12 client projects but have no idea which ones are actually profitable
Contractor 1099s pile up and you haven't tracked payments all year
Scope creep is eating your margins but you can't prove it with numbers
Your media spend and pass-through costs blur with your actual income
Tax season is a 3-week nightmare because nothing was categorized properly
What We Handle
Everything your agency's books need.
We handle the full financial picture — from day-to-day bookkeeping to the project-level reporting your team needs to actually run a profitable agency.
Retainer & project revenue tracking
Contractor & freelancer 1099 management
Pass-through cost & media spend reconciliation
Project profitability reporting
Monthly bookkeeping & bank reconciliation
Payroll & benefits expense tracking
Why SnapBooks
Built for agencies. Not adapted for them.
Most bookkeepers weren't built for the way agencies operate. We were.
We understand agency revenue
Retainers, project fees, pass-throughs, and media spend all tracked separately so your P&L actually tells a story — not a blended number that's impossible to act on.
Contractor management done right
We track every 1099 contractor payment throughout the year so there are no surprises come January. No last-minute scrambles, no missed filings.
Know your real margins
We build reporting that shows you which clients, services, and team members are actually driving profit — so you can double down on what works and fix what doesn't.
Transparent Pricing
Agency bookkeeping
from $399/mo.
No long-term contracts. Cancel anytime.
Flat-rate pricing based on your revenue tier. No hourly billing, no surprise invoices. Add fractional CFO advisory as your agency scales.
Common questions
Do you work with both small boutique agencies and larger shops?
Yes. We work with agencies of all sizes — from solo creative shops billing $200k/year to multi-team agencies with $5M+ in revenue. Our plans scale with your business, and we tailor reporting to fit whether you're tracking a handful of clients or dozens of active projects across multiple service lines.
How do you handle pass-through costs and media buys?
Pass-throughs and media buys are one of the most common sources of confusion in agency books. We set up dedicated tracking to separate those costs from your own operating expenses, so your P&L reflects your actual agency margin — not a blended number that includes client media spend.
Can you track profitability by client or project?
Absolutely. We build project- and client-level profitability reports so you can see exactly which engagements are driving your margins and which ones are quietly draining your team. This is one of the most valuable things we do for agencies — most of our clients are surprised by what they find.
How do you manage contractor and freelancer payments?
We track every payment to 1099 contractors throughout the year, flag anyone who crosses the IRS threshold, and prepare your 1099-NEC filings so January isn't a scramble. We also help you set up a clean system for onboarding new contractors so the tracking stays current all year.
Do you integrate with agency tools like HubSpot, Monday, or Harvest?
We work directly with QuickBooks Online and Xero, and we can pull data from tools like Harvest, Stripe, and your bank feeds. While we don't natively connect to every project management tool, we'll work with your team to build a clean reporting flow that bridges your operational data with your financials.
Stop losing sleep over your books.
You built something great. Let us handle the numbers — so you can stay focused on what actually moves the needle.
No contracts · No hidden fees · Cancel anytime