Your books, current every month — so tax season is a formality, not a scramble.
I handle monthly bookkeeping for solo consultants and small agencies: transactions categorized, accounts reconciled, payroll reports run. Flat fee, agreed before we start.
I’m an Enrolled Agent, which means I’m federally licensed to represent clients directly before the IRS. Most bookkeepers can’t do that at all.
— Priya Anand, EA
Book my free 20-minute callIf any of this sounds familiar, it’s what I fix
My clients are marketing and creative agency owners, two to ten people, somewhere between $200K and $1.5M a year. They started their own books in QuickBooks and it got away from them.
- Duplicate transactions nobody has reconciled in months
- Uncategorized expenses piling up toward a year-end problem
- No real read on which retainer clients are actually profitable
- A quiet dread every time the accountant emails in March
You’re not looking for a CFO. You’re looking for the books to stop being a source of dread.
What happens every month
- Transactions and reconciliation
- Bank, credit card and payment-processor accounts tied out to the penny. Duplicates and miscategorized items caught before they harden.
- Contractor payouts
- A rotating bench of freelancers, tracked cleanly all year, so 1099 season is a report rather than a reconstruction project.
- Margin reporting
- Project and retainer-level reporting in plain English — which clients carry the agency, and which ones quietly eat it.
- At year end
- Books closed and documented, handed to your tax preparer. Nothing to rebuild from a folder of receipts in April.
Priya took over books that were 8 months behind and had them current in three weeks. First time in two years I actually knew what my agency’s real margin was on retainer clients.
Three reasons agency owners pick me
1. The Enrolled Agent credential
An Enrolled Agent is licensed by the federal government to represent taxpayers before the IRS — responding to notices, handling audits, negotiating on your behalf. Most bookkeepers cannot do this. Some CPA firms can, and charge considerably more than I do.
2. A flat monthly fee, set upfront
Priced on your transaction volume and agreed before we start. No hourly meter, which means asking me a question never costs you anything. Starts at $450 a month.
3. Agencies only
Contractor payouts, client trust accounting, project-based margin reporting — I already know how these work. You’re not paying me to learn your business model.
She caught a $4,200 duplicate vendor payment our old bookkeeper missed for two quarters. Paid for a full year of her fee just from that one catch.
The practice, in numbers
| Active agency clients | 14 |
|---|---|
| Average client relationship | 2.5 years |
| Years in bookkeeping and tax | 9 |
| Before going solo | 5 years at a regional accounting firm |
| Fee | Flat monthly, from $450 |
Before you book
My books are a mess and I’m behind. Is that a problem?
It’s the normal starting point here, not the exception. Bring me whatever exists in QuickBooks today. Cleanup gets scoped on the call alongside the ongoing work.
What will it actually cost?
Starts at $450 a month. The exact number depends on your transaction volume, which is the first thing we look at on the call. I’d rather quote you accurately than publish a package table that turns out not to fit your books.
Do you file my tax return too?
This service is monthly bookkeeping. I close your books and hand your tax preparer a clean, documented set. Bring the return question to the call and I’ll tell you plainly what I can and can’t take on for you.
What happens on the call?
You show me what state the books are in, I tell you what it would take to get them current and what the monthly fee would be. No prep needed, no obligation at the end.
Twenty minutes to find out where your books actually stand.
Bring the mess. I’ll scope it, quote a flat monthly fee, and you decide from there.
Book my free 20-minute call