Client Background

A 7-employee digital marketing agency based in Austin, Texas, was growing rapidly with over 40 active clients. The owner was passionate about creative work but overwhelmed by financial management.

Challenges

– Spent 15+ hours every month manually entering transactions.
– Bank reconciliations were often 2–3 months behind.
– Reports lacked accuracy, making budgeting impossible.

Our Solution

– Migrated their books to QuickBooks Online.
– Automated bank feeds and categorized expenses with custom rules.
– Set up a monthly reconciliation process and delivered clear P&L reports.
– Introduced a quarterly financial review with insights.

Results

✅ Owner saved 15 hours/month and shifted focus back to clients.
✅ Reporting accuracy improved by 90%.
✅ The agency gained real-time visibility into profits and cash flow.
✅ They used insights to cut unnecessary subscriptions and save $12,000 annually.