💰 ARE YOU MISSING OUT ON TAX SAVINGS? Grab our SMART TAX CHEAT SHEET: 71 tax deductions your business can claim


💰 ARE YOU MISSING OUT ON TAX SAVINGS? Grab our SMART TAX CHEAT SHEET: 71 tax deductions your business can claim

CREATIVE & CONSULTING AGENCIES

We take care of the finances.

You serve clients & scale your agency.

NO MORE WTF?! MONEY MOMENTS. JUST PEACE AND PROFIT.

CREATIVE & CONSULTING AGENCIES

We take care of the finances.

You serve clients & scale your agency.

NO MORE WTF?! MONEY MOMENTS.

JUST PEACE AND PROFIT.


LET'S BE REAL FOR A SEC...

😵‍💫 You didn’t start your agency to become a financial expert

You’re not here to play with complex cash flow models or decode confusing reports.

You just want to land great clients, deliver outstanding work, and build something that lasts —

while bringing home some good $$$.

Your books might be “done,”

but when it comes to the numbers that really matter, you’re still in the dark.

Margins? Murky.

Profit leaks? Sneaky.

BIG QUESTIONS KEEP BUZZING:

Which clients and projects are actually profitable?

Should you continue with freelancers or go full time hire?

Can you afford to invest in that project management system?

And why does revenue look good, but the bank balance doesn’t?

Truth is:

You’ve outgrown basic bookkeeping.

You need insights that help you lead and scale with clarity.

That’s where we come in.

We bring CFO-level know-how

(without the six-figure price tag).

We expose those quiet profit drains others miss, and turn your financials into your secret weapon for

maximizing profits — not just revenue.

Less stress over numbers.

More time winning clients, leading your team, and living your best life.


LET'S BE REAL FOR A SEC...


😵‍💫 You didn’t start your agency to become a financial expert

You’re not here to play with complex cash flow models or decode confusing reports.

You just want to land great clients, deliver outstanding work, and build something that lasts — while bringing home some good $$$.

Your books might be “done,” but when it comes to the numbers that really matter, you’re still in the dark.

Margins? Murky.

Profit leaks? Sneaky.

BIG QUESTIONS KEEP BUZZING:

Which clients and projects are actually profitable?

Should you continue with freelancers or go full time hire?

Can you afford to invest in that project management system?

And why does revenue look good, but the bank balance doesn’t?

Truth is: You’ve outgrown basic bookkeeping.

You need insights that help you lead and scale with clarity.

That’s where we come in.

We bring CFO-level know-how (without the six-figure price tag).

We expose those quiet profit drains others miss, and turn your financials into your secret weapon for maximizing profits — not just revenue.

Less stress over numbers.

More time winning clients, leading your team, and living your best life.

Managing your agency’s finances shouldn’t feel like rocket science.

  • You’re bringing in revenue — but you don’t really know what’s landing in your pocket.

  • Cash flow? You’re either flying blind on gut instinct… or drowning in spreadsheets that still don’t give a clear picture.

  • Invoices, client payments, and project costs? A tangled mess that keeps you up at night.

  • You’re juggling multiple clients and projects — but can’t easily tell which ones are actually profitable.

  • Freelancer costs are creeping up, and you’re wondering: should we just hire in-house?

  • You want to invest in better tools or grow the team — but no idea if the budget’s there.

  • And your financial reports? Buried in spreadsheets or accounting software that feels more confusing than helpful.

If any of this hits home,

Hi 👋 You’re exactly where you need to be.

Managing your agency’s finances

shouldn’t feel like rocket science.

  • You’re bringing in revenue — but you don’t really know what’s landing in your pocket.

  • Cash flow? You’re either flying blind on gut instinct… or drowning in spreadsheets that still don’t give a clear picture.

  • Invoices, client payments, and project costs? A tangled mess that keeps you up at night.

  • You’re juggling multiple clients and projects — but can’t easily tell which ones are actually profitable.

  • Freelancer costs are creeping up, and you’re wondering: should we just hire in-house?

  • You want to invest in better tools or grow the team — but no idea if the budget’s there.

  • And your financial reports? Buried in spreadsheets or accounting software that feels more confusing than helpful.

If any of this hits home,

Hi 👋 You’re exactly where you need to be.


The truth is: you don’t need
“better bookkeeping””


The truth is: you don’t need “better bookkeeping”

At WTF Accounting, we turn messy spreadsheets into money clarity.

We help you:

✅ Turn messy reports into clear, strategic insights

✅ Know which clients, projects & services drive profit — and which don’t

✅ Get a firm handle on cash flow (no more cash crunch surprises!)

✅ Make confident calls on hiring, tools, and growth (no more guessing!)

✅ Spot and stop profit leaks early

Protect your margins — so you’re not skipping your own paycheck to keep the lights on.

Stay ahead of tax time with zero last-minute panic!

Grow with a smart, numbers-backed plan

And most importantly? You’ll sleep like a babyknowing your books are covered, your taxes are sorted.

At WTF Accounting, we turn messy

spreadsheets into money clarity.

We help you:

✅ Turn messy reports into clear, strategic insights

✅ Know which clients, projects & services drive profit — and which don’t

✅ Get a firm handle on cash flow (no more cash crunch surprises!)

✅ Make confident calls on hiring, tools, and growth (no more guessing!)

✅ Spot and stop profit leaks early

Protect your margins — so you’re not skipping your own paycheck to keep the lights on.

Stay ahead of tax time with zero last-minute panic!

Grow with a smart, numbers-backed plan

And most importantly? You’ll sleep like a baby

knowing your books are covered, your taxes are sorted.

Things were just a huge mess before - now, I know exactly what’s going on with my numbers!


After my last bookkeeper resigned, I realized my books were in a huge mess, I didn’t know who had paid, who hadn’t, it was just messy! Debbie came in and set up Xero, cleaned things up, created simple reports. Things just work now. I know what’s going on with my finances... and I can make decisions way faster because I’m not second-guessing everything.

Pam, JCC Chamber of Commerce.

Things were just a huge mess before - now, I know exactly what’s going on with my numbers!


After my last bookkeeper resigned, I realized my books were in a huge mess, I didn’t know who had paid, who hadn’t, it was just messy! Debbie came in and set up Xero, cleaned things up, created simple reports. Things just work now. I know what’s going on with my finances... and I can make decisions way faster because I’m not second-guessing everything.

Pam, JCC Chamber of Commerce.

WHAT WE DO FOR YOU

AKA the “money stuff” you never want to deal with again.

🧾 Transaction categorizing

So you know what’s actually making you money — and what’s draining it. Retainers, project fees, subcontractors, ad spend, software — all tagged properly so your reports (and decisions) are based on clean, complete data.

💸 Matching banks and balancing

Multiple bank accounts and payment methods, random charges on your business cards from tools your designer “just grabbed quickly”? We keep everything tidy and synced so nothing slips through the cracks.

📊 Monthly reports you’ll actually understand

No accounting jargon. Just clear breakdowns showing what’s profitable, what’s eating into margins, and where your cash is going. So you can price smarter, plan better, and stop flying blind.

💰 Know your cashflow — for real

See what’s coming in, what’s going out, and what’s actually left. No more guesswork about whether you can afford that hire, take a dividend, or invest in a rebrand — we show you your real runway and help you plan ahead.

✅ Plan ahead for taxes.

No last-minute freak-outs. We flag what’s deductible, help you set money aside, and keep you prepped all year-round — not just when tax season hits.

🔺 Flag the stuff others miss.

Burning hours on clients who barely pay? Freelancers quietly doubling your bills? Still skipping your own paycheck? We call out these sneaky drains that other bookkeepers won’t mention — so you can stop bleeding cash and finally get paid what you deserve.

📅 Year-round support (not just at tax time)Thinking about growing your team, switching to retainers, or raising your rates? We’ll share the numbers and insights you need to make confident business decisions year-round.

WHAT WE DO FOR YOU

AKA the “money stuff” you never want to deal with again.

🧾 Transaction categorizing

So you know what’s actually making you money — and what’s draining it. Retainers, project fees, subcontractors, ad spend, software — all tagged properly so your reports (and decisions) are based on clean, complete data.

💸 Matching banks and balancing

Multiple bank accounts and payment methods, random charges on your business cards from tools your designer “just grabbed quickly”? We keep everything tidy and synced so nothing slips through the cracks.

📊 Monthly reports you’ll actually understand

No accounting jargon. Just clear breakdowns showing what’s profitable, what’s eating into margins, and where your cash is going. So you can price smarter, plan better, and stop flying blind.

💰 Know your cashflow — for real

See what’s coming in, what’s going out, and what’s actually left. No more guesswork about whether you can afford that hire, take a dividend, or invest in a rebrand — we show you your real runway and help you plan ahead.

✅ Plan ahead for taxes.

No last-minute freak-outs. We flag what’s deductible, help you set money aside, and keep you prepped all year-round — not just when tax season hits.

🔺 Flag the stuff others miss.

Burning hours on clients who barely pay? Freelancers quietly doubling your bills? Still skipping your own paycheck? We call out these sneaky drains that other bookkeepers won’t mention — so you can stop bleeding cash and finally get paid what you deserve.

📅 Year-round support (not just at tax time)Thinking about growing your team, switching to retainers, or raising your rates? We’ll share the numbers and insights you need to make confident business decisions year-round.

3 WAYS TO WORK WITH US

💸 WTF Accounting

Packages for Agencies

From growing studios to million-pound agencies — we cut the fluff, sharpen your money moves, and boost profits (not just revenue) so you actually take more $$$$ home!


1. THE FOUNDRY

Bookkeeping essentials for startup agencies making $50k $250k/year

For founders with a small team who want clean books, compliance handled, and simple financial support.


✅ Monthly bookkeeping in Xero

✅ Income/expense tracking (biz bank, stripe, paypal, other + director claims)

✅ Local VAT filing (if applicable)

✅ Simple monthly reports

✅ Dashboards for income, expenses, and profit

✅ Simple cashflow overview

✅ Monthly video insights

✅ Quarterly financial reviews

✅ Quarterly tax-ready reports

✅ Email support for “WTF is this?” questions

✅ CPA-ready books at year-end


💰 Starting from $700/month

(Varies based on transactions & platforms)


2. AGENCY BUILDER

Bookkeeping & compliance with CFO insights for growing agencies (£250k–£1M/year) who need clarity on margins and financial performance.

Includes everything in THE FOUNDRY, plus:

✅ Profit by service/product (so you know what to cut and what to double down on!)

✅ Profit by project and team (so you know when scope creep is eating your margins!)

✅ Strategic cashflow forecasting

✅ Budget vs Actuals

✅ Monthly financial review calls

✅ Quarterly strategic & profit planning sessions


💰 Starting from $1400/month

(Custom based on your setup)


3. THE EMPIRE

CFO level support for established agencies ( £1M+/year) ready to scale — with clarity and all the strategy. (Without a six-figure CFO salary!)


Includes everything in AGENCY BUILDER, plus:

✅ Scenario forecasting (what if you hire, increase ads, add service?)

✅ Marketing spend analysis & ROI tracking

✅ Strategic planning tied to business goals

✅ Weekly Financial Reports

Monthly Debtor reports (so you know who to follow up with for your money!)

✅ Monthly strategic financial calls

✅ Local VAT filing (UK only)


💰 Starting from $2400/month

(Depends on business complexity)

We’ll give you the insights to grow, stay financially fit, & focus on what matters.

3 WAYS TO WORK WITH US

💸 WTF Accounting Packages for Agencies

From growing studios to million-pound agencies — we cut the fluff, sharpen your money moves, and boost profits (not just revenue) so you actually take more $$$$ home!


1. THE FOUNDRY

Bookkeeping essentials for startup agencies making $50k–$250k/yearFor founders with a small team who want clean books, compliance handled, and simple financial support.


✅ Monthly bookkeeping in Xero

✅ Income/expense tracking (biz bank, stripe, paypal, other + director claims)

✅ Local VAT filing (if applicable)

✅ Simple monthly reports

✅ Dashboards for income, expenses, and profit

✅ Simple cashflow overview

✅ Monthly video insights

✅ Quarterly financial reviews

✅ Quarterly tax-ready reports

✅ Email support for “WTF is this?” questions

✅ CPA-ready books at year-end


💰 Starting from $700/month

(Varies based on transactions & platforms)


2. AGENCY BUILDER

Bookkeeping & compliance with CFO insights for growing agencies (£250k–£1M/year) who need clarity on margins and financial performance.

Includes everything in THE FOUNDRY, plus:

✅ Profit by service/product (so you know what to cut and what to double down on!)

✅ Profit by project and team (so you know when scope creep is eating your margins!)

✅ Strategic cashflow forecasting

✅ Budget vs Actuals

✅ Monthly financial review calls

✅ Quarterly strategic & profit planning sessions


💰 Starting from $1400/month

(Custom based on your setup)


3. THE EMPIRE

CFO level support for established agencies ( £1M+/year) ready to scale — with clarity and all the strategy. (Without a six-figure CFO salary!)


Includes everything in AGENCY BUILDER, plus:

✅ Scenario forecasting (what if you hire, increase ads, add service?)

✅ Marketing spend analysis & ROI tracking

✅ Strategic planning tied to business goals

✅ Weekly Financial Reports

Monthly Debtor reports (so you know who to follow up with for your money!)

✅ Monthly strategic financial calls

✅ Local VAT filing (UK only)


💰 Starting from $2400/month

(Depends on business complexity)


We’ll give you the insights to grow, stay financially fit, & focus on what matters.

😅 2 years of catch-up, finally DONE—and it was way easier than I expected.


“I wasn’t ready to hire a bookkeeper, but I knew I needed to get organized. The Profit Pulse Tracker helped me finally get my expenses in order and track my capital. It’s all filed now—no more stressing about taxes or losing sleep over it.”

Michael, MissyMey Books.

NEED A LITTLE EXTRA?

HERE’S THE A-LA-CARTE MENU

XERO SET-UP / MIGRATION

Need a one time set up of Xero - we’ve got you! Want to move across from Quick books, Sage or any other platform, we’ll get you up and running fast! (NOTE: Xero set-up is included in all our bookkeeping packages when you join for 3+ months) From $300 - depending on your set up.

CATCH UP BOOKS

Behind a couple months - or years! (no judgement here!) we’ll help you get sorted. From $350 per month you’re behind - depending on transaction volume and number of platforms. Save 30% when you sign up for an annual contract. Need it done fast? We offer 3 day catch up intensives. Apply here.

FIX MY BOOKS

Books a mess? Not sure what’s what or how to fix it - we’ll put our sleuth on and whip everything into shape. From $400 per month that needs fixing(because sleuthing takes more than just doing 😉) Save 30% when you sign up for an annual contract.

PAYROLL

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.

GLOBAL SALES TAX

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ANNUAL TAXES

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.

PROFIT SAVVY TEAM TRAINING

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👉 Click on each one to learn more

READY TO GET STARTED?

HERE’S HOW IT WORKS

FILL OUT A QUICK

APPLICATION FORM


Short and sweet - takes less

than 5 mins to complete!

GET A CUSTOM

PROPOSAL

We’ll get clear on what you

need and send you a custom

proposal showing how we

can help!

GET YOUR TIME

(&SANITY BACK)

We’ll take care of your

finances so you can focus

on growing your business

(& enjoying life!)

Prefer to talk to someone first?

Book a discovery call here


Let us worry about crunching the numbers

Cashflow and forecasting is critical in our business, Debbie made it simple...

Founding a company is no easy feat, securing funding is even harder. Debbie helped make sure we had a strong cash flow and that our numbers told our story when presenting to investors. She’s steady, sharp, and truly gets what early-stage founders need.

Henry, MySportsWellbeing.

“From pen and paper to financial clarity!”

I used to track my sales in a little black book and keep receipts in a file… but it got so hard to keep up, and I had no idea how to get everything tax-ready and compliant. Debbie came in, set up a simple spreadsheet system (no fancy software needed!), and voilà—now I can breathe easy knowing someone’s got my finances covered while I focus on growing my business!

Jo Soap, Website.

😅 2 years of catch-up, finally DONE—and it was way easier than I expected.


“I wasn’t ready to hire a bookkeeper, but I knew I needed to get organized. The Profit Pulse Tracker helped me finally get my expenses in order and track my capital. It’s all filed now—no more stressing about taxes or losing sleep over it.”

Michael, MissyMey Books.

NEED A LITTLE EXTRA?

HERE’S THE A-LA-CARTE MENU

XERO SET-UP / MIGRATION

Need a one time set up of Xero - we’ve got you! Want to move across from Quick books, Sage or any other platform, we’ll get you up and running fast! (NOTE: Xero set-up is included in all our bookkeeping packages when you join for 3+ months) From $300 - depending on your set up.

CATCH UP BOOKS

Behind a couple months - or years! (no judgement here!) we’ll help you get sorted. From $350 per month you’re behind - depending on transaction volume and number of platforms. Save 30% when you sign up for an annual contract. Need it done fast? We offer 3 day catch up intensives. Apply here.

FIX MY BOOKS

Books a mess? Not sure what’s what or how to fix it - we’ll put our sleuth on and whip everything into shape. From $400 per month that needs fixing(because sleuthing takes more than just doing 😉) Save 30% when you sign up for an annual contract.

PAYROLL

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.

GLOBAL SALES TAX

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.

ANNUAL TAXES

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.

PROFIT SAVVY TEAM TRAINING

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.


👉 Click on each one to learn more

READY TO GET STARTED?

HERE’S HOW IT WORKS

FILL OUT A QUICK

APPLICATION FORM


Short and sweet - takes less

than 5 mins to complete!

GET A CUSTOM

PROPOSAL

We’ll get clear on what you

need and send you a custom

proposal showing how we

can help!

GET YOUR TIME (&SANITY BACK)

We’ll take care of your

finances so you can focus

on growing your business

(& enjoying life!)


Prefer to talk to someone first? Book a discovery call here

WHY WORK WITH US

We’re not your average accountants

(and that’s a good thing)

We speak human. We keep it real.

And we’ll never make you feel dumb for asking the money questions that keep you up at night.

We get your agency world

Client projects, retainers, proposal back-and-forth, fluctuating cash flow, multiple contractors, and all the deadlines in between.

We care about your goals

Your take-home pay matters just as much as your turnover — because what’s the point of growth if it doesn’t pay you?

We’ve got your back

whether you’re onboarding new clients, scaling your team, juggling multiple projects, or closing your biggest deal yet!

We’re here for clarity, clean books, and better business decisions.

But most importantly – we’re here for YOU!


Let us worry about crunching the numbers

Cashflow and forecasting is critical in our business, Debbie made it simple...

Founding a company is no easy feat, securing funding is even harder. Debbie helped make sure we had a strong cash flow and that our numbers told our story when presenting to investors. She’s steady, sharp, and truly gets what early-stage founders need.

Henry, MySportsWellbeing.

“From pen and paper to financial clarity!”

I used to track my sales in a little black book and keep receipts in a file… but it got so hard to keep up, and I had no idea how to get everything tax-ready and compliant. Debbie came in, set up a simple spreadsheet system (no fancy software needed!), and voilà—now I can breathe easy knowing someone’s got my finances covered while I focus on growing my business!

Jo Soap, Website.

WHY WORK WITH US

We’re not your typical number crunchers

(and that’s a damn good thing)

We speak human. We keep it real.

And we’ll never make you feel dumb for asking the money questions

that keep you up at night.

We get your agency world

Client projects, retainers, proposal back-and-forth, fluctuating cash flow, multiple contractors, and all the deadlines in between.

We care about your goals

Your take-home pay matters just as much as your turnover

— because what’s the point of growth if it doesn’t pay you?

We’ve got your back

whether you’re onboarding new clients, scaling your team, juggling multiple projects, or closing your biggest deal yet!

We’re here for clarity, clean books, and better business decisions.


But most importantly – we’re here for YOU!


How We Turn Chaos into Cash Flow

The YES Framework

YOUR FOUNDATION

We clean up your books, set things straight, and give you a clear starting point.

ESTABLISHING SYSTEMS

We install smooth systems that keep your finances on point—and give you back your sanity.

STRATEGIC SCALING

Use your financial insights to make CEO decisions and grow with confidence!

Ready for financial bliss?

“Our UK and US filings are finally sorted—huge sigh of relief!”


After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.

We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!

Youmna, Website.

LET’S RECAP

💸 Our Services for Coaches

Whether you're fully booked 1:1, launching your first course, or scaling to $1M+, we’ve got you covered.

THE FOUNDRY

Bookkeeping essentials for coaches under $100k/year, under 50 transactions/ month

  • Monthly bookkeeping (Xero)

  • Categorizing income & expenses

  • Bank + payment processor reconciliations (2 platforms)

  • Email support for “WTF is this?” questions

  • Simple monthly reports

  • Quarterly tax-ready reports

  • CPA-ready books at year-end

💰 Starting from $350/month

(Price depends on number of transactions & payment platforms)

AGENCY BUILDER

Bookkeeping + compliance for growing businesses ($100k–$1M) dealing with digital products, multiple platforms, and team

EVERYTHING IN THE FOUNDRY:

  • Monthly bookkeeping (Xero)

  • Categorizing income & expenses

  • Bank + payment processor reconciliations (2 platforms)

  • Email support for “WTF is this?” questions

  • Simple monthly reports

  • Quarterly tax-ready reports

  • CPA-ready books at year-end

SCALING EMPIRE

CFO insights for $1M+ coaches and course creators ready to make data-driven decisions

EVERYTHING IN THE FOUNDRY:

  • Monthly bookkeeping (Xero)

  • Categorizing income & expenses

  • Bank + payment processor reconciliations (2 platforms)

  • Email support for “WTF is this?” questions

  • Simple monthly reports

  • Quarterly tax-ready reports

  • CPA-ready books at year-end

PLUS:

  • Monthly ‘Your-Financial-Insights’ Videos

  • Quarterly review calls

  • Simple Cashflow forecasting

  • Local VAT filing

  • Payroll for employees

💰 Starting from $550/month

(Price depends on number of transactions & payment platforms)

EVERYTHING IN AGENCY BUILDER:

  • Monthly ‘Your-Finanical-Insights’ Videos

  • Quarterly review calls

  • Simple Cashflow forecasting

  • Local VAT filing

  • Payroll for employees

PLUS:

  • Strategic Cashflow forecasting

  • Monthly strategy meeting

  • Profit by product / offer line

  • Marketing financial review (so you know your efforts are paying dividends)

  • Budget vs. actuals

  • Scenario forecasting (what if I hire, cut ads, launch again?)

💰 Starting from $1200/month

(Price depends on number of transactions & payment platforms)

OTHER BOOKKEEPERS COUNT BEANS

You in? Let's get started

Want to talk to someone INSTEAD? book a discovery call here


How We Turn Chaos into Cash Flow

The YES Framework

YOUR FOUNDATION

We clean up your books, set things straight, and give you a clear starting point.

ESTABLISHING SYSTEMS

We install smooth systems that keep your finances on point—and give you back your sanity.

STRATEGIC SCALING

Use your financial insights to make CEO decisions and grow with confidence!

Ready for financial bliss?

“Our UK and US filings are finally sorted—huge sigh of relief!”


After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.

We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!

Youmna, Website.

LET’S RECAP

💸 Our Services for Agencies


Whether you're, hitting your first 6-figures, or scaling to multiple millions, we’ve got you covered.

THE FOUNDRY

Bookkeeping essentials for startup agencies making $50k–$250k/year. For founders with a small team who want clean books, compliance handled, and simple financial support.

  • Monthly bookkeeping (Xero)

  • Income/expense tracking (biz bank, stripe, paypal, other + director claims)

  • Local VAT filing (if applicable)

  • Simple monthly reports

  • Monthly video insights

  • Quarterly financial reviews

  • Quarterly tax-ready reports

  • Email support for “WTF is this?” questions

  • CPA-ready books at year-end

💰 Starting from $700/month

(Price depends on number of transactions & payment platforms)

AGENCY BUILDER

Bookkeeping & compliance with CFO insights for growing agencies (£250k–£1M/year) who need clarity on margins and financial performance.

EVERYTHING IN THE FOUNDRY:

  • Monthly bookkeeping (Xero)

  • Income/expense tracking (biz bank, stripe, paypal, other + director claims)

  • Local VAT filing (if applicable)

  • Simple monthly reports

  • Monthly video insights

  • Quarterly financial reviews

  • Quarterly tax-ready reports

  • Email support for “WTF is this?” questions

  • CPA-ready books at year-end

PLUS:

  • Profit by service/product (so you know what to cut and what to double down on!)

  • Profit by project and team (so you know when scope creep is eating your margins!)

  • Strategic cashflow forecasting

  • Budget vs Actuals

  • Monthly financial review calls

  • Quarterly strategic & profit planning sessions

  • Local VAT filing (UK only)

💰 Starting from $1400/month

(Custom based on your setup)

SCALING EMPIRE

CFO insights for $1M+ coaches and course creators ready to make data-driven decisions

EVERYTHING IN THE FOUNDRY:

  • Monthly bookkeeping (Xero)

  • Income/expense tracking (biz bank, stripe, paypal, other + director claims)

  • Local VAT filing (if applicable)

  • Simple monthly reports

  • Monthly video insights

  • Quarterly financial reviews

  • Quarterly tax-ready reports

  • Email support for “WTF is this?” questions

  • CPA-ready books at year-end

EVERYTHING IN AGENCY BUILDER:

  • Profit by service/product (so you know what to cut and what to double down on!)

  • Profit by project and team (so you know when scope creep is eating your margins!)

  • Strategic cashflow forecasting

  • Budget vs Actuals

  • Monthly financial review calls

  • Quarterly strategic & profit planning sessions

  • Local VAT filing (UK only)

PLUS:

  • Scenario forecasting (what if you hire, increase ads, add service?)

  • Marketing spend analysis & ROI tracking

  • Strategic planning tied to business goals

  • Weekly Financial Reports

  • Monthly Debtor reports (so you know who to follow up with for your money!)

  • Monthly strategic financial calls

💰 Starting from $2400/month

(Depends on business complexity)

OTHER BOOKKEEPERS COUNT BEANS

“Our UK and US filings are finally sorted—huge sigh of relief!”


After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.

We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!

Youmna, Website.

You in? Let's get started

Want to talk to someone INSTEAD?

Book a discovery call here

“Our UK and US filings are finally sorted—huge sigh of relief!”


After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.

We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!

Youmna, Website.


Agency Money Audit 🔍

Want a one-time deep dive into your finances?


Messy books hiding your profits?


Get a clear, no-fluff audit that exposes profit leaks, cash flow risks, and financial blind spots — so you know exactly where to fix and how to scale confidently.


Includes:


✔️ Review of your bookkeeping and key financial reports


✔️ Margin analysis across clients/projects


✔️ Identification of gaps and missed opportunities


✔️ A 60–90 min strategy call with tailored recommendations


✔️ Clear action plan to boost profits and fix leaks

Ideal if you want a taster before committing to ongoing support and want expert insights now.

Get clarity. Spot opportunities. Walk away with a clear, confident path to growth.


Agency Money Audit 🔍

Want a one-time deep dive

into your finances?


Messy books hiding your profits?


Get a clear, no-fluff audit that exposes profit leaks, cash flow risks, and financial blind spots — so you know exactly where to fix and how to scale confidently.


Includes:


✔️ Review of your bookkeeping and key financial reports


✔️ Margin analysis across clients/projects


✔️ Identification of gaps and missed opportunities


✔️ A 60–90 min strategy call with tailored recommendations


✔️ Clear action plan to boost profits and fix leaks

Ideal if you want a taster before committing to ongoing support and want expert insights now.

Get clarity. Spot opportunities. Walk away with a clear, confident path to growth.


FREE GUIDE

71 TAX DEDUCTIONS FOR SMALL BUSINESSES


Numbers don’t have to scare you!


Stay on top of your numbers and stop stressing over taxes with this easy-to-follow checklist.

FREE GUIDE

71 TAX DEDUCTIONS FOR SMALL BUSINESSES


Numbers don’t have to scare you!


Stay on top of your numbers and stop stressing over taxes with this easy-to-follow checklist.

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HOME

ABOUT

WORK WITH ME

BLOG

CONTACT

PROFIT PULSE TRACKER

PROFITABLE CEO MEMBERSHIP

DONE FOR YOU BOOKKEEPING

PART TIME CFO

TAX FILING PARTNERS

AFFILIATES