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.
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Can we actually afford this next hire, or are we just busy?
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What happens to cash if two retainers churn at once?
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Is now the right time to increase my prices?
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Which clients actually have the best margins?
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Why does cash feel tight even in good months?
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How do I plan for taxes without surprises in April?
The Cost of Running Blind
Running blind costs more than any bookkeeper ever will.
For an agency doing around $1M a year, here's what deciding without real financial data typically costs. None of it shows up as a line item — which is exactly why it never gets fixed.
Where agencies lose moneyPer year
Underpriced retainersNo margin data by client means renewals get priced on intuition — 2–3 points low$25,000
A hire made one quarter too earlyWithout a forecast, "we feel busy" becomes payroll before the revenue lands$20,000
Founder hours spent on the books10 hours a month of your time, pointed at categorizing instead of clients$18,000
The April tax surpriseNo quarterly planning means the bill arrives as an emergency, not a plan$8,000
Pointed at the wrong things$70,000+ / year
Illustrative figures based on patterns we see across agency engagements. Your numbers will differ — that's the point. A free finance review tells you your actual leak.
The Agency Financial OS is a system, and every client moves through it the same way: learn it free, get diagnosed against it, then have it installed and run for you.
1
Step 1 · Read
The Agency Financial OS
Free Playbook
The complete framework — owner pay, hiring gates, cash allocation, and tax planning — free to read and use on your own.
From messy books to your first clean close — in 30 days.
Most owners stay with books they don't trust because switching feels worse. Your first month is the Foundation Month — the OS Audit plus full setup, run as a fixed sequence — and you're never the project manager.
Week 1
Kickoff & access
One call, then we take it from there — QuickBooks, bank feeds, and your prior books, connected and reviewed.
Weeks 1–2
Cleanup & catch-up
Accounts reconciled, backlog cleared, and your chart of accounts rebuilt the way an agency actually runs.
Weeks 2–3
Your OS, built
Your custom dashboard, forecast, and owner pay system, configured around your agency's real numbers.
Week 4
First monthly review
You and Logan walk through your first clean month together — margins, cash runway, and what to do next.
Your total time investment: about 15 minutes a month. Everything else is done for you.
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%
Know What You're Buying
A bookkeeper, a CPA, or a finance partner.
Most agencies have someone doing the books. The question is what you're getting back for it.
Offshore Bookkeeping Firm
Generalist CPA
We Got Your Books
Who does the work
A rotating team you've never met
Whoever's assigned to your file
Logan. Every account, every month.
Do they know agencies
Generic small-business playbook
One of 200 clients across 30 industries
Agencies only — retainers, utilization, and agency cash flow.
What you get monthly
Categorized transactions
Statements, eventually
Clean books plus a dashboard, forecast, and review.
Strategy included
None
Billed hourly, if you ask
Built in — pricing, hiring, cash, and owner pay.
When you have a question
A ticket queue
An invoice
You message Logan.
At tax time
Good luck
A scramble through messy books
CPA-ready books and a plan, all year.
Swipe sideways to compare →
Client Results
Agency owners who got financial clarity.
Real outcomes from real agency clients — not just testimonials, actual numbers.
Time Savings
$3,750 / mo
15 founder hours back every month, worth $3,750 at their rate.
Motor Media Marketing
Return on Investment
$4,000 / mo
Ten hours back and $4,000 saved, every single month.
Lighthouse Communications
Growth Partner
Hire with confidence
Reports that guide hiring, growth, and owner pay decisions.
Commonstate Marketing
Clarity
Weekly clarity
Crystal-clear weekly financials, fully done for them.
Overline Creative
Time Savings
10+ hrs / mo
Double-digit hours back and the confidence to scale.
Live to Thrive
Partnership
Long-term partner
More than bookkeeping: a finance partner for the long run.
Mallard Agency
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 $75M+ 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.
Fit Matters
We're deliberately not for everyone.
A boutique firm only works if every client is the right client. Here's how to know before you book a call.
Built for
Marketing and creative agencies doing $300K–$3M a year
Owners who want a finance partner — one senior person on their account
Agencies making real decisions: hires, pricing, owner pay, growth
Founders done with guessing between bank logins
Not for
Pre-revenue businesses or side projects
Anyone shopping on price alone
Owners who want data entry with no reporting or strategy
Businesses outside the agency and creative services world
Step 2 · Diagnose
Every engagement starts with the OS Audit.
Before we install anything, we run your agency through all 9 modules of the Agency Financial OS — 2–3 weeks, under 3 hours of your time — and hand you the answers most owners have been guessing at for years.
"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
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
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
Owner, Lighthouse Communications
About
Meet Logan Smith.
$75M+
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 currently manages over $75M in annual agency cash flow across marketing, creative, and service businesses doing $300K–$5M in revenue.
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.
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.
Because strategy built on numbers you don't trust is just expensive guessing. The audit gives both of us the same clear picture before a single monthly deliverable ships. We're never advising off dirty data, because we own the books underneath the model.
Because the audit is how we'd start anyway, and a 12-month client gives us the runway to actually install the system. We'd rather waive an entry fee than ever discount the monthly rate. The rate is the rate.
That's normal. Messy books are usually why people call us. We'll tell you within the first week if anything is a genuine blocker, and it almost never is.
Agencies under $300K, businesses that want tax filing or payroll processing (we'll refer you well), and anyone looking for the cheapest bookkeeper. We compete on clarity, not price.
Under 3 hours total across 2–3 weeks, including the debrief. If you had more time than that for your finances, you probably wouldn't need us.
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.
