Fractional CFO and bookkeeping that keeps $500K to $5M agencies profitable, so you can lead like a CEO with the cash already planned.
30 minutes with Logan. Free.
$75M+ in annual agency cash flow managed
These are the questions owners bring to the first call:
Every owner we work with is sharp. What they were missing was clarity and a plan.
Logan Smith spent 10+ years in Fortune 500 consulting and corporate finance before starting We Got Your Books. Today the firm manages $75M+ in annual agency cash flow, and every client works with Logan directly. No hand-offs, no junior staff.
$75M+
Cash flow managed
10+
Years experience
F500
Consulting background
30 minutes with Logan. We look at where you are and tell you whether we're the right fit.
In the first 30 days we clean up the books and answer these 6 questions: profit, owner pay, team cost, revenue per person, hiring and software costs.
Every month we run the four rules below.
The same four rules, every month.
Every dollar that comes in gets a job: owner pay, team, overhead and profit.
Illustration. 20%, 30%, 25%, 25%
Agency benchmarks for profit and people cost, based on real data from agencies your size.
15 to 20% operating profit at $600K to $1.2M
A forecast that shows when you can hire, raise pay or make the next big purchase.
The hiring gate, playbook example
Books closed and reconciled every month, with a short review of what changed and what to do next.
30 minutes with Logan. Free.
Real outcomes from agency clients.
$3,750 / mo
15 founder hours back every month, worth $3,750 at their rate.
Motor Media Marketing
$4,000 / mo
Ten hours back and $4,000 saved, every single month.
Lighthouse Communications
Hire with confidence
Reports that guide hiring, growth, and owner pay decisions.
Commonstate Marketing
Weekly clarity
Crystal-clear weekly financials, fully done for them.
Overline Creative
10+ hrs / mo
Double-digit hours back and the confidence to scale.
Live to Thrive
Long-term partner
More than bookkeeping: a finance partner for the long run.
Mallard Agency
Spencer Bradshaw
Commonstate Agency
Tanner Wendel
Motor Media Marketing
Preston Dabbs
Moonstep Creative
JT Grauke
Overline Creative
Anne Ricketts
Lighthouse Communications
Andrew Botterbusch
Peak Visuals
"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 Communications30 minutes with Logan. Free.
Without anyone looking forward, you get another busy year with nothing left over. Every big decision, especially a hire, comes with worry before you make it and after.
We Got Your Books covers these three
Your CPA keeps this one
What changes once the four rules are running.
The Agency Financial OS is the same system we run for clients: owner pay, hiring gates, cash allocation and tax planning. Free to read and use on your own.
Or read the 2026 State of Agency Finances, 18 pages on growth, margin and cash.
All plans include direct access to Logan.
For agencies under $500K.
$500 to $800 / month
Plus $500 one-time setup.
Book a callFor agencies at $500K to $1.5M.
$1,500 / month
For agencies at $1.5M to $5M+.
$2,500 / month
Audit only
$3,950 one-time
Take the scorecard, the model and the plan and run with it yourself.
Audit + monthly
$3,000 one-time
It becomes your first month, so month one starts with answers.
12-month partnership
Audit free
Commit to the year and the $3,000 fee is waived. Your monthly rate locks.
If your question isn't here, ask it on the call.
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.
Week 1: kickoff and access. Weeks 1 to 2: cleanup and catch-up. Weeks 2 to 3: your OS built. Week 4: your first monthly review with Logan.
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.
Every partnership has a 6-month minimum. A 12-month commitment waives the $3,000 audit and locks your rate.
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.
30-minute call. No pressure. We'll tell you exactly what we'd do with your books and whether we're the right fit.
30 minutes with Logan. Free.