Build the agency you've always wanted, without worrying about the money.
Done-for-you bookkeeping, forecasting, and financial advising for marketing and creative agencies doing $300K to $5M.
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.
Three ways agency owners find out how the year went.
The difference isn't how good your bookkeeper is. It's how long you wait to learn something you could still have acted on.
Most owners we meet are living at Level 2 and believe they're at Level 3. The OS Audit tells you which one you're actually on.
You find out before you commit.
Tap to read You know a client's margin before you renew them, your cash position before you sign, and whether the hire clears before you post the job. The number arrives while you can still act on it.You find out at month-end.
Tap to read The books close, eventually. You can see what happened 30 to 60 days ago. Good enough to file, useless for the hire you're deciding on Thursday.You find out in April.
Tap to read The books sit in a shoebox until tax season. You learn what the year looked like when your CPA tells you, and by then every decision is already made.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.
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.
Read. Diagnose. Install.
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.
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.
This is what clarity looks like.
Every client gets a custom Agency Financial OS dashboard, updated monthly, built around your agency's actual numbers. Here is the before and after, exactly as it happens.
Four layers own your numbers.
Most agencies only have two.
Every agency has someone recording the past. Almost none have anyone looking at what's next. Here is the whole stack, ordered by how far ahead each layer can see.
Most agencies stop at Records. They have clean books and still guess at every decision, because nobody is looking forward.
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
Agency owners who got
financial clarity.
Real outcomes from real agency clients, not just testimonials, actual numbers.
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.
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 to $5M 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
Every engagement starts with the OS Audit.
Before we install anything, we run your agency through all 10 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.
Three ways to start.
The partnership tiers.
All plans include direct access to Logan, no outsourcing, no hand-offs. Trusted to manage over $75M in annual agency cash flow.
- Bookkeeping & month-end close
- Monthly financial statements
- Year-end tax support + CPA collaboration
- Semi-annual financial health call
- Email support · 4-business-day response
- Quarterly financial health call + monthly Looms
- Custom financial dashboard
- Annual budget
- Quarterly forecasts, including tax cash flow
- Email support · 48-hour response
- Monthly financial health call
- Weekly financial report
- Funnel-to-financial detailed forecast
- Monthly forecasts
- Email support · 24-hour response
6-month minimum on all partnerships · a 12-month commitment waives the $3,000 audit and locks your rate.
Add-ons
Hear it from
the agencies themselves.
Real agency owners talking about what changed when their finances finally made sense.
What agency owners say.
"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."
"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."
"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."
Meet Logan Smith.
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 to $5M in revenue.
Common questions.
If your question isn't here, ask it on the call.
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.