Bookkeeping for Agencies in South Jordan, UT
Marketing and creative teams juggling projects, retainers, and a rotating bench of contractors.
- Based in South Jordan, UT
- Melanie is your contact
- Call or email
Books that keep up with every project, retainer, and contractor.
Whether you run a marketing agency, a creative studio, or a consulting firm, agency money is messy by nature: project revenue, monthly retainers, and a rotating bench of freelancers. We keep all of it clean, so you can see what's recurring, what each project earns, and what actually lands in your pocket.
Decision-ready books, closed by the 10th.
Agencies & consulting we work with
- Marketing & SEO
- Creative & design
- Social & content
- Web & development
- PR & communications
- Consulting
The agency problem
Some months look incredible. But how much of that is predictable retainer income, and how much walks out the door the day a project wraps?
The bookkeeping headaches agencies know too well.
Recurring and project revenue blur together
Retainers and one-off projects land in the same bucket, so you can't tell how much income is actually predictable month to month. We separate them, so your true recurring base is clear.
Contractor payments & 1099s pile up
A dozen freelancers, different rates, and a scramble every January. We track it all year and have 1099s ready before the deadline.
Income and expenses land in one messy pile
Software, contractors, subscriptions, and client work all blur together, so it's hard to see where the money's really going. We categorize it cleanly, every month.
What we handle
Built for how agencies actually run.
One monthly engagement, shaped around the way creative businesses really make and spend money.
- Project & retainer trackingRevenue mapped cleanly to clients and engagements.
- Contractor payments & 1099sTracked all year, filed on time, no January scramble.
- Recurring vs. project revenuePredictable retainer income tracked apart from one-off work.
- Clean expense categorizationSoftware, subscriptions, and contractors, sorted clearly.
- Software & subscription trackingThe whole agency tool stack, categorized.
- Monthly close by the 10thClean, decision-ready reports every month.
Services for agencies and firms
The monthly engagement covers the core work. These are the services agencies and firms lean on most, each with its own page.
- Monthly BookkeepingEvery transaction categorized and every account reconciled each month, so the numbers are right, not roughly right.
- 1099 FilingContractor payments tracked all year and 1099s filed before the January deadline.
- Monthly Financial ReportsA P&L, balance sheet and cash summary delivered by the 10th of each month, written to be clear and decision-ready.
- Accounts Receivable ManagementOpen invoices tracked so you know who owes you and how long it has been.
Who does bookkeeping for agencies in South Jordan, UT?
Ivory Balance Books is Melanie Mathews' done-for-you bookkeeping practice in South Jordan, Utah, and agencies and firms are one of the six industries she serves. Retainer income is tracked apart from project work, contractor payments are tracked all year for 1099 filing, and the books close by the 10th of each month. Melanie is a QuickBooks ProAdvisor, and the work is month-to-month. Book a 15-minute discovery call or call (385) 257-9602.
Bookkeeping for agencies and firms: FAQs
Can you have my contractors' 1099s ready in January?
Yes. 1099 filing is an add-on to the monthly engagement. Contractor payments are tracked all year, so the forms are ready before the deadline instead of being pieced together in January.
How do I get started?
Book a 15-minute discovery call or call (385) 257-9602. The call is complimentary, and Ivory Balance Books replies to messages within one business day.
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Where to Next
Keep reading, or get in touch and tell us where your books stand.