Finance built for agencies,
from cash flow to profitability
Beankeeper provides outsourced finance and fractional CFO support for marketing agencies. From clean books to cash forecasting and financial interpretation, the team helps agency founders understand performance and make better-informed decisions.
Why agencies need finance built for how they run
Beankeeper understands that accounting for marketing agencies has to reflect how an agency earns revenue, incurs costs, and delivers client work.
Retainers can create a recurring revenue base, while project work may produce different billing schedules, delivery demands, and cost patterns. An agency may manage both models at once, with employees and contractors contributing across multiple clients and service lines.
Those dynamics make profitability more than a top-line revenue question. Leadership needs to understand how time and delivery costs relate to what the agency bills, how upcoming obligations compare with expected collections, and whether the financial information reflects the way the business operates.
The books establish what happened. A useful finance function also helps the founder connect that record to questions such as:
- How much cash will be available as invoices are collected and expenses come due?
- Does the current revenue mix support planned hiring or spending?
- What do recent results suggest about the next financial decision?
- Where does leadership need more visibility before committing to the next move?
Beankeeper can bring the accounting, reporting, planning, and advisory layers together when an agency needs more than one level of support.
What Beankeeper does for agencies
Beankeeper offers four areas of support that can work independently or together. The right combination depends on the agency’s existing finance resources, current complexity, and the decisions leadership needs to make. Support can expand through each level of the finance function without requiring the agency to build every role internally.
Bookkeeping
Bookkeeping maintains the financial record through cash-basis transaction coding, monthly bank and credit card reconciliations, and basic month-end reporting. It gives agency leadership a dependable foundation for reviewing cash activity and adding more operational or forward-looking support when needed.
Controller support
Controller support coordinates accounts payable, accounts receivable, payroll processing, monthly reporting, and follow-up on check runs and collections. This gives recurring finance work clearer ownership and reduces the number of bills, payments, payroll tasks, and reports the founder has to track personally.
Financial Planning & Analysis
FP&A services connect budgeting, forecasting, managerial reports, cash forecasting, and board-deck assistance to forward-looking decisions. For an agency evaluating hiring, spending, growth, or cash needs, this provides a structured view of what the financial plan may support.
Fractional CFO
Fractional CFO services provide senior financial interpretation and short- and long-term financial strategy. A CFO for a marketing agency helps the founder evaluate higher-stakes decisions with more context.
How agency finance support can be structured
Beankeeper structures each engagement around the agency’s current finance setup, the work that needs clearer ownership, and the decisions leadership needs to make.
Support that builds on what is already in place
An agency may add one area of support or connect several functions. Bookkeeping and Controller support create the recurring financial foundation, while FP&A and Fractional CFO support add planning and senior interpretation when those capabilities are needed.
Advisory alongside an internal finance function
An agency with an existing finance function may use Fractional CFO support for advisory only. Another agency may layer CFO guidance onto Beankeeper’s broader finance support so strategy draws from records, reports, and forecasts produced within the same function.
Regular access to financial guidance
Controller engagements include twice-monthly meetings with Kevin. FP&A engagements include meetings every two weeks, creating a recurring place to review the numbers and discuss what they mean for the business.
This structure allows agency leadership to strengthen the finance function without building every role internally at once.
Proof from agency clients
See how Beankeeper works with agency leaders to address problems in pricing, profitability, cash flow, reporting, and financial operations.
How a marketing agency doubled gross margin
Sales were rising, but profit and cash were not keeping pace. Kevin and the finance team rebuilt the pricing model, reporting, and cash processes, helping the agency double gross margin and reach an EBITDA margin of approximately 20%.
Read the full marketing agency profitability case study.png)
Kevin's background with agencies
Kevin Hwang’s strongest experience is with managed-service businesses between $3 million and $20 million in annual revenue, especially advertising agencies.
That experience gives him a practical understanding of how client revenue, delivery costs, pricing, and cash decisions affect one another inside an agency. Kevin leads Beankeeper’s higher-level financial conversations, helping founders interpret performance and make decisions with greater financial context.
Meet Kevin Hwang, founder of Beankeeper
Agency finance
starts with one call
Beankeeper gives marketing agencies access to outsourced finance and fractional CFO support for the decisions that shape cash flow and profitability.
Tell us where your current finance setup is falling short, and we’ll help you determine the right next step.
