Bookkeeping built for
agencies.
Project-based revenue recognition, retainer reconciliation, and daily finance ops — handled properly, by a team that understands how agency money moves.
From $300/month
Book a Discovery Call →The Agency Finance Problem
You invoiced $80k this month. But how much did you actually earn?
Agency revenue is not simple. A project invoice raised in March might cover work delivered across March, April, and May. A retainer paid upfront is not fully earned until the month's work is done. If your bookkeeper records revenue when the invoice is raised — or worse, when cash arrives — your P&L is wrong every single month.
Project profitability is the other blind spot. Most agency owners know their top-line revenue. Very few know which clients are actually profitable after accounting for contractor costs, internal time, and overhead allocation. Without proper job costing, you're running on gut feel — and gut feel doesn't scale.
Reckonwell handles the full finance operations layer for agency founders: daily transaction processing, proper revenue recognition, project-level profitability tracking, and management accounts that tell you what's actually happening in your business — not just what hit your bank account.
"If you can't see profit by client, you're probably subsidising your worst clients with your best ones."
What We Handle
The finance ops layer
agency founders actually need.
01
Revenue Recognition
Revenue recognised in the correct period — not when invoiced or when cash arrives. Percentage of completion, milestone-based, or time-and-materials: we set up the right treatment for your contract structure.
02
Project Profitability
Job costing set up so you can see gross margin by client, project, or service line. Know which retainers are profitable and which are quietly draining your margin.
03
Daily Finance Ops
Transactions processed daily. AP/AR managed. Contractor payments tracked. Payroll handled. Your numbers are always current — not scrambled together at month-end.
What's Included
Everything in one
flat monthly fee.
No à la carte pricing. No scope creep. One fee covers your full finance operations — including the agency-specific work that generic bookkeepers miss or charge extra for.
- —Daily bookkeeping & transaction processing
- —Project-based revenue recognition
- —Retainer & milestone billing reconciliation
- —Accounts payable & receivable (AP/AR)
- —Contractor & subcontractor payment tracking
- —Payroll processing
- —Monthly management accounts
- —Cash flow monitoring & alerts
- —Dedicated finance team member
Tax Filing Note
Reckonwell handles bookkeeping and finance operations — not tax preparation or filing. We do not prepare or file federal or state returns.
If you already have a CPA, we work alongside them. If you don't, we can refer you to a trusted partner. Either way, your books will be clean and organised — which is exactly what your CPA needs.
"Do you file my taxes? No — but your CPA will thank you for how clean your books are."
Pricing
From $300/month
No setup fees · No long-term contracts · Cancel anytime
Questions & Answers
Frequently asked questions
Get Started
Ready to know which clients
are actually profitable?
Book a 30-minute discovery call. We'll review your current setup and show you exactly what clean agency bookkeeping looks like.
Book a Discovery Call →