Bookkeeping
and Financial Operations
for Marketing Agencies

Bookkeeping, payroll, tax filing, reporting, and AR/AP management — all working together to give your agency the financial clarity needed to make better decisions, improve cash flow, and grow more profitably.

Everything connected. Everything visible.
No internal finance department required.

Book Your Free Call See Pricing

30-day satisfaction guarantee Month-to-month

Built by agency founders who've been there

Bookkeeping

Payroll

Invoicing
& Bills

Tax Filing

Monthly Reporting

Built by Agency Founders, for Agency Founders

The system we wish we had

We built and scaled a 7-figure marketing agency, serving more than 100 clients and managing the same operational challenges most agency owners face today.

Along the way, we experienced firsthand how disconnected financial operations create costly decisions, poor visibility, and unnecessary stress.

That's why we built MoneyWise: a simpler, more connected way to manage bookkeeping, reporting, and financial operations for growing agencies.

Read Our Story

The Problem

Your real problem isn't bookkeeping.
It's disconnected financial operations

Most agencies don't have a finance system.

They have bookkeeping in one place, payroll in another, invoices scattered across spreadsheets, and reports that arrive after decisions have already been made.

The result? Uncertainty around profitability, hiring decisions, cash flow, and growth.

MoneyWise brings everything together into one clear financial system — so you can see the full picture and make better decisions with confidence.

Bookkeeping & Financial Operations — all in one system

Get everything you need to run your finances with confidence — and nothing you don't. Our services are modular, allowing us to build the right financial system for your agency today and adapt it as you grow.

Bookkeeping

Accurate, up-to-date bookkeeping that keeps your agency organized, compliant, and decision-ready.

Payroll

Reliable payroll processing with Canadian compliance built in.

AR/AP

Accounts receivable and payable management to help send invoices, manage bills, track payments, and improve cash flow visibility.

Tax Filing

Sales tax and corporate tax filing support to help keep your agency compliant and deadlines on track.

Insights & Reporting

Clear financial reporting that helps you understand performance, margins, cash flow, and profitability.

Financial Visibility

Gain a clearer understanding of your agency with timely reporting, actionable insights, and fewer financial surprises.

Modular by Design

Need everything? We’ve got it covered. Only need bookkeeping and reporting? That’s fine too.

We build around your agency, adding or removing services as your needs evolve.

Delegating your finances isn’t a risk. Not delegating is

One Connected Financial System

Everything works together, creating a clearer financial picture and fewer operational blind spots.

Built for Agencies

Designed around recurring retainers, project-based revenue, payroll, contractors, and agency cash flow management.

Built by People Who Have Run an Agency

We've managed clients, payroll, contractors, hiring decisions, cash flow challenges, and growth firsthand. We understand agency finances because we've lived them.

Weekly Visibility, Not Year-End Surprises

Stay informed throughout the year instead of discovering problems after the fact.

Modular and Built to Grow With You

Start with the services you need today and expand as your agency grows.

Who We Help

Built for Agency Owners

We commonly work with digital marketing agencies, creative agencies, branding agencies, advertising agencies, social media agencies, and other service-based agencies.

Whether you're looking for bookkeeping support or a complete financial operations partner, we build around your agency and scale with you as you grow.

Get Started

Pricing

Most agencies don't need a full finance department

They need accurate books, reliable reporting, and a financial system that supports better decisions.

Fragmented Setup

Multiple providers.
Disconnected systems.

What many agencies end up managing

$750–$3,700+/mo

...and still no single clear picture

✓ Part-time bookkeeper

✓ CPA support

✓ Payroll software

✓ Admin managing invoices

✓ Sales tax filings

✓ Reporting from multiple sources

MoneyWise Core

Bookkeeping Foundation

Built for Agencies.

$350/mo

Starting price

✓ Weekly bookkeeping

✓ Monthly reconciliations

✓ CPA-ready books year-round

✓ Monthly Profit & Loss and Balance Sheet

✓ 5 key financial reports per month

✓ Clear financial visibility & insights

✓ Dedicated support

Available add-ons: payroll, AR/AP management, tax filing, business consultation, corporate tax filing, and historical cleanup.

Start with the foundation.
Add what you need as you grow.

See Pricing

Frequently asked questions

MoneyWise is designed primarily for Canadian marketing agencies that want cleaner finances, better visibility, and less operational complexity. While we can support other service businesses, our systems and experience were built around the realities of growing agencies.

Most bookkeepers focus on recording transactions. We focus on creating a clearer, more connected financial operation. Beyond bookkeeping, we can support payroll, accounts receivable and payable management, sales tax filing, reporting, and other financial processes — all designed to work together as your agency grows.

Not at all. Your accounts, data, and financial information always remain yours. We provide the structure and support to keep everything organized while ensuring you maintain full visibility and control.

That's more common than you might think. We start by cleaning up and organizing your books so the foundation is accurate before ongoing monthly work begins. Better decisions start with reliable financial information.

Yes. In fact, most accountants prefer working with clean, organized, CPA-ready books. We help ensure your financial records are accurate and structured, making year-end accounting and tax work significantly smoother.

Absolutely. Our services are modular by design. Start with the services you need today, then add payroll, AR/AP management, tax filing, reporting, or additional support as your agency grows.

No. We recommend QuickBooks Online, but if you don't have it yet, we can help you get set up. If you're already using QuickBooks, we'll work directly within your existing account.

Marketing agencies are our primary focus. If you're another service-based business facing similar financial challenges, we're still happy to explore whether MoneyWise is a good fit.

Get financial clarity.
Focus on growing your agency

No disconnected systems. No messy books. No financial uncertainty.

Just clean financials, better visibility, and peace of mind — every month.

Book Your Free Call

30-day satisfaction guarantee Month-to-month Built by agency founders who've been there

Bookkeepingand Financial Operationsfor Marketing Agencies