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Marketing

AGENCIES

From budgeting and financial strategy to media and tax readiness, we are here to help your agency thrive financially and achieve long-term success.

Maximizing Profits

You understand the business of marketing better than anyone. But managing the financial side of an agency—advanced billing, media buys, Work in Progress, service rates, client profitability—is its own discipline. That's where we come in.

 

WestWize has deep experience in the unique financial and operational language of the marketing world. We don't need onboarding on how agencies work. We're already fluent.​ Our team conducts a thorough analysis of your unique circumstances, pinpointing key opportunities for growth and efficiency. With our strategic insights and support, your agency will be empowered to make confident decisions that drive you toward financial success.

Challenges We Solve

Billing

      Tangled Work in Progress (WIP) & Project Billing
      Inconsistent/unclear service rates & billing items
      Pre-billed media & advance billing complexity


Estimating & Reporting

      Revenue forecasting & annual budgeting for project-based income
      Visibility into client-by-client profitability
      Productivity & chargeability reporting


Operations
      HR & employee benefit program management

Our Services

Accounting

  • Accounting Configurations & New Company Setup

  • Annual Budgeting & Revenue Forecasting

  • Audit Support

  • Financial & Management Reporting

  • Sales Tax

Operations

  • HR & Employee Benefits Programs

  • Internal Control Policies & Procedures

  • Software Integration Support

Bookkeeping

  • Monthly Reconciliations & Bookkeeping

  • Accounts Payable & Receivable

  • Advance Billing & Pre-Billed Media

  • Payroll

Our Expertise

Workamajig

 Project management, Billing, Works In Progress,

Profitability Reporting

Vendor Management

Strata/Insertion & 

Broadcast Order Management

Second Wind

Member Network Familiar

QuickBooks

Bookkeeping & Accounting

Orange Wall Shadows

"Not only did we get help cleaning our books, but we got educated along the way. It was clear their solutions were crafted to fit our needs more effectively."

Scott Millen, Creative Principal & Partner — 2 Fish Company

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