
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
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Accounting Configurations & New Company Setup
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Annual Budgeting & Revenue Forecasting
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Audit Support
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Financial & Management Reporting
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Sales Tax
Operations
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HR & Employee Benefits Programs
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Internal Control Policies & Procedures
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Software Integration Support
Bookkeeping
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Monthly Reconciliations & Bookkeeping
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Accounts Payable & Receivable
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Advance Billing & Pre-Billed Media
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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

"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
