Services / Agency
A marketing agency's books, handled quietly every month
The situation
A marketing services company — excellent at running campaigns for clients, chronically behind on its own accounting. GST filings happened at the deadline under pressure, and month-end close was a founder's weekend, not a process.
Our diagnosis
Classic cobbler's-children problem: the skills to fix it existed nowhere in the team, and the founder's time was worth more sold to clients than spent on reconciliation. This needed to become someone else's owned, recurring job — not a better to-do list.
What we did
—Took over monthly bookkeeping with a fixed close date
—Moved GST returns onto a filing calendar owned by us, not remembered by them
—Set up a one-page monthly financial summary the founder reads in fifteen minutes
Where it landed
Filing deadlines pass without drama. Month-end stopped consuming founder weekends. The relationship has run quietly, month after month — which is the entire point of a finance office.
What was delivered
—GST filings moved from deadline-day panic to a fixed monthly calendar
—Month-end close: from a founder's weekend to a 15-minute read
—3 core finance processes handed off: bookkeeping, GST filing, reporting