Starter Close — $125/mo
For a current, one-entity agency file with 0 to 75 monthly transactions and a small, straightforward close.
Small marketing agencies • published monthly plans
Monthly bookkeeping for small marketing agencies - with pricing before the sales call.
ClearClose provides monthly QuickBooks Online bookkeeping for qualified small marketing agencies. Current, straightforward files can follow a published plan by transaction volume; behind or complex files get a defined diagnostic or assessment path before work is promised.
Agency activity
Revenue can look simple while the close still crosses several systems.
An agency may collect retainers and project invoices while paying software, contractors, card charges, reimbursed costs, and processor fees. Monthly bookkeeping traces the agreed activity through the bank, card, processor, and QuickBooks Online accounts in scope.
ClearClose reconciles agreed accounts, reviews classifications and owner questions, and delivers reports through a secure portal. The signed scope controls what is included.
A straightforward monthly file can include
- One legal entity using QuickBooks Online
- Ordinary agency retainers, invoices, and service revenue
- Bank, credit-card, and agreed processor activity
- Software, contractor, travel, and reimbursed operating costs
- No inventory and no client money held or spent on a client's behalf
- No more than 350 monthly transactions
Agency fit and pricing
Six non-sensitive facts identify the honest starting path.
No name, email, tax ID, bank credential, document, campaign data, or private client detail is required. This result is a starting path, not an engagement or final quote.
Published monthly plans require
- Current, supportable books
- One entity and no inventory
- No client money or Pass-through client ad spend
- A straightforward close without complex project accounting
- No more than 350 monthly transactions
Published plan path
Current, simple agency files route by monthly volume.
Core Books — $199/mo
For the same straightforward fit with 76 to 175 monthly transactions, monthly reports, and the published Core scope.
Growth Close — $349/mo
For the same straightforward fit with 176 to 350 monthly transactions and the published Growth scope.
Books behind or uncertain — $49
Start with the Books Health Check for a written diagnosis before cleanup or monthly service is priced.
Assessment boundary
Some agency workflows cannot be priced from transaction count alone.
Request an assessment when the agency has multiple entities, inventory, more than 350 monthly transactions, Pass-through client ad spend, client funds, complex project profitability, deferred revenue, multi-currency activity, or complex retainer accounting.
Payroll administration, bill pay, invoicing, collections, 1099 filing, sales-tax work, tax preparation, filing, setup, and catch-up work are separate unless the accepted scope names them.
Why these files need review
- Client funds need clear ownership and control boundaries
- Project profitability needs agreed dimensions and source data
- Deferred revenue depends on contract and delivery facts
- Multiple entities can introduce intercompany activity
- Inventory and foreign currency add separate accounting workflows
See sample deliverablesInspect a fictional diagnostic and monthly close packet.Monthly close detailsSee the recurring reconciliation and reporting workflow.QuickBooks supportReview monthly file support and cleanup boundaries.Books behind?Understand records-first catch-up and cleanup.General bookkeeping calculatorCompare the same volume and complexity rules for another business type.Consulting firm bookkeepingSee the defined path for independent consultants and small firms.
Questions owners ask
Bookkeeping answers before you commit.
Which marketing agencies fit a published monthly plan?
The clearest fit is a small agency with current books, one entity, QuickBooks Online, no inventory, no client money moving through agency accounts, a straightforward close, and no more than 350 monthly transactions.
How are plan prices selected?
Qualified current files route by monthly transaction volume: Starter begins at $125 for 0 to 75, Core at $199 for 76 to 175, and Growth at $349 for 176 to 350 monthly transactions.
What if the agency pays client advertising costs?
Pass-through client ad spend or other client money requires assessment before a monthly price is promised because ownership, reimbursement, controls, and reporting must be understood.
Is project profitability included?
Standard financial statements are part of applicable plans. Complex project profitability, utilization, deferred revenue, or retainer reporting requires separate assessment and accepted scope.
What if the QuickBooks file is behind or uncertain?
Start with the $49 Books Health Check. It provides a written diagnosis before cleanup or recurring service is scoped.
Does the monthly price include payroll, tax filing, bill pay, or invoicing?
No. Payroll administration, tax preparation and filing, bill pay, invoicing, collections, 1099 filing, sales tax, setup, and catch-up work are separate unless the accepted scope specifically includes them.
Does checkout guarantee acceptance?
No. Checkout starts onboarding. Work begins after ClearClose accepts the scope, the engagement is signed, payment is active, the secure portal is ready, and required records are available.
Next step
Choose the path that matches the agency file you have now.
Current, simple files can start from a published monthly plan. Behind or uncertain books start with the $49 Books Health Check. Client-money, project-profitability, deferred-revenue, multi-entity, inventory, or over-350-transaction workflows require assessment. Do not send client records through a public form.