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FPG-USA Financial Services for
MARKETING AGENCIES

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📣Profitable, Predictable, and Scalable Finance for Creatives

Whether you're running client retainers, campaigns, or in-house creative teams, we help agencies streamline billing, monitor profitability, and forecast growth with financial systems that grow as you do.


— Richard Kahn, Founder & CFO, FPG‑USA

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1️⃣ Agency Business Models & Financial Complexity

Marketing agencies may be creative, but the financial side gets complex quickly. We work with:

  • Full-service agencies

  • SEO, social media, and content firms

  • Ad-buying and performance marketing shops

  • Boutique consultants and freelancers

 

Revenue comes from retainers, project-based work, hourly billing, or performance bonuses—each with distinct tracking and compliance requirements.

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2️⃣ Bookkeeping for Agencies

We set up or clean up:

  • QuickBooks Online (with classes or locations if needed)

  • Invoicing by project/client

  • Categorization of ad spend, production costs, software subscriptions

  • Reconciliations for multiple accounts and credit cards

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3️⃣ Client Billing & Retainer Management

We help ensure:

  • Recurring client billing is consistent and timely

  • Revenue is matched to the right time period

  • Project costs are accurately allocated

  • Profitability is visible by campaign or client

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4️⃣ Contractor Payments & Team Payroll

Many agencies use a hybrid model:

  • Employees + 1099 contractors

  • Multiple pay frequencies or time-tracking tools
    We integrate with your payroll provider and help track hours, costs, and tax implications.

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5️⃣ KPI Tracking & Profitability Analysis

Make data-driven decisions with:

  • Gross margin by client or campaign

  • Utilization rates

  • Client acquisition cost (CAC) vs. lifetime value (LTV)

  • Monthly revenue growth

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6️⃣ Cash Flow Forecasting

We build projections for:

  • Retainer vs. project revenue timing

  • Payroll, tax, and vendor obligations

  • Hiring and software investment modeling

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7️⃣ Strategic CFO Advisory for Agencies

For growing or restructuring agencies, we provide:

  • Pricing model reviews

  • Budget vs. actual performance tracking

  • Compensation planning

  • Partner profit-sharing analysis

  • Growth strategy and funding advisement

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​​​​​​​​🚀 Ready to Discuss Your Needs?

Whether you're scaling your team, cleaning up your financials, or planning your next growth phase, we're here to help.


👉Click here to schedule your free strategy call with our CFO ›

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Ph:  417-862-4710
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