SmallBooks

SmallBooks for agencies & studios

Bookkeeping for agencies and studios

Client work means money on both sides: retainers coming in, contractors and ad spend going out. SmallBooks keeps the agency ledger current and the team appropriately sighted.

Sound familiar?

  • Contractor payouts, software stacks, and pass-through ad spend blur the real margin.
  • Several people touch the finances but shouldn't all see everything.
  • Clients ask for statements and you assemble them by hand.

How SmallBooks handles it

Client & project tags

See revenue and cost per client; know which accounts earn their keep.

Module-based access

Producers see invoices; your bookkeeper sees reports; nobody sees more.

Recurring retainers

Monthly invoices generate themselves; partial payments tracked.

1099-ready vendor records

Every contractor payment accumulates against a vendor with a statement.

Budgets

Software and ad budgets per category with visible burn.

Start free

Free during early access · No card required