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Bookkeeping for Marketing Agencies For Complete Financial Visibility

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Everything You Can Delegate to Your Marketing Agency Bookkeeper

Keep Your Books Accurate

  • Record daily financial transactions
  • Categorize business income & expenses
  • Reconcile bank & credit accounts
  • Maintain an accurate general ledger

Manage Client Billing

  • Create and send client invoices
  • Track outstanding client payments
  • Follow up on overdue invoices
  • Record retainer and project revenue

Track Agency Spending

  • Record contractor & vendor payments
  • Categorize software subscription expenses
  • Monitor recurring business expenses
  • Maintain organized expense records

Generate Financial Reports

  • Prepare monthly profit and loss reports
  • Track cash flow performance
  • Generate balance sheet reports
  • Share tax-ready financial records

50+ Tasks You Can Start Delegating Instantly

Download a checklist of 50+ bookkeeping tasks your virtual bookkeeper handles from day one

Receive a PDF with bookkeeping tasks commonly delegated by marketing agencies

Mark the bookkeeping tasks you'd like to hand over

Talk to us and we'll match you with a pre-screened virtual bookkeeper

Why Agencies Trust Wishup With Their Books

Built to give your marketing agency dependable financial support

  • Quick Hiring - Skip weeks of sourcing and screening. Get matched with qualified virtual bookkeepers in 60 minutes

  • Dedicated Support - A Customer Success Manager checks in regularly, helps resolve issues quickly, and keeps everything running smoothly

  • Data Security Built In - Your data stays protected with NDAs by default and compliance with SOC2 and GDPR standards

  • Managed, Not Freelance - Bookkeepers backed by a managed support team that helps maintain quality, accountability, and consistency

  • Pre-vetted Talent - Hire bookkeepers selected through a rigorous vetting process, so you don't have to spend days interviewing

Wishup operator at work

Three Steps Between You and Better Bookkeeping

Spend less time recruiting and more time growing your agency

1

Tell us about the kind of support you're looking for

2

Get matched with a trained bookkeeping expert

3

Hire and start delegating the same day

Their Experience Says More Than We Can

I appreciate the value a Wishup VA can bring to a business. The VAs of Wishup are very understanding and well trained in multiple skillsets, making them indispensable.

Niels Van De Bergh
Niels Van De Bergh
Growth Consultant - Growth-Mechanics

Supporting Marketing Agencies Across Global Markets

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USAUSAUKUKAustraliaAustraliaUAEUAECanadaCanadaEuropeEurope

Wishup Vs. The Rest: Reason We Lead

Best choice
Freelance Platforms
Wishup
Other Companies
Onboarding Speed & Availability
Up to 3 weeks (waitlist)
60 minutes (always available)
1 to 2 weeks (waitlist)
Talent Quality & Training
Unclear (No training)
0.1% (Pre-vetted & Pre-trained)
1% (Pre-vetted Only)
Trained in AI/No-Code Tools
❗Limited
120+
❗Limited
Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)
❌ No
Free Business Tools (Worth $500)
❌ No
Dedicated Account Manager & Knowledge Transfer
❌ No
Yes
❌ No

Real Conversations. Real Experiences. .

⭐️⭐️⭐️⭐️⭐️ I couldn't be more thrilled with my Wishup VA. It took me a few weeks to get the time to organize the work to assign initially, but it's been the best business decision for me this year.

Andrew McDermott
Andrew McDermott
Founder - Convia Media

⭐️⭐️⭐️⭐️⭐️ Working with Wishup has given our small and rapidly growing business the ability to move faster while simultaneously freeing up many hours a week. As a result, we can now focus on our strategy. It will be a significant contributing factor to our future success.

Jason Gorman
Jason Gorman
Founder and Managing Partner - Jackrabbit LX

⭐️⭐️⭐️⭐️⭐️ We use Wishup to augment many aspects of our business, from research, social media to marketing. Their staff is highly educated, very responsive, and experienced.

Marvin Gouw
Marvin Gouw
Co-Founder - Cubit

Frequently Asked Questions About Bookkeeping for Marketing Agencies

Marketing agencies manage retainers, one-time projects, software subscriptions, and contractor payments at the same time. A dedicated bookkeeper keeps your records accurate, helps you monitor cash flow, and gives you the financial visibility needed to make better business decisions.

You can delegate transaction recording, bank reconciliations, invoicing, expense tracking, accounts payable and receivable, contractor payments, monthly financial reports, and other recurring bookkeeping tasks. This lets you spend more time serving clients and growing your agency.

The cost of hiring a bookkeeper for a marketing agency depends on the hiring model and level of experience. In the US, a full-time in-house bookkeeper typically costs $40,000 to $60,000+ per year, and the total cost increases further when you factor in benefits, payroll taxes, software, and hiring expenses. If you're looking for a more cost-effective and reliable option, Wishup's virtual bookkeeping services start at US$999/month for part-time support and US$1,799/month for full-time support. You get a pre-vetted virtual bookkeeper, flexible plans, backup coverage, and dedicated customer support.

Yes. Wishup's virtual bookkeepers are trained to work with popular accounting platforms such as QuickBooks, Xero, Zoho Books, FreshBooks, and Excel. They can also adapt to the bookkeeping tools and workflows your agency already has in place.

We start by understanding your agency's bookkeeping needs, preferred tools, and workload. Based on that, we match you with pre-screened virtual bookkeepers, and you can interview candidates at no additional cost until you find the right fit.

Unlike freelance marketplaces, Wishup provides backup coverage. If your assigned virtual bookkeeper is unavailable for a long time, we help ensure your bookkeeping work continues without any disruption.

Yes. We prioritize data security through legally binding NDAs and compliance with SOC2 and GDPR standards. Your financial records remain confidential, and we follow secure processes when handling sensitive business information.

After discussing your requirements, we'll match you with suitable virtual bookkeepers. Once you've selected the right candidate, onboarding is straightforward, allowing you to start delegating bookkeeping tasks in 60 minutes.