Financial Clarity for
Creative Services
We help creative businesses streamline their finances, manage cash flow, and plan for growth with outsourced accounting and CFO support tailored to the needs of creative teams and agencies.
You Create.
We’ll Handle the Numbers.
Built for Creatives

We understand project-based work, uneven cash flow, and complex billing unique to creative firms. Whether you’re an agency, design studio, or production house, we build systems that support your creative flow and profitability.
Full Financial Support

From bookkeeping and payroll to forecasting and client profitability, everything is handled in one place. Stop juggling disconnected tools and invoices—get financial operations that keep up with your pace.
Peace of Mind

Gain accurate financials, cash flow visibility, and actionable reporting. We handle the details, so you can focus on delivering brilliant work, not chasing numbers.
Creative-Focused Financial Expertise
Smart support for agencies, studios, and creative firms navigating project budgets, tight timelines, and scaling teams.
What We Do
For Creative Businesses

Creative Services Accounting
The backbone of creative business stability
→ Clean, accurate monthly closes and reporting
→ Project-based and retainer billing support
→ Expense management and vendor payment tracking
→ Accounts receivable and collections help
→ Client and project profitability tracking
→ Coordination with tax and compliance partners

Creative Services Fractional CFO
Lead with clarity and grow with confidence
→ Cash flow forecasting for project and retainer models
→ Capacity and hiring cost planning
→ KPI dashboards tailored to creative agencies
→ Profitability analysis and pricing strategy
→ Scenario planning for launches, hiring, or scaling
→ Financial guidance for agency growth and leadership
How We Execute

Focus on Your Craft, Not the Books
We handle the financial details so you can create, design, and deliver your best work.
Why Creative Firms
Choose Accountix







Make Creative Decisions with Clarity
Gain financial insights and guidance to lead your studio or agency with confidence.
Client-Focused Accounting
Your clients expect great work, and your back office should be just as reliable. We manage your books with precision and design processes for creative workflows, project billing, and vendor management, so every project runs profitably.
Every creative firm faces unique accounting challenges.
Discover how expert nonprofit accounting can make your mission easier and your numbers clearer.
Save time, improve accuracy, and get visibility into performance without building a full in-house team. Expert support for billing, cash flow, and client profitability.
Bookkeeping, invoicing, payroll, reconciliations, reporting, and tracking project profitability.
Manages daily and monthly transactions, reconciles accounts, produces reports, and maintains organized project financials.
Outsourced accounting packages include:
- Bookkeeping and reconciliations
- A/R & A/P
- Payroll
- Monthly closes
- Project and retainer billing
- Financial reporting
- Cost savings: No need to hire or manage in-house staff
- Expertise: Access to nonprofit-specific accounting professionals
- Focus: Free up internal resources to focus on your mission
- Scalability: Services can grow with your organization
- Risk reduction: Reduce fraud and compliance issues
- Technology: Use of modern software for efficiency and visibility
Outsourcing is often a smart move when:
- Your revenue reaches $1,000,000+ and finances become more complex
- Your team lacks in-house accounting expertise
- Reporting is slow
- You need structure, but can't hire full-time finance staff
- Growth is outpacing your current systems
Outsourced accounting brings structure, clarity, and confidence at a fraction of the cost of building a finance team.
CFO Strategy for Creatives
Growth brings complexity. Our fractional CFOs deliver forecasting, cash flow modeling, pricing analysis, and board-ready reporting tailored to project-based businesses. Whether launching a new service, hiring, or scaling, we align your financial strategy to your creative goals.
Each creative studio brings its own set of financial questions.
Learn how CFO strategy brings clarity, empowers your team, and supports sustainable creative growth.
A financial expert who provides part-time strategic leadership, helping agencies with planning, pricing, and growth, without the full-time executive cost.
Get high-level insight, accurate forecasting, and guidance for growth, hiring, pricing, and profitability without the overhead of a full finance team.
A fractional CFO supports your organization by:
- Developing long-term financial strategies
- Leading budgeting and forecasting processes
- Overseeing cash flow planning
- Project profitability
- Identifying financial risks
- Supporting board and finance communications
- Delivering clear, accurate reporting
Nonprofits often turn to fractional CFOs in times of transition, growth, or complexity. Common scenarios include:
- Executive leadership changes or CFO vacancies
- Planning for expansion or new programs
- Preparing for audits or regulatory reviews
- Managing complex grant reporting or funding restrictions
- Needing help with long-term forecasting or scenario planning
Fractional CFOs bring stability, strategic insight, and fresh perspective when it’s needed most.
When evaluating candidates, consider:
- Nonprofit experience — sector-specific knowledge is critical
- Certifications — such as CPA, CMA, or CFA credentials
- Strategic skills — including planning, risk assessment, and forecasting
- Communication style — must align with your leadership team and board
- Flexibility and cost — services should scale with your needs and budget
A strong fit blends financial expertise with mission-aligned thinking.
Creative Services
Blog Resources

What the Santa Barbara Sales Tax Increase Means for Nonprofits

Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.
