Keep Your Books Accurate
- Record daily financial transactions
- Categorize business income & expenses
- Reconcile bank & credit accounts
- Maintain an accurate general ledger
Bookkeeping for Marketing Agencies For Complete Financial Visibility from $999/month
QuickBooksXeroFreshBooksMicrosoft Office
Everything You Can Delegate to Your Marketing Agency Bookkeeper
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
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
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
Supporting Marketing Agencies Across Global Markets
USA
UK
Australia
UAE
Canada
EuropeYour Stack is Their Skill Set
Trained on 70+ business tools and 50+ AI tools, including QuickBooks, Xero, GHL, & more
Xero
Keep ledgers clean and reports on time
QuickBooks
Reconcile practice income against payer deposits
Fresh Books
Keep invoicing, expenses and time tracking current
Excel
Track CPT code performance and denial patterns
AppFolio
Run rent collection, maintenance and owner statements
Microsoft Office
Your Gateway to Productivity
Google Workspace
Keep patient folders and SOPs organized and shared
Slack
Triage messages so you only see what matters
Zoho
Unified Portal for Seamless Operations
Asana
Let productivity take the lead
Zapier
Connect your EHR to reminders and intake forms
ClickUp
Better Planning, Insightful Decisions, Clearer Timelines!
ChatGPT
Draft patient comms and appeal letters faster
Calendly
Fill your showing calendar without back and forth
Monday.com
Streamline Workloads, Reduce Manual Labor
HubSpot
Nurture new patient enquiries through to first visit
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
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
Founder and Managing Partner - Jackrabbit LX
We are very pleased with the work that Wishup remote staff and bookkeepers have delivered for us. Their staff is highly educated, very responsive, and experienced.
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.