Agencies | Empire
Enjoy complimentary data migration when switching from your existing CPA to Empire.
Agency finance operations

Know which projects actually make money.

Empire runs the finance back office for creative, digital, and development agencies: project P&Ls, cash flow forecasts, contractor compliance, invoicing controls, monthly close, and tax support built around how agency work really happens.

100%Project-level margin visibility across client work.
Day 5Target monthly close delivery for recurring packages.
Cash-awareForecast retainers, milestones, and late invoice risk.
Blended project margin
0%

Revenue, payroll, contractors, software, media spend, and overhead are allocated into a single agency profitability view.

Retainers38%
Fixed fee projects24%
Overrun risk7%
Project profitability
Live
N
Nike Q4 campaign
Budget used $78K of $100K
+22%
S
Sequoia rebrand
Budget used $22.5K of $50K
+15%
ST
Stripe Webflow dev
Budget used $21K of $20K
-5%
AP
Client invoices
Milestone and retainer status
Current
Open AR$182K
Contractor docs94%
Projects watched27
Built for agencies using
HarvestQuickBooksGustoStripe
HarvestQuickBooksXeroGustoRampBill.comStripeAsanaClickUpFloatHarvestQuickBooksXeroGustoRampBill.comStripeAsanaClickUpFloat

Stop guessing whether the work was worth it.

Agency economics get blurry when revenue, payroll, contractors, software, media, revisions, and retainers live in separate tools. Empire turns them into a project-level view your leadership team can actually use.

Revenue and costs allocated by client project
See which accounts create healthy margin and which ones quietly drain capacity.
Retainer, milestone, and time-and-materials support
Handle different billing models without forcing agency work into a generic bookkeeping template.
Cash flow forecasts tied to invoice terms
Plan around Net-30, late clients, upfront retainers, large project milestones, payroll, and contractor runs.
See agency reporting
Project margin
Measure

Assign payroll, contractor, and vendor costs to each client project to see true margin.

32%
Overrun alerts
Catch

Spot projects burning budget before the final invoice proves the work was underpriced.

-5%
Invoice control
Collect

Track open AR, milestones, retainers, and follow-up timing so cash does not lag delivery.

$182K
Contractor compliance
Prepare

Keep W-9s, W-8BENs, 1099s, and contractor records organized before year-end.

94%

From scattered project data to clean monthly decisions.

A finance rhythm designed for agencies that sell retainers, scoped projects, sprints, and complex client work.

01
Connect stack

Accounting, payroll, time tracking, invoicing, cards, project management, and banking tools are connected or collected.

02
Map clients

Revenue, payroll, contractors, software, media, and vendors are mapped by client, project, team, and service line.

03
Track delivery

Budgets, utilization, invoices, retainers, late payments, and margin risk are reviewed before close is finalized.

04
Review cash

Cash collections, payroll, contractor runs, AR, AP, and tax obligations are forecasted against the next few months.

05
Report monthly

Leadership receives clean books, project P&Ls, cash flow context, contractor status, and tax-ready schedules.

Bring invoices, retainers, contractors, and cash into one view.

Agency finance breaks when delivery, billing, and bookkeeping happen in silos. Empire coordinates the close with the reality of project work.

Invoice and AR visibility
Retainers, milestones, overdue balances, and follow-up timing tracked against operating cash.
Contractor and tax readiness
W-9s, W-8BENs, 1099s, payroll, and project-related tax backup prepared throughout the year.
Clean up agency finance →
Monthly agency control room
Updated
AR
Open client invoices
Net-30, milestones, retainers, and overdue balances
Follow up
PL
Project P&Ls
Payroll, contractor, software, and vendor allocation
Ready
1099
Contractor records
W-9s, W-8BENs, payments, classification notes
Current
TX
Tax support
Deductions, compliance, sales tax review, state filings
Tracked

Built for agency finance, not generic bookkeeping.

We understand retainers, scoped projects, contractors, revisions, variable cash collection, utilization, and the tax complexity that comes with modern agency work.

Project-native books

Revenue and costs are organized by client, project, service line, and team so margins are visible.

Billing control

Retainers, milestones, overdue invoices, deferred revenue, and AR follow-ups are tracked consistently.

Contractor readiness

Keep vendor records, contractor docs, payment tracking, and year-end filings from becoming a scramble.

Tax and reporting

Monthly close, business tax support, deductions, sales tax review, and owner-ready reporting stay connected.

Agency finance needs more than transaction coding.

Empire gives your agency a finance operating rhythm that connects project profitability, cash collection, contractors, tax, and leadership reporting.

Capability
Empire for agencies
Traditional bookkeeping
Project margin
Revenue and costs tracked by client, project, and service line
Often limited to company-wide P&L categories
Cash collection
AR, retainers, milestones, and overdue invoices reviewed with cash flow
Invoices and books may be treated as separate workflows
Contractors
W-9s, W-8BENs, 1099 support, payments, and project allocation organized
Year-end filing often becomes a document chase
Leadership reporting
Monthly close with margin, cash, AR, tax, and project context
Static reports with limited operating context
QUESTIONS, ANSWERED

Agency finance without the spreadsheet fog.

Straight answers for owners and operators who need cleaner project margins, better cash flow, contractor compliance, and tax-ready books.

Trusted by ambitious operators.

Run a more profitable agency.

Get the financial clarity to price work better, protect margin, collect faster, and scale with confidence.