Separate retainer and project revenue
Recurring and one-time income tracked on their own lines so MRR is a real number.
Learn moreBookkeeping for Agencies & Service Businesses
See which clients, projects, and retainers create profit.
Connect GoHighLevel, Stripe and your payroll tools into QuickBooks Online so recurring revenue, client profitability and contractor costs are always current.
Veteran & first responder owned: 15% off monthly · 25% off packages Revenue organized by client
Contractor costs connected
Recurring income made clear
Built for your business model
Bookkeeping that follows how you actually operate
Bookkeeping for the mix of retainers, projects, people, and platforms behind a service business.
Match GoHighLevel and Stripe payouts
Payments, fees and refunds reconciled to the deposits that hit the bank.
Learn more
Monthly close you can trust
Books closed on a schedule with a short summary of what changed.
Learn morePlatforms we support
Core bookkeeping plans
Choose the support your business needs now
Start with clean monthly books, then add reporting and financial guidance as the business grows.
Veteran or first responder owned? Save 15% on monthly services and 25% on packages.
Our thank-you to the businesses built by those who serve.
Proof of eligibility requested at onboarding.
Agency Starter
Keep client revenue organized
- Monthly bookkeeping
- Bank and card reconciliation
- Retainer and project separation
- Basic monthly reports
- Email support
Agency Growth
Understand client profitability
- Everything in Agency Starter
- Client and project reporting
- Contractor cost tracking
- Monthly financial review
- Recurring revenue reporting
Agency Scale
Run the financial operation
- Everything in Agency Growth
- Advanced cash-flow forecasting
- Multi-entity support
- Systems integration guidance
- Dedicated monthly advisory
Optional add-on services
Data Cleanup
Separate old retainers and projects.
Financial Systems Setup
Connect CRM, payments, and books.
Workflow Audit
Improve lead-to-cash handoffs.
Payroll Processing
Pay employees and contractors.
AP/AR Management
Manage client invoices and bills.
HR & People Admin
Support a growing service team.
Why agencies & service businesses choose ESJ
Clean books are only the beginning.
- Retainers and projects are reported separately.
- People and software costs connect back to client work.
- Processor deposits are reconciled to invoices and sales.
- Reporting reveals the clients and services driving margin.
A financial system built around how agencies work
Elliott Jackson, Founder
Elliott combines accounting knowledge with an Information Systems focus to connect the tools behind client work. ESJ turns retainers, projects, contractor costs, and payments into one understandable financial picture.
What agencies & service businesses say
Real Businesses. Real Results.
“We now see profit by client and project. We dropped two unprofitable retainers and our margins improved within a quarter.”
Sample Client
Marketing Agency · Agency
Sample testimonial
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Answer a short questionnaire and get a plan recommendation for your business.
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Book a Free Agency Bookkeeping Consultation
Tell us about your retainers, project work, team structure, and the tools that move clients from sale to payment.