Maximizing your project margins and profit?
Agencies run on people and time. To be successful, you must track utilization and project profitability at a granular level.
Agency-Focused Financial Support
Utilization Tracking
Actionable insights into how your team is spending their time across billable and non-billable work.
Project Profitability
Granular reporting on every project to ensure you are meeting your margin targets.
Resource Planning
Dynamic staffing models that help you decide when to hire and how to allocate your team.
Indirect Cost Allocation
Ensuring your overhead is correctly allocated to your projects for a true view of profit.
Retainer Management
Systematic tracking of recurring revenue and scope creep to protect your agency's revenue.
Pricing Strategy Advisory
Data-driven advice on how to price your services for maximum growth and margin.
Cash Flow Forecasting
Proactive visibility into your cash position, especially between large project payments.
WIP & Accrual Accounting
Managing complex Work In Progress (WIP) accounting to accurately reflect your current state.
Grow Your Agency with Financial Precision
Our Agency Onboarding Process
We integrate your time tracking and project management tools into your financial engine.
Time Track Integration
Connecting tools like Harvest or Toggl to your centralized financial ledger.
Project Cleanup
Reconciling historical project data to establish accurate baseline margins.
Forecasting Setup
Developing custom resource and cash flow models for your specific agency size.
Ongoing Strategic Counsel
Monthly reviews focused on utilization, margin, and future hiring plans.
Expertise
Our agency advisors understand professional services. We bring the expertise needed for project-based revenue models.
The Choice for Agency Owners
We empower you to lead your agency with data. Our support allows you to focus on delivering world-class creative work.
Frequently Asked Questions
How do you calculate individual project profitability?
By accurately allocating indirect costs and direct labor based on project time tracking, we give you a true view of every project’s actual margin.
Can you help with agency resource planning?
Yes, we use your historical utilization data to help you forecast exactly when to hire your next producer or creative talent.
How do you handle WIP (Work In Progress) accounting?
We use accrual methods to ensure your revenue is perfectly matched to the period in which the creative effort was actually performed.
Do you integrate with tools like Harvest or Toggl?
Absolutely. We sync your time-tracking and project management data directly into your accounting software for seamless reporting.
When is the best time to start working with an accounting/finance firm like Graphite?
In reality, the second you start developing your product and spending money is when you need to start keeping clean books. Early setup saves money and ensures you’re ready for any investor audit.
How much does it cost?
Our pricing starts at $1,250/mo and scales with your needs. We offer custom, fixed monthly pricing that acts as a predictable part of your budget.
Can you help us transition to Graphite?
Yes. We manage the entire transition from your previous firm or internal setup using a dedicated onboarding manager.
Who will be my point of contact?
You’ll have a dedicated team of 2-4 professionals. Communication is seamless via Slack and shared email aliases.
What stage company is the best fit for Graphite?
We specialize in high-growth startups from early-stage founders to companies with hundreds of employees. Our sweet spot is VC-backed startups.
Can you help us set up our financial tech stack?
Absolutely! We recommend and implement automated tools for billing, payroll, and expense management tailored to your specific industry.
What are your security protocols?
We have an internal security team and follow rigorous protocols to ensure your financial data is fully protected.