Accounting for Marketing & Advertising Agencies

The best agencies rely on Graphite for bookkeeping, client invoicing, project profit analysis & more.

Our Services

Graphite provides the best growing agencies full-service accounting and finance support at a fraction of the cost and time it takes to maintain and internal team. We help agencies manage client invoicing, margin & profitability analysis by client, bookkeeping, reporting against budget and pipeline, and a lot more.

Tech Stack Implementation

We’ve built and integrated hundreds of scalable agency accounting tech stacks.

Agency Bookkeeping

Always-on bookkeeping so your books are accurate, compliant and ready to use for operating & growth.

Client Invoicing

We fully manage your AR and client invoicing so payments are made on time and collections are audited.

Margin Analysis by Client & Project

We provide some of the most robust financial reporting in our industry, so founder & operators can focus on using data, not mining it.

CFO & Analysis

Every Graphite client has access to an experienced CFO, whether it’s ad hoc or long-term support.

Expense Detail Reports

We keep a tight eye on your expenses each month and flag any variances or oddities.

Operational Accounting

Your one stop shop for everything: We can pay your bills, invoice clients, run payroll, file your taxes and a lot more.

Tax Compliance

We create a proactive compliance calendar and manage all of your tax deadlines and requirements.

Trusted by the best growing agencies, including:

Why Agencies Prefer Us

Simple: Our scalability & talent. We are the long-term agency accounting partner, and the US-based team we allocate to you will only be working with a handful of clients at a time, so they can be high-touch, embedded in your operation, and feel like an in-house team. Below are the key reasons why agencies prefer us.

01 Scalability

We support from a handful of employees to hundreds. No more hopping from firm to firm.

02 A Full Stack

Each agency gets a team (not just a single accountant) that matches their needs.

03 Track Record

Our experience speaks for itself. 7+ years. 250+ companies.

04 Reporting

Agencies receive robust and accurate financial reporting each month.

05 Top Talent

Talent that has worked with agencies just like yours, at your fingertips.

06 Cost

A flexible, fractional & affordable engagement structures.


Why do most growing agencies work with Graphite?

The main reasons agencies choose to work with us are:

Our track record: We’ve helped countless agencies grow from a few team members to hundreds of employees, and for many, we’ve scaled with them through their exits. 

In-House Feel: With other firms, you’ll likely get a team from a service center that is working with 15 or 20 clients at a time. We are the opposite side of the spectrum. We are your long-term partner, and the US-based team we allocate to you will only be working with a handful of clients at a time, so they can be high-touch, embedded in your business, and feel like an in-house team. 

Scalability: Hopping from accounting firm to accounting firm as you scale is not fun. That’s why startups prefer Graphite. We are a one-stop-shop. We handle everything (bookkeeping, operational accounting, CFO, FP&A, tax, etc.) and have yet to meet our match in terms of scale.

Robust Reporting: The clients that work with us receive some of the most insightful business reporting in the industry. Here is an example of our financial health dashboard that we set up for our clients. We help our operators keep a tight understanding of unit economics, growth and capital needs.

Top Talent: Our team members have worked with agencies just like yours, and have a wealth of knowledge about your specific industry.

For a quick quote, click here.

How much does it cost?

Our pricing structure is really simple and extremely fair…it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.

Our engagements start at $1,250/mo (for select pre revenue companies) and grow from there based on a startups goals and needs.

For a quick quote, click here.

How do you handle the transition from our current firm to Graphite?

Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Graphite team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.

Who will be my point of contact?

Every client we work with is assigned a dedicated team, usually consisting of two to four team members. Of those team members, we will define a main point of contact. We love Slack, so if you use it, we can create a Slack instance and communicate there. We also will create an email alias so you can simply email one email address that will go to your entire Graphite team.

What is communication cadence like?

We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.

Do you provide tax filings as a stand alone service?

We do, yes! And we can quickly get you pricing. For a quick quote, click here.

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. There are always inflection points (for example a company raising money and investors needing them to provide clean financials, or a bank requiring GAAP compliant financials in order to provide a loan) where you don’t want to be scrambling to get those things together.

Yes, you need to have some sort of cash flow (investment dollars, working capital or revenue) to pay for a service like ours, but the earlier you do so, the more money you will save in the long run and the cleaner your books will be in order to fundraise and progress your business.

What does your financial modeling and FP&A service include?

Our financial planning & analysis (FP&A) support, aka Tier 2 in our service tiers, is a fully managed and always on FP&A service. On top of bookkeeping, we also handle building you a financial model and a financial health dashboard (demo here), and updating/maintaining that dashboard over time so we can provide you with full financial insights around your business. 

We can also offer you a Fractional CFO to help with things like fundraising, M&A, and driving strategic initiatives.

Contact us here to speak with one of our CFOs.

How does your pricing compare to a full-time person

For most startups, you don’t need 40 hrs/wk of work from an internal finance hire or team, especially when you first hire them. Fractional work, like Graphite, provides a much more efficient approach, as you are only paying for the exact effort you need at that moment in time. You also don’t pay us for benefits, downtime and vacation! So, our cost tends to be much more efficient than hiring an internal team member.

Where is your team based?

Our hubs are in New York and Florida, but our team is fully remote across the US working in all time zones.

How long do clients work with Graphite on average?

Most companies work with Graphite for long periods of time, as our service is extremely scalable and cost-efficient. There are “bandaid” accounting services that are more so quick fixes for short periods of time, and then there is Graphite…the long term partner. Most of our clients work with us for years and years, and we take many through their exits, M&As, etc.

What are your security protocols?

We have an internal security team and take data security very seriously.

Do you help companies set up their software and tech stack?

Yes! We are a “tech-focused” firm and recommend/setup all different types of tools and softwares to our clients. We have standard tools that we prefer and will recommend, but we can also mold to softwares you are using and prefer as well.

Graphite was quite literally the best value add service I have received from any investor. I can’t recommend them enough.

— Rami Essaid, Founder, Distil Networks

Our Leadership

Paul Bianco
Founder, CEO

Former VC @ ff Venture Capital, Investor in Plated and Distil Networks

Jocelyn Wilson

15+ years of accounting & operations experience in both public accounting & private startups

Chris Mossa
Chief Strategy Officer

Former Founder & CEO at CPM Advisory, CFO at Advizr, Investor in multiple early-stage startups

Josh Leider
Head of Growth

Previous Co-Founder & CMO of MeditationWorks and TempoRun

Benjamin Friedman
Head of Customer Success

20+ years’ ops & finance experience with fast-growing companies, including five successful M&As


Sean Bies
Managing Director, Client Services

Experienced Controller working with eCommerce startups and fortune 500 companies

Sam Patel
Managing Director, Client Services

Accomplished Controller, 15+ years accounting experience


Heather Fipps
Managing Director

Experienced Controller with 16+ years in accounting leadership

Lisa C | Graphite - Startup Accounting Services

Michael Smith
Managing Director, Tax

30+ years of tax and accounting experience

Lisa C | Graphite - Startup Accounting Services

Heather Stein
Managing Director, Finance

20+ year accounting & finance experience providing business insight in growth environments

Donny Tyra
Director, Technical Accounting

Experienced CFO, 25+ years of accounting experience

Didier Jupillat

Experienced CFO, 18+ years accounting & finance experience, MBA Wharton

Get In Touch

Locations: NYC HQ / Clients around the world

With team members across the country and clients worldwide, we cast a wide net.

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