Empowering Healthy Business Podcast Episode 22: Life-Changing Benefits of Great Sleep with Matt Beedle
In this episode of the Empowering Healthy Business Podcast, host Greg Reed is joined by Lindsay Jarosch, a SmartBooks expert with years of experience in serving marketing agencies. Lindsay breaks down the key accounting topics for marketing agencies that often get overlooked but can make or break financial performance.
Marketing agencies often focus heavily on client work, leaving financial operations as an afterthought. However, without clear financial reporting, agency leaders can struggle to track profitability, manage cash flow, or plan for growth. Lindsay explains how proper accounting allows agency owners to make better, faster decisions.
Key Accounting Topics for Marketing Agencies to Understand
Lindsay shares common pain points that arise when marketing agencies lack clean books or structured reporting. She emphasizes the importance of tracking revenue by service line, maintaining accurate job costing, and monitoring recurring revenue trends. These insights help agency owners see what’s working and what needs attention.
She also covers how to time expenses and revenue properly, especially when dealing with retainers or project-based billing. This ensures agencies avoid distorted margins and unpredictable income patterns.
One of the most important key accounting topics for marketing agencies is cash flow planning. Lindsay explains why agencies need to project cash availability, especially during slow seasons or before investing in team expansion. This level of visibility reduces stress and improves stability.
How Marketing Agencies Can Take Action Today
Lindsay encourages agency owners to review their current chart of accounts and make sure it aligns with their service model. She also suggests working with accountants who specialize in agency operations, as they’ll know how to spot risks before they become financial headaches.
Implementing even a few of these strategies can have a measurable impact. When you understand the key accounting topics for marketing agencies, you gain a strategic edge not just better books.
Listen now to hear how your agency can turn financial reporting into a competitive advantage with SmartBooks’ expertise.
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