DIGITAL AGENCY ACCOUNTING & TAX PLANNING
We help Fort Lauderdale digital agencies gain clean financials, predictable tax outcomes, and real clarity around profitability.
Our CPA-led accounting and proactive tax planning give you ongoing insight into retainers, project margins, utilization, and cash flow so you can scale your agency confidently without financial guesswork or tax surprises.
CPA-Reviewed Financials
Accrual-based financials you can trust for decision-making and tax planning.
Cash Flow & Taxes
Know what’s available and what must be reserved for taxes before deadlines arrive.
Agency Profitability
Understand margins by service line, client type, and retainer vs project work.

FORT LAUDERDALE DIGITAL AGENCY CPA
If you own a digital agency in Fort Lauderdale and feel busy, profitable, but financially unclear, you’ve likely outgrown basic bookkeeping and year-end tax prep.
Westfront Tax & Accounting works best with digital agencies earning $500K–$5M that want proactive tax planning, accurate financials, and real insight into what’s driving margins, utilization, and cash flow.
Digital agency accounting is fundamentally different from standard small business bookkeeping.
Retainers, project-based work, scope creep, utilization, and payroll-heavy cost structures create complexity that generic bookkeeping systems simply aren’t built to handle.
Agency accounting aligns revenue, labor, and expenses with when work is performed, not just when cash moves so owners can see true profitability and make confident decisions.
Know when to hire, subcontract, or slow growth based on real capacity, no gut instinct.
See which revenue streams scale profitably and which quietly drain margins.
Structure owner compensation, entities, and retirement strategies intelligently.
Understand which clients and services actually drive profit.
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Digital agencies in Fort Lauderdale do not choose Westfront just to file tax returns. They choose us for an ongoing relationship that goes beyond compliance.
100% U.S. Based
All work is handled internally. We do not outsource overseas.
Technology
We use advanced accounting systems configured to your business needs.
CPA & EA Licensed
Our work is led by licensed professionals with direct oversight and accountability.
Powered by Leading Accounting Technology




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Many agency owners assume financial stress is just part of running a creative business. In reality, it’s usually the result of outgrowing tax-only accounting.
As agencies grow, add team members, and juggle retainers and projects, complexity increases faster than visibility unless the accounting system is built for agencies.
Revenue looks strong, but cash feels inconsistent.
Payroll grows on gut instinct, not objective numbers.
Retainers hide low-margin clients.
Tax bills appear after decisions are already made.
As digital agencies grow, compliance alone is no longer enough.

Real digital agency accounting is about having the right information at the right time. This is the foundation behind our monthly accounting and advisory services.
Essentials
For digital agencies that need a clean financial foundation.
Weekly Bookkeeping & Reconciliations
Monthly P&L, Balance Sheet, and Statement of Cash Flows
Monthly Tax Predictions
CPA Open Communication
Tax Filing Service
Momentum
For growing agencies that need margin insight, planning, and better decision support.
Performance Insights (Profitability by Retainer/Project, Efficiency, Sales Mix, etc.)
Strategic Planning Sessions
1-Day Response Time
Tax Planning & Advisory
*Includes Essentials
ProfitBuilder
For established agencies that need forecasting and strategic financial leadership.
Financial Forecasting & Budgeting
Cash Flow Management Support
C-Suite Management Deck
*Includes Momentum & Essentials
We understand that switching accountants is a big decision for your agency and for your future. And so we've laid out what to expect from start to finish.
Book a Consultation
We schedule a 15 to 30 minute call to see if we are a good fit. This is an opportunity to share your situation, goals, and concerns with a licensed CPA.
Assessment & Proposal
After reviewing your QuickBooks Online, we provide a summary financial health assessment and a custom proposal delivered to your inbox within 24 hours.
Foundation Catchup
If your bookkeeping, accounting, or taxes are behind, we bring everything up to date. This phase usually takes between 2 and 6 weeks, depending on complexity.
Ongoing Service
Upon finalizing the catchup phase, we continue working with you on an ongoing basis as your business co-pilot every week.

FULL SERVICE BOOKKEEPING, TAX PLANNING & ACCOUNTING
Most small business accounting revolves around taxes, but that’s just one facet of running a growing and smart business.
Our outsourced accounting service takes all accounting tasks off your team, into the hands of a CPA team for a fraction of the cost, & twice the value.
See beyond the numbers every month
No more tax surprises with proactive CPA services
Understand what drives profit margins
Save time on bookkeeping & focus more on growth
Get strategic CFO reporting to plan, scale, and stay audit-ready
How is digital agency accounting different from general bookkeeping?
Digital agency accounting goes beyond tracking money in and out of the bank.
Agencies rely on retainers, project-based work, and payroll-heavy teams, which creates a disconnect between cash flow and true profitability. General bookkeeping often misses utilization, margin by service, and timing differences between work performed and cash collected.
Agency accounting aligns revenue, labor, and expenses with when work is delivered so owners can clearly see profitability and make informed decisions.
Do you help with retainers and project-based revenue?
Yes. This is one of the most important parts of agency accounting.
We structure your accounting system to properly track retainers, projects, scope changes, and labor costs. This provides clear visibility into margins, capacity, and which clients or services are actually profitable.
What size digital agencies do you work with?
We work best with digital agencies earning between $500K and $5M in annual revenue.
My books are behind. Can you still help?
Yes, and this is common. As part of your foundation catchup phase, we bring you up to date with your accounting, bookkeeping, and taxes before transitioning to an ongoing relationship.
Usually, this phase takes between 2-6 weeks depending on complexity.
Are you located in Fort Lauderdale?
Yes, we are based in Fort Lauderdale. We serve agencies locally and nationwide through a model.
Westfront Tax & Accounting Florida
Tax, Bookkeeping & Accounting Services for Small Business

Tax Planning & Advisory Services
Proactive tax planning with year-round advisory support for your business.

Monthly Accounting Services
Turn your numbers into strategy with CFO insights, KPI tracking, and profit optimization.

Bookkeeping Services
We’ll do your books weekly, saving you time and protecting you from costly tax mistakes.

Payroll Services
From setup to ongoing management, we handle payroll and contractor payments so you stay compliant and stress-free.