Virtual Accounting & Tax Strategy for Digital Marketing Agencies (US-based)

Client-level books, clear margins and year-round tax strategy for digital marketing agencies, executed monthly, not scrambled at year-end.

Anomaly CPA advisor reviewing documents at his desk

Inc. 5000 company

4x

Recognized as one of the fastest-growing private companies four times.

Our philosophy

Margin by client and project, backed by a tax strategy that runs all year

Margin by client and project, and a documented tax strategy executed monthly, not scrambled together at year-end.

With Anomaly, you get clean, organized financials that show margin by client and project, plus a documented tax strategy executed monthly instead of rushed at year-end. We handle bookkeeping, payroll and contractor reporting, cash flow visibility, and the tax planning that matters for agencies: entity and owner compensation planning, quarterly estimated taxes, contractor compliance and multi-state exposure. The result is a clear view of profitability, predictable cash flow, and the confidence that your books and tax strategy are working together as your agency grows.

4x

Inc. 5000 company

#1

Tax Strategist in the U.S.

200

Forbes top CPA firms

Expertise

What we do for digital marketing agencies

Client-level bookkeeping, payroll and contractor reporting, cash flow forecasting and proactive tax strategy, executed monthly, not scrambled at year-end.

Client & Retainer Revenue

Revenue recorded by client, retainer and project, so margins are measured in books you can trust.

Ad Spend Pass-Through

Media spend billed through to clients is accounted for correctly, so ad budgets never distort your revenue or margin.

Contractors & Payroll

Compliant payroll and 1099 contractor reporting, so your team and freelancers are paid and reported on schedule.

Profitability by Client

See which clients and services make money, with margin and cash flow in one clear view.

Tax strategies

Maximizing every dollar with strategic tax planning

Every tax strategy we recommend is built around how agencies actually operate, from choosing the right entity and owner compensation to managing contractor costs and planning for multi-state clients.

Anomaly CPA advisor working at a desktop monitor in a bright office

Entity & Owner Compensation

Evaluate the right structure for your agency and set a defensible owner salary and distribution plan.

Contractor & Payroll Strategy

Classify workers correctly, manage 1099 reporting, and plan payroll costs against your margins.

Quarterly Taxes & Cash Flow

Plan estimated payments around retainer and project timing so your tax bills are predictable.

Multi-State & Growth Planning

Manage state filing exposure from remote teams and clients, and plan reinvestment, retirement and exit options as you scale.

How we work

Tailored tax solutions for digital marketing agencies

Don't settle for a tax planning process that just skims the surface. We start with a comprehensive review of your agency, then deliver high-impact, proactive strategies tailored to your situation.

Two people reviewing a document together at a table on an outdoor terrace

Identify

We review your entity, owner pay, team and client mix to identify the tax strategies that actually fit how your agency operates.

Implement

We build each strategy into your current books and payroll process on the fly, so owner pay, contractor costs and estimates run month to month.

Report

We make sure every strategy is reported correctly on your returns, with the documentation to support it.

Accounting services

Accounting Services for Digital Marketing Agencies

Retainers, project work, ad-spend pass-throughs and distributed teams create a different equation for every agency. Whether you run paid media, SEO, creative or full-service, our team brings organized accounting and practical, hands-on insight.

Core Bookkeeping

Monthly close, revenue and margin by client, and clean, GAAP-ready financials. Retainers, projects and ad-spend pass-throughs are recorded consistently, so the numbers match your invoices and your bank.

Payroll & Contractors

Payroll support, contractor tracking and 1099 reporting handled on schedule, so your team and freelancers are paid correctly and nothing is missed at year-end.

Reporting You'll Trust

Profitability reports by client, quarterly reviews and organized documentation. You see which accounts earn their keep and which ones need repricing.

Tailored to Your Goals

Structured around your service mix, team size and tax strategy, whether you run paid media, SEO, creative or a full-service shop.

Fast, Pro Support

A responsive team with fast turnaround, so there is no waiting and no delays when a client, a lender or your own team needs an answer.

Packages

Pick a Plan That Fits Your Agency

Year-round tax strategy and monthly accounting for agencies. Choose one or combine both.

Concierge Tax

Proactive tax strategy built around how agencies operate, from owner compensation to contractor costs.

Starting from
$450
/month

Dedicated Tax Project Manager

Mid-Year & Year-End Check-In Meetings

Tax Projections & Estimated Tax Payments

Entity and owner compensation planning

Tax Return Preparation

Core Accounting

Monthly bookkeeping with revenue and margin by client, so the numbers match your invoices and your bank.

Starting from
$400
/month

Monthly close and reconciliations

Retainers, projects and ad-spend pass-throughs recorded consistently

Contractor tracking and 1099 reporting

Reporting and dashboard with Concierge accounting, from $800/month

Client voices

Anomaly CPA’s client victories in the spotlight

Innovative business owners and investors across the globe benefit from our unique tax strategy and cloud accounting experience allowing them to stay ahead of the curve.

“

I discovered them through some research on Google, actually.
I had just moved to Massachusetts, and I needed a Massachusetts accountant, somebody to come and partner with me.

I’ve been using them for about two years now.
They are great partners.

They really support me in my business, and I highly recommend them.

I feel they can support any industry with all their accounting and tax needs.

‍

C.Kay International
“

I’ve been a client since day one,
and I’m just so proud of him,
seeing him build this up.

Now he’s helping so many people—
so many entrepreneurs,
so many businesses,
so many investors,
so many individuals and companies. It’s been incredible.

I’ve been working with him and his team
for, yeah, must be four years now. And I would say, if you’re an entrepreneur,
you own businesses,
or you’re a high earner
and you have investments like real estate,
working with Greg is an absolute no-brainer.

They’re forward-thinking.
They’re cutting-edge.
They’re leaders in the space.

I know personally, for me,
they’ve saved me a lot of money,
which has been able to add to my net worth.

I’ve saved way more than they’ve cost,
or the investment in them.And it’s so worth it.
So much so.I’ve recommended dozens of people to them.

Wade Critides | Lifestyle Entrepreneur
“

I would wholeheartedly recommend Greg O’Brien and his entire team to any small business or mid-sized business owner looking for help.

We don’t have the resources, and often don’t have the budgets, to bring on staff full-time.

Honestly, Greg and his team have been the next best thing.

John Guilfoil Public Relations
“

The biggest difference that we noticed right away was that there were all these things that we could be taking advantage of.

We could be way more strategic with how we were filing, what strategies we had in place, and what things had been ruled on from a tax law perspective.

My favorite part about it is, at the highest level— because there are tiers that you can work with the team through— but at the highest level, you’re fully supported.

Your accounting is taken care of. All of your tax strategy is taken care of. Basically anything you would need on the back end, money-wise, you’re taken care of.

That even includes if an audit were to come up or something like that. You have support with all of that. Love it. So grateful.

Nexus Family Chiropractic
“

"Anomaly, has been INSTRUMENTAL to the success of our start-up business. Their knowledge, expertise, and due diligence in the accounting field gives us the confidence that our books will always be in good hands as we continue to focus on other pertinent business matters. I would recommend Anomaly to anyone looking for a fantastic service on a budget! Thank you for being awesome!"

Brian Megill | Host Events Inc.
“

"Anomaly provides a professional and tailored approach to achieve the desired outcome for clients and we couldn’t be happier with the quality of his services. They've helped us manage through the first year of our new company and taken the stress out of dealing with multiple vendors, agencies and tax authorities making year one seamless for our business. We look forward to another successful year and would highly recommend their services!"

Jay Carlington
“

"I would recommend Anomaly to anyone. They have been an extremely valuable asset to our business and acts as an extension of our team. We began working with Anomaly almost 2 years ago and it was a great decision. They are extremely responsive and I would highly recommend their services to anyone."

Dan Bresciani
“

"Anomaly helped me out with starting my own business. I could tell right away that they were extremely knowledgeable and passionate about helping their clients navigate the complex world of taxes and creating effective strategies to reach their goals."

‍

Mark Perlberg

Award-winning impact: Recognized excellence in client services

Our team has been recognized for our impact
and services to clients. Recent awards include: Greg O'Brien (3x) and John Malone (2x) as 40 Under 40, AccountingToday Top 10 Firms for Tech, the #1 Tax Strategist of the Year Award by the American Institute of Certified Tax Planners & Forbes Magazine Top 200 CPA Firms.

2026 Forbes Best-in-State Top CPA

2025 Forbes Best-in-State Top CPA

2024 Forbes Top 200 CPA Firms

Two CPA Practice Advisor logos: left side shows '40 Under 40' in purple and gray; right side shows '20NTY Under 40 Influencer' in dark red and gray.

2022 CPA Practice Advisor "40 Under 40" professionals who have emerged as leaders in the profession.

Accounting Today 2022 Best Firms for Technology badge.

2022 Accounting Today Best Firms for Technology

2021 Concierge Accounting Firm of the Year

Gold seal emblem with initials CTP and text Certified Tax Planner around the edge.

2020 AICTC Tax Planner of the Year National Finalist

Agency FAQs

Frequently Asked Questions About Accounting & Tax Strategy for Digital Marketing Agencies

Do remote teams and out-of-state clients create tax obligations in other states?

They can. Employees or contractors working in another state, and clients in other states, may create filing obligations. We review your exposure and keep you compliant as your agency grows.

Do I need to issue 1099s to freelancers and contractors?

If you pay a contractor for services above the IRS reporting threshold, generally yes. We track contractor payments through the year, collect the required forms and file 1099s on schedule.

How should I pay myself as an agency owner?

It depends on your entity and your profit. We set a defensible salary and distribution plan and build quarterly estimates around your retainer and project timing, so your tax bill is predictable.

Can you show me profitability by client and by service?

Yes. We set up your books to track revenue and costs by client, retainer and project, then deliver profitability reports you can use to reprice, reallocate your team or let go of accounts that do not pay.

How do you handle ad spend that I pass through to clients?

We record media spend that you bill through to clients in a way that matches your contracts, so ad budgets do not inflate or distort your revenue and margin. You see your true agency margin for each client.

How do I get started with Anomaly CPA as a marketing agency?

Start with a short intro call. We look at your service mix, team and current books, then recommend a scope of work and pricing that fits your agency.

From the blog

Guides & insights for digital marketing agencies

July 20, 2024

Essential Accounting Practices for Digital Marketing Agencies

Built for digital marketing agencies

Ready to partner with a virtual CPA for your agency?

A short call with our team, no prep needed.

63
five-star reviews
4x
Inc. 5000 company
50
states served, fully remote
Intro call
A 30-minute intro call with our team
We learn about your business and goals
You learn how working with Anomaly CPA works
No prep, no pitch deck, no obligation
Or call 781 694 2203 · Boston, MA