Where agency books go wrong
- Pass-through costs. Ad spend and software billed to clients inflates revenue unless it is tracked separately.
- Retainers and project fees. Recurring and one-time revenue mixed together hides your real run rate.
- Contractor payments. Contractor and subcontractor payments scattered across tools, a headache every January.
- Software sprawl. Dozens of subscriptions on company cards that nobody reviews.
What the Lytix team handles
- Monthly bank and card reconciliation
- Retainer and project revenue tracked separately
- Pass-through costs recorded apart from agency income
- Contractor payments tracked for year-end reporting
- Profit and loss statement by the 10th business day
- Books ready for your CPA
Need help in the office too? Our virtual assistance covers scheduling, inbox and client follow-up, from $350 a month.
Flat monthly pricing, published
Starter
$300/mo
Up to 50 transactions a month
Growth
$550/mo
Up to 150 transactions a month
Pro
$900/mo
Unlimited transactions, full monthly close
$250 one-time setup on every plan. Behind on your books? We do catch-up and cleanup first, priced per month of backlog and confirmed on the discovery call.
How it works
- Free discovery call. Thirty minutes. We learn how your business runs and tell you what we would do.
- A clear proposal. One flat monthly price, scoped to what you actually need.
- Clean books every month. Reconciled accounts and a profit and loss statement by the 10th business day.
Questions owners ask us
Do you understand agency pricing models?
We track retainers, project fees and pass-through costs separately, so your profit and loss shows agency income, not client spend.
Which software do you use?
QuickBooks Online or Xero.
Do you prepare taxes?
No. We deliver reconciled books your CPA can file from. We do not prepare returns.
What does it cost?
Flat monthly plans start at $300, with Growth at $550 and Pro at $900, plus a $250 one-time setup.
Is there a contract?
No long-term contract. Service is month to month.