Accounting and CFO Services for Event Production & Experiential Marketing
Know which activations, accounts, and retainers carry the agency, what your real staffing and project margin is, and when the cash actually lands.
Erick Gamez, Founder
Know which activations, accounts, and retainers carry the agency, what your real staffing and project margin is, and when the cash actually lands.
“We know the agency was profitable last year. We couldn’t tell you which activations or accounts made the money.”
“Reimbursables and pass-throughs run straight through our revenue line and make our margins look like fiction.”
“Half our work is retainer and half is project, and in the books the two blur together.”
“We’re paying ambassadors and freelancers on Friday and the client pays us in sixty days.”
“Every market has different pay rates and we’re quoting off one number.”
Bookkeeping structured by activation, client, and market, so every project’s cost sits where you can find it.
Job costing per activation and per client, with staffing margin and pass-through costs separated from the work you actually profit on.
A 13-week cash forecast built around client payment terms and contractor payouts, so payroll never depends on one late invoice.
We treat every event, activation, and market as its own profit center, with staffing, travel, production, and management time measured against client revenue. You can see which programs generate margin.
The spread between ambassador pay and billing rates by market and role, including payroll taxes, insurance, no-show and replacement rates, and travel.
We separate client reimbursables from revenue so gross margin is useful and proposals reflect the economics of the work.
Modeling the gap between payroll dates and client payment terms, and structuring deposits, progress billing, and collection so a won contract does not create a cash problem.
On worker classification: contractor and employee arrangements get structured and documented properly, working alongside your attorney. The classification call is a legal one, and we’ll tell you when you need to make it.
EPI Promotions staffs and runs brand activations for beverage clients across a large customer base. Revenue arrives through several different streams that had never been separated cleanly enough to compare against one another.
We rebuilt the billing and payroll records into a single verified ledger, then split revenue by stream so each one could be measured on its own terms. We now review profitability month over month so the team can see changes during the year.
That tells an agency which parts of the business deserve more of its people and which ones are costing it money.
We will cost your last few programs as their own profit centers and show you where the margin really is.
We will cost your last few programs as their own profit centers and show you where the margin really is. We will get back to you within one business day. You can also text or call (480) 430-2772.
Rather just talk it through?
Book a Free Intro CallSkip the form and grab a time on our calendar that works for you.