A financial partner who actually understands
the marketing & creative industry
Since you took the time to read our letter, we wanted to make it easy for you to learn more about how Door 417 can help your agency achieve financial peace of mind. (And we hope you enjoy that coffee.)
Two ways to get started with Door 417—pick what feels right for you.
Book a call with Phil to discuss your agency's financial setup and whether we might be a good fit.
What we'll cover:
Get our 20-Point Peace of Mind Checklist applied to your books. In 2-3 days, you'll know exactly where your agency stands financially.
What's included:
Most accountants don't understand billable hours, retainers, or the unique cash flow challenges of running a creative agency.
We do. Door 417 specializes exclusively in accounting, CFO services, and financial strategy for marketing agencies and PR firms. We're not outsiders trying to figure out your business—we're insiders who've been serving the creative industry for years.
Clean books that actually reflect how your agency operates. No more explaining what a retainer is.
Strategic financial guidance to scale profitably. Cash flow forecasting, growth planning, and profitability analysis.
Minimize tax liability while staying compliant. We optimize your tax position with industry-specific strategies.
Streamline billing, project profitability tracking, and resource management. Run your agency more efficiently.
We only work with marketing and creative agencies. Your challenges are our specialty.
We don't just record history—we help you make better decisions about your future.
We become an extension of your team, not just another vendor sending monthly reports.
Client references available upon request.
Based in the Midwest, we serve creative agencies, PR firms, and marketing companies ranging from $500K to $20M in annual revenue across the United States.
Managing 10-150 active client projects with complex retainer and project-based billing
Juggling retainer clients and project-based work with unpredictable revenue timing
Struggling with project profitability tracking and resource utilization
Outgrew their basic bookkeeper and need strategic financial guidance
No surprises. No high-pressure sales tactics. Just clarity.
No. We work within QuickBooks Online, which most agencies already use. If you're on something else, we'll discuss during our conversation.
We focus on setting you up for long-term success rather than rushing. During the first few months, we implement our proven processes while systematically addressing any cleanup needs behind the scenes. This approach ensures quality work that lasts, rather than a quick fix that creates problems down the road.
That's exactly why agencies hire us. We've seen it all. We take a methodical approach—implementing strong processes first, then addressing historical issues systematically. It's not realistic to fix months or years of problems overnight, and we won't pretend otherwise.
You can, though we've found most agencies get the best value from our Growth tier—it includes the strategic guidance that really moves the needle. That said, if Essentials makes sense for where you are today, you're welcome to start there and expand to Growth or Performance as your needs evolve. See what's included in each package.
We only work with creative agencies and PR firms. That's it. Our staff has experience working with agencies across the spectrum—from solo consultants just starting out to one of the largest private agencies in the country with over $1 billion in annual revenue. We understand agency operations at every stage.
Absolutely. While we're based in the Midwest, we serve agencies across the United States. Our pricing is adjusted based on your market's cost of living, so you're getting fair, regional pricing regardless of where you're located.
Schedule a 1-hour discovery call to discuss your agency's financial setup.
No pressure, no sales pitch—just a genuine conversation.
We get it—some people aren't into online scheduling.
We typically respond within a few hours during business days.