Welcome!
Welcome to

A financial partner who actually understands
the marketing & creative industry

The coffee's on us—now let's talk about your agency's finances.

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.)

Choose Your Starting Point

Two ways to get started with Door 417—pick what feels right for you.

1-Hour Discovery Call

Free

Book a call with Phil to discuss your agency's financial setup and whether we might be a good fit.

What we'll cover:

  • Your current financial setup and pain points
  • How Door 417 works with agencies like yours
  • Whether we're the right fit (no hard sell)
No strings attached: If it's not a fit, no problem—we'll point you in the right direction.
Book a Discovery Call with Phil
OR
📊

Financial Health Audit

$250

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:

  • Scored report card of your financial systems
  • Prioritized action items
  • 45-minute results presentation
What happens next: If we're a fit and you want to work together, the $250 is credited toward your first month of service.
Get Your Financial Health Audit

We speak your language

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.

100%
Agency-Only Focus
8 Days
Month-End Close Time
30+
Years Combined Agency Finance Experience

How we help creative agencies thrive

Accounting & Bookkeeping

Clean books that actually reflect how your agency operates. No more explaining what a retainer is.

CFO & Advisory

Strategic financial guidance to scale profitably. Cash flow forecasting, growth planning, and profitability analysis.

Tax Strategy & Compliance

Minimize tax liability while staying compliant. We optimize your tax position with industry-specific strategies.

Operational Consulting

Streamline billing, project profitability tracking, and resource management. Run your agency more efficiently.

Our clients have worked with brands like:

Why creative agencies choose Door 417

01

Industry Expertise

We only work with marketing and creative agencies. Your challenges are our specialty.

02

Proactive Guidance

We don't just record history—we help you make better decisions about your future.

03

Real Partnership

We become an extension of your team, not just another vendor sending monthly reports.

Client references available upon request.

Who We Work With

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.

Full-Service Marketing Agencies

Managing 10-150 active client projects with complex retainer and project-based billing

PR Firms

Juggling retainer clients and project-based work with unpredictable revenue timing

Digital Agencies

Struggling with project profitability tracking and resource utilization

Creative Shops

Outgrew their basic bookkeeper and need strategic financial guidance

What to Expect

If you book a Discovery Call:

  1. Step 1: We'll ask about your current financial setup and pain points
  2. Step 2: You ask us anything you want about how we work
  3. Step 3: If it feels like a fit, we'll discuss next steps
  4. Step 4: If not, no hard feelings—we'll point you in the right direction

If you book the Financial Health Audit:

  1. Step 1: We'll send you a simple data request form (takes 20-40 minutes to complete)
  2. Step 2: You grant us read-only access to QuickBooks
  3. Step 3: We analyze your books using our comprehensive 20-point framework
  4. Step 4: We present findings in a 45-minute Zoom call within 3 business days

No surprises. No high-pressure sales tactics. Just clarity.

Questions We Often Get

Do I need to switch accounting software to work with you?

No. We work within QuickBooks Online, which most agencies already use. If you're on something else, we'll discuss during our conversation.

How long does it take to get onboarded?

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.

What if my books are a mess?

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.

Can I start with just bookkeeping and add CFO services later?

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.

What makes you different from other accounting firms?

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.

Do you work with agencies outside the Midwest?

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.

Book a Call with Phil

Schedule a 1-hour discovery call to discuss your agency's financial setup.
No pressure, no sales pitch—just a genuine conversation.

Prefer to Just Call or Email?

We get it—some people aren't into online scheduling.

We typically respond within a few hours during business days.