In event production, managing multiple projects simultaneously often leads to a myriad of challenges, especially when dealing with financials. Recently an event production company was grappling with such a predicament, suffering from an inefficient billing process.

When creative energies get bogged down by manual processes and inaccuracies, the entire agency feels the crunch. This case study explores how we turned a tedious spreadsheet tracking process into a streamlined, automated financial management system for a marketing agency, freeing up their creative minds for what truly matters: creativity and innovation.

ProProject Bookkeeping successfully addressed the challenges faced by a 3-year-old Public Relations & Event Planning Firm in tracking the profit and loss of their projects. The firm initially used a manual, error-prone spreadsheet-based process that often led to underestimating project expenses.

A 10-year-old NYC creative agency was dealing with a messy invoicing system that didn't track payments, leaving them in a cash-flow bind. As the agency grew, keeping tabs on unpaid invoices became a struggle. It was time to call in the experts.