You land another big client. You send the invoice. You should feel excited. But instead… you check your bank account and think: "Where did all my money go?" Some are landing high-ticket gigs, but cash flow is still tight. Others are working harder than ever, but profit seems to disappear before they can enjoy it. If this sounds familiar, you’re not alone. Many project-based businesses—marketing agencies, consultants, and creative firms—struggle with this issue. The good news? The problem isn’t that your business isn’t successful. There could be a few key issues causing this, and fixing them can transform your financial stability.

Over the last few months, we’ve had several conversations with potential clients that highlight red flags in their current accounting support. Some businesses don’t have access to the accounting software used to record their numbers. Others are drowning in accounts receivable, with no systemic view of which invoices are paid or unpaid.