Owns the books, nothing else
An accountant sees the finances and only the finances — transactions, accounts and reports, with none of the operational noise.
Finance onlyWhy this role exists
Money is sensitive, and the person keeping the books usually shouldn't be deep in production or client work. The Accountant role is the mirror image of every other role: finance, and only finance.
It lets you give a bookkeeper or finance partner exactly what they need to do their job — and nothing that they don't.
What they run
Transactions
Record and manage income and expenses across accounts.
The financial picture
Income, expenses, profit — by account and over time.
Reports
Pull the numbers needed for reporting and reconciliation.
What stays out of reach
In practice
A bookkeeper or fractional finance person who handles the agency's money. They see the full financial picture without ever touching the production or client side.
Run your whole agency from one place — starting this week.
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