AI Bookkeeping for PR Agencies | HelloBooks.ai Track retainer income by client, deferred balances, and completed retainer periods for PR and communications agencies with HelloBooks AI bookkeeping.
HelloBooks.ai is accounting software for PR agencies tracking retainer income by client — not a generic services ledger asked to guess at the client mix after the fact. HelloBooks tracks Retainer Income (Deferred) client by client, so retainer deferred balances can stay visible client by client, whether you operate as an LLP or a private limited company.
Retainer balances get the attention a multi-client roster deserves. An agency's retainer clients each carry their own monthly value and their own deferred balance. HelloBooks tracks Retainer Income (Deferred) by client, so the balance for each retainer stays visible instead of one blended agency figure.
Recognition is where a generic ledger falls short for this industry. A retainer is billed as a liability first, and revenue is recognized from that balance only as each client's retainer period is completed. HelloBooks tracks completed periods client by client, so what's recognized — and what's still deferred — stays visible.
PR agency accounting software for retainer income tracking
PR Agency BookkeepingBuilt for retainer income, client by client.
See Retainer Income (Deferred) tracked by client, so retainer balances can stay visible on their own client lines instead of one blended agency-wide deferred balance — not a generic services ledger asked to guess at the client mix after the fact.
- Retainer Income (Deferred) tracked by client, not blended into one total.
- Retainers billed as a liability, never counted as revenue on receipt.
- Revenue recognized as each client's retainer period is completed.
Live-style mockup · Retainer Income (Deferred)
Client-level deferred balances, shown on their own lines.
An agency's retainer roster spans clients on different monthly values. HelloBooks tracks Retainer Income (Deferred) by client, so the deferred balance for each retainer stays visible instead of one combined agency-wide number.
- Monthly retainer value and deferred balance tracked per client.
- New retainers billed as they're signed.
- A single liability account, broken out client by client.
Revenue recognized from the deferred balance, not on receipt.
A retainer sits in Retainer Income (Deferred) until the period it covers is delivered. HelloBooks tracks each completed retainer period against the client it belongs to, so what's recognized — and what's still deferred — stays visible.
- Completed retainer periods logged client by client.
- Retainer Income (Deferred) never treated as earned on receipt.
- Kept as one liability account, not split into separate ledgers per client.
PR Agency — Frequently Asked Questions
Answers to how HelloBooks fits into your PR agency.
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