A clean organized desk with a physical leather ledger and a brass pen, soft morning window light casting long shadows on warm cream paper, 35mm
A clean organized desk with a physical leather ledger and a brass pen, soft morning window light casting long shadows on warm cream paper, 35mm
Read Case Studies
Proven Agency Outcomes

Financial clarity for creative agencies

We replace chaotic spreadsheets with reconciled daily ledgers and proactive forecasting, giving agency founders the exact metrics needed to scale safely without a full-time CFO.

A bright modern architectural office space with concrete walls, large steel-framed windows, and minimalist wooden desks, shallow depth of field, 35mm
A bright modern architectural office space with concrete walls, large steel-framed windows, and minimalist wooden desks, shallow depth of field, 35mm
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Case Study One

Scaling a design studio safely

A rapidly growing digital studio needed to hire three senior directors but lacked cash-flow visibility. Our team cleaned up historical ledger mess and implemented proactive forecasting models.

With real-time agency-specific metrics, the founders safely approved the hires, resulting in forty percent revenue growth within two quarters of daily reconciliation.

Macro close-up of hands reviewing printed financial balance sheets on a warm oak table, soft window light, shallow depth of field
Macro close-up of hands reviewing printed financial balance sheets on a warm oak table, soft window light, shallow depth of field
Case Study Two

Thirty-day ledger clean up

A mid-sized creative agency faced tax-time dread with two years of un-reconciled transactions. Our specialists audited and reconstructed their entire financial history in under thirty days.

We delivered tax-ready books and established a permanent daily reconciliation workflow, eliminating spreadsheet chaos and protecting the agency from costly compliance penalties.

The Vellum Impact

Measurable agency growth

30 Days

Average historical clean-up

100%

Tax-ready compliance rate

15 Hrs

Saved weekly per founder

Client Voices

Trusted by agency founders

Vellum turned our chaotic spreadsheets into strategic tools. We finally have the financial clarity to make hiring decisions with absolute confidence.

Sarah Jenkins, Creative Director

Their daily reconciliation saved us from tax-season panic. Our books are clean, and we actually understand our agency-specific metrics now.

Marcus Thorne, Operations Lead