As the year comes to a close, agency owners everywhere start shifting their attention to tax planning, annual reviews, forecasting, and building their strategy for the new year. But without a clear framework, year-end can feel overwhelming.
That’s why we created the Upsourced 2025 Year-End Guide - a practical, agency-focused roadmap to help you wrap up the year and step confidently into 2026.
What the Guide Covers
This year’s edition walks through the core areas every agency should revisit before year-end, including:
✔ Tax Planning & Strategy
We bust the myth that buying last-minute equipment is the best way to save on taxes and instead highlight meaningful strategies like entity structure optimization, capturing every eligible deduction, and maximizing retirement contributions.
✔ Tax Compliance Requirements
From retirement deadlines to estimated tax payments, PTET rules, 1099 prep, and year-end payroll considerations, you’ll find a full checklist to stay compliant and avoid surprises.
✔ Budget & Vendor Review
Evaluate performance against your forecast, understand the “why” behind your results, and identify tools, subscriptions, or retainers that no longer provide value.
✔ Strategic Planning for the New Year
We help you clarify your vision, identify what metrics matter most, and determine the few big priorities (“rocks”) that will shape your next 12 months.
✔ Revenue, Compensation & Financial Forecasting
Learn how to build a bottom-up forecast, plan account growth, set realistic new-business targets, determine raises and promotions responsibly, and apply operating leverage as your agency scales.
✔ Final Forecast Review
Make sure your plan results in strong gross margins (40–50%) and net margins (20%+), and pressure-test whether the projected outcomes make sense for the year ahead.
At Upsourced, we work alongside creative agencies every day - providing accounting, financial strategy, M&A, and tax support. We know how hard it is to run an agency, and our goal is to help you make confident decisions without the guesswork.
Download the full guide and step into the new year with clarity and confidence.
