Your Business Runs on Expertise. So Does Your Accounting.
Structured bookkeeping and financial reporting built for consulting firms, agencies, and professional practices where billing complexity demands more than a part-time bookkeeper.
Professional Accounting Services
Project-Based Revenue Tracking
We structure your bookkeeping around your billing model tracking revenue by client, project, or engagement so your P&L accurately reflects how your firm actually earns.
Payroll Processing & Compliance
Accurate, on-time payroll management for your team including employee compensation, contractor payments, deductions, and compliance filings every cycle.
Accounts Receivable & Billing Support
We manage your AR cycle tracking outstanding invoices, flagging aged receivables, and giving you the visibility to stay on top of collections without chasing clients manually.
Monthly Close & Financial Reporting
GAAP-compliant monthly close and financial statements delivered consistently so your leadership team always has an accurate, current view of firm performance and profitability.
Utilization & Profitability Analysis
We track the financial metrics that matter for professional service firms billable utilization rates, project profitability, and client-level margin giving you the data to price, staff, and grow more effectively.
CFO Advisory & Strategic Financial Planning
For firms planning a growth move hiring, expansion, acquisition, or a financing event our fractional CFO advisory provides the forward-looking financial modeling and strategic guidance your leadership needs.
Why Us?
We don’t just know accounting we know how professional firms earn. Here’s what that means for your business.
We Understand How Professional Firms Earn
Project-based billing, retainer structures, hourly rates, and milestone payments all create financial complexity that generic bookkeeping wasn’t built for. We structure your books around how your firm actually works.
Payroll and Compliance Without the Headaches
For professional service firms, payroll is often the single largest expense. We manage it accurately, on time, and in full compliance so you’re never exposed to payroll risk.
Financial Reporting That Speaks to Leadership
We deliver clean, clear monthly financials that give your partners, principals, or leadership team the visibility they need to make confident decisions about staffing, pricing, and growth without wading through raw data.
Professional service firms have a financial profile unlike any other industry. Revenue is project-based, billing is complex, payroll is typically the largest expense, and cash flow timing is unpredictable creating accounting challenges that generic solutions weren’t designed to solve.
Whether you’re managing complex project billing, growing your team, or planning your next expansion, our embedded team handles everything from monthly bookkeeping and payroll processing to controller-level oversight and fractional CFO advisory — so your finances stay organized, your compliance stays current, and your leadership team stays focused on delivering for clients.
