Project Profitability and Financial Clarity for Consulting Firms
Project profitability tracking, partner distributions, revenue recognition, and utilization reporting, all handled so you can focus on serving clients and growing your practice. We integrate directly with the tools you already use so your financials stay accurate without extra back office overhead.
We know consulting accounting. Not just bookkeeping in general.
Full service accounting and bookkeeping for consulting businesses.
Project Profitability Tracking
Per project cost tracking across labor, subcontractors, and expenses. Know exactly which engagements are profitable and which ones are eroding your margins before the project wraps up.
Partner & Principal Distributions
Guaranteed payments, profit allocations, and equity distributions calculated correctly every period. We keep partner comp clean so there are no surprises or disputes at year end.
Revenue Recognition
Retainer income, project based fees, and milestone billing all recognized correctly under ASC 606. Your revenue hits the books when it should, not when cash arrives.
Expense Management by Engagement
Travel, software, subcontractor, and overhead costs allocated to the right engagements. Reimbursable expenses are tracked separately so nothing slips through on client invoices.
Monthly Financial Reporting
P&L by project, practice area, or partner. See exactly where your firm makes money and where overhead is creeping in, with reports delivered by the 10th of every month.
We see where consulting businesses overpay. We act on it.
Most bookkeeping stops at categorizing the line items. Our Savings Engine reviews the vendor categories where consulting businesses may be overpaying, through our multi category partner network. Savings opportunities vary by spend and current contracts.
See your savings opportunities- 01 Project management and time tracking software (Asana, Harvest, Toggl)
- 02 Professional liability and E&O insurance
- 03 Travel and expense management platforms
Three plans. Move up or down any month.
Starting at $325/mo for Startup, $800/mo for Premium, or Enterprise for businesses that need inventory, payroll, and multi line ops. We'll recommend a tier after a free 15 minute discovery call.
See pricingBuild a cleaner monthly close.
Talk to our team for a 30 minute walkthrough. We'll show you what AI assisted bookkeeping would look like for your business and how we would scope the team behind it.