Project Level Financials for Firms That Bill by the Hour
Project based revenue recognition, utilization tracking, partner distributions, and work in progress management, all handled so you can focus on delivering client work 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 professional services accounting. Not just bookkeeping in general.
Full service accounting and bookkeeping for professional services businesses.
Project Revenue Recognition
Revenue recognized correctly by project phase, milestone, or percent complete. Whether you bill time and materials or fixed fee, your books reflect earned revenue, not just invoiced amounts.
Utilization & Capacity Reporting
Track billable vs. non billable hours by team member, practice area, and project. See utilization rates that tell you whether you need to hire, reallocate, or raise rates.
Partner Distributions
Profit allocation and partner draws calculated accurately based on your operating agreement. Guaranteed payments, equity draws, and tax distributions all tracked and reconciled.
Work in Progress Tracking
WIP balances tracked by project and client so you always know what's been earned but not yet billed. Catch scope creep and billing delays before they become write offs.
Monthly Financial Reporting
P&L by project, practice area, or partner. Revenue per employee, realization rates, and overhead ratios, the metrics that drive profitable professional services firms.
We see where professional services businesses overpay. We act on it.
Most bookkeeping stops at categorizing the line items. Our Savings Engine reviews the vendor categories where professional services businesses may be overpaying, through our multi category partner network. Savings opportunities vary by spend and current contracts.
See your savings opportunities- 01 CRM and proposal software fees
- 02 Professional liability and E&O insurance
- 03 Subcontractor 1099 compliance and accounts payable automation
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.