Focus on Clients, Not Client Invoicing
Consultancies, agencies, and law firms don't sell a product; they sell time and expertise, and that changes what the books need to track. Revenue tied to projects and retainers, time that has to reconcile back to what's billed, and partner draws that need to stay clear and fair. We build books around how a services practice actually earns money, not a generic template that doesn't fit.
Market Context
Professional services revenue rarely arrives as a single clean transaction. It's spread across projects at different stages, retainers billed on different cycles, and time that has to be tracked, billed, and reconciled with the books accurately. On top of that, partner or owner draws need clear, defensible accounting so profit distribution doesn't become a source of internal friction. As a practice adds headcount, offices, or new jurisdictions, reporting that worked for a five-person firm stops being enough.
We build books that scale with the practice, from revenue recognition through partner-level reporting.
PROVIDED FOR
United States
CanadaWhat We Handle
The scope we take on, end to end.
Project & Retainer-Based Revenue Recognition
Revenue tied to individual projects or retainers is recognized accurately, so income reflects work actually delivered rather than just cash received.
Time-and-Billing Reconciliation
Time tracked by the team gets reconciled back to what's actually billed, so nothing is lost between the work performed and the invoice sent. Toggl/Clickup for time tracking, reconciled against billing and the books.
Partner & Owner Draw Tracking
Partner or owner draws are tracked clearly, with profit distribution calculated in a way that's transparent and defensible to everyone involved.
Client Trust Account Bookkeeping
Where a practice holds client funds in trust, that money is bookkept separately from the practice's own accounts, with the same care as any trust or client money arrangement.
Scalable Reporting as the Practice Grows
Reporting that holds up as the practice adds headcount, offices, jurisdiction, or even crosses borders.
Book a discovery call with an advisory partner
Thirty minutes, no pitch deck. We map your constraint, size the opportunity and tell you plainly whether we are the right team for it.