Professional Services
Profitability by client and service line, clean books, and smart tax planning.
Agencies, consultants, law and medical practices, and other professional firms live and die by utilization and realization. We give service businesses the visibility to price right, staff right, and keep more of what they earn.
Challenges we see in professional services
The financial pain points that hold businesses like yours back — and that generic bookkeeping rarely solves.
Profitability by client & service
Revenue is easy to see; true profit by client or service line usually isn't — until you're underwater on a key account.
Utilization & realization
Billable hours, write-offs, and realization rates drive the whole business and need to be measured.
Owner comp & taxes
Pass-through structures make owner pay and tax planning a major lever worth getting right.
Lumpy project revenue
Project and retainer mixes make cash flow uneven and forecasting essential.
How we help
The way we set up and run your finances so the numbers work as hard as you do.
Segment-level reporting
Profitability by client, service line, or partner so you know where the money really comes from.
Clean, timely books
Monthly closes and reporting you can run the firm on.
Tax-smart structure
Tax-ready books and planning around owner comp and entity structure.
Forecasting & cash flow
Plans that smooth out uneven project and retainer revenue.
Services that fit
The engagements we most often pair for professional services.
Free checklist
The Month-End Close Checklist
The exact monthly routine we use to close the books with confidence — so your numbers are reliable every single month.
Let’s talk about your professional services business
Tell us where you are and where you’re headed. The first consultation is always free — and you’ll leave with an honest read either way.