Professional Services Bookkeeping
BOOKKEEPING FOR LAW FIRMS, CONSULTANTS & AGENCIES
You bill for your expertise. We'll make sure your books are just as sharp, so you know which clients and projects are actually worth your time.
Industry Challenges
THE FINANCIAL HEADACHES YOU'RE ALREADY DEALING WITH
You Don't Know Which Clients Are Profitable
Revenue looks good on paper, but some clients eat up way more time and resources than they're worth. Without client-level tracking, you're guessing. We break down revenue and costs by client so you see who's actually driving your margins.
Retainers and Trust Accounts Need Special Handling
Client retainers and trust account funds aren't revenue until you earn them. They need to be tracked separately and drawn down properly. We manage your retainer accounting so your books stay compliant and your cash position is always clear.
Contractors vs. Employees Gets Complicated
You might have a mix of W-2 employees and 1099 contractors, sometimes working on the same project. Misclassifying workers is a serious IRS issue. We track payments by worker type and make sure your 1099s are ready at year-end.
Accounts Receivable Piles Up
You did the work, you sent the invoice, and now you're waiting 45, 60, 90 days to get paid. We track your AR aging so you know exactly who owes what, how long it's been outstanding, and where to focus your collection efforts.
“A great partner! The engagement from Jordan has been fantastic and has taken the guess work out of my day to day. Already getting time back and feeling less stressed about my financial wellbeing as a whole.”
Tyler R.
Professional Services, Pittsburgh
What We Handle
TAILORED SERVICES
Recommended Services
SERVICES THAT FIT YOUR BUSINESS
Monthly Bookkeeping
From $399/moYour books closed by the 15th. Every single month. No chasing, no reminding, no wondering where you stand. Just clean numbers you can actually use to run your business.
Learn moreFractional CFO Advisory
From $500/moYou need someone who can look at your numbers and tell you what to do with them. Not just reports. Real strategic advice about growth, cash flow, and profitability.
Learn moreFinancial Analysis & Reporting
From $399/moNumbers on a page are useless if you do not know what they mean. We turn your financial data into clear answers about what is working, what is not, and what to do next.
Learn moreCommon Questions
FREQUENTLY ASKED QUESTIONS
Yes. We set up client and project tracking in QuickBooks so every hour billed, expense incurred, and payment received ties to the right client. You'll see which clients and projects are your most profitable and which ones need renegotiating or cutting loose.
We track retainer deposits as liabilities until you earn them. As you bill against the retainer, we move the appropriate amount to revenue. For trust accounts (common with law firms), we maintain separate ledger tracking to keep client funds fully segregated from operating funds.
Yes. We track all contractor payments throughout the year by vendor. When January comes, everything is ready to issue 1099-NEC forms on time. We also flag any vendors who are approaching the $600 threshold so nothing gets missed.
We maintain your AR aging report and flag overdue invoices so you know exactly who owes what and how long it's been outstanding. We don't do collections, but we give you the data you need to follow up effectively and spot clients who are consistently slow payers.
Our plans start at $399/month for Essentials. Most professional service firms fit best in our Growth plan, starting at $599/month, which includes deeper reporting and strategy calls. Larger firms with complex needs typically use our Scale plan, starting at $1,199/month. Your exact price depends on your specific situation.
READY TO GET YOUR PROFESSIONAL SERVICES BOOKS IN ORDER?
Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.
Book a Free Call →