- Professional Services Accounting
Turn your professional services expertise into profit.
We track work-in-progress across every engagement, keep client trust and retainer funds untouchable, and show you exactly which matters, clients, and projects are actually making you money.
Avg. Realization Increase
+14.2%
We solve the hardest parts of professional services
accounting
Time-based, client-funded businesses create financial complexity that standard bookkeeping wasn't built for.
Here's where firms lose visibility first
Work-in-Progress (WIP) Tracking
Recognizing the value of hours and expenses already worked but not yet billed, so your P&L reflects work actually completed, not just invoices sent.
Trust & Retainer Compliance
Keeping client trust accounts, IOLTA balances, and prepaid retainers scrupulously separate from operating cash and audit-ready at all times.
Utilization & Realization Rates
Measuring hours worked against hours actually invoiced and collected, broken down by partner, associate, team, or practice group.
Project & Client Profitability
Knowing which engagements, clients, or practice areas are truly profitable once staff time, overhead, and software costs are properly allocated.
We integrate with your entire tech stack
We use tools like A2X to seamlessly sync your sales channels and payment processors directly into QuickBooks or Xero, ensuring every penny is accounted for.
- Clio
- Karbon
- Harvest
- Deltek
- Bill.com
- Shopify
- Amazon Seller Central
- WooCommerce
- BigCommerce
- Stripe
- PayPal
- Gusto
- Expensify
- Ramp
- QuickBooks Online
- Xero
- Square
- A2X
- Inventory Planner
- ShipStation
From collected fees to true net profit
Many firm owners look at collected fees as their profit. We break down the hidden costs so you know your real margin by client, matter, or project.
Accurate WIP Valuation
We value work-in-progress at true cost, not just billed rate, so unbilled work shows up correctly on your balance sheet.
Overhead Allocation
We allocate rent, admin staff, and software costs across practice groups for true profitability insights. with precision.
Trust Liability Separation
We hold client trust and retainer funds in dedicated liability accounts, keeping client money separate always. securely.
Ready to scale your professional services firm?
Stop guessing about matter and project profitability. Let our specialized accounting team give you the financial clarity to make confident staffing and growth decisions.
