Bookkeeping for Consultants & Professional Services
Clean books for consultants, agencies, and practices — so you can focus on clients, not receipts.
Consultants, agencies, designers, and other service firms often mix personal and business spending, and let bookkeeping slide until tax season.
We keep your books current every month, separate owner activity from business expenses, and give you reports that show how profitable your practice really is.
What we handle for professional services
Owner pay and draws
Owner distributions and reimbursements are recorded correctly for your entity type.
Software subscriptions
Recurring SaaS charges are categorized and reviewed for unused tools.
Lumpy revenue
Month-over-month reporting shows cash flow trends between big projects.
Key services
Uncategorized & Unusual Transaction Review
We clear the “uncategorized” bucket and flag anything that looks out of place before it becomes a problem.
Learn moreMonthly P&L Statements
A clean profit and loss statement every month, with comparisons that show how the business is trending.
Learn moreBookkeeping Questions
A real person to ask about your books, reports, and how to record something — without the hourly meter running.
Learn moreReady for books you can trust?
Tell us about your business and we’ll send a fixed monthly quote — no obligation.