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Professional Services

Books as disciplined as your client work.

WIP and billing hygiene, partner-ready reports, and a cash view you can plan around, for consultants, law firms, and advisory practices.

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Where firm finances drift

The same four problems show up in nearly every practice we review.

WIP is a mystery until invoicing day

Work performed but unbilled is revenue you have earned and cannot see. Unmanaged WIP hides both profitability and cash that is owed to you.

AR ages quietly

Professional services firms routinely carry 60 to 90 days of receivables. Without disciplined aging and follow-up, you are financing your clients.

Partner draws and payroll collide

Distributions, payroll, and quarterly tax estimates all pull from the same account. Without a forward cash view, the collision weeks are a surprise every time.

Reports arrive too late to manage with

A P&L that lands on the 25th cannot inform staffing, pricing, or hiring decisions made on the 5th.

What we take off your plate

Fixed monthly plans. Start where you are, add oversight as you grow.

Foundation

from $500/mo

Bookkeeping & monthly accounting for businesses that need clean, current books without hiring in-house.

Start with Bookkeeping

Growth

from $1,000/mo

Controller oversight for businesses that have outgrown basic bookkeeping and need disciplined closes.

Add Controller Oversight

Scale

Contact us

A fractional CFO plus the full finance stack underneath: books, close, forecasts, and board-ready reporting.

Talk to a CFO

We work inside your stack

QuickBooks Online & XeroClio & LeanLawBigTime & AcceloGusto & ADPBill.com, Melio & RampMercury & RelayIgnition & Anchor

Not sure your books are in good shape? Run the free 25-point health check and find out in five minutes.

FAQ

Practice finance questions

What practice owners ask before handing over the books.

NDA before onboarding, two-factor authentication on every system we touch, named individual logins, and a documented access-removal step when an engagement ends. The full posture is on our Security page.
Yes. Owner compensation, draws, and distributions are booked correctly and consistently, so your P&L reflects the practice and your CPA is not untangling it at tax time.
Not at all. Multi-entity books and partner-level reporting are work we handle routinely. Each entity closes on the same monthly rhythm, with consolidated reporting where you need it.
Your CPA gets tax-ready books: reconciled accounts, documented adjusting entries, and prior-year balances that tie. We answer their questions directly so you do not play messenger.

Partner-ready reports by the 10th

Thirty minutes. We look at your billing flow and volume, and quote a fixed monthly number on the spot.

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