Books Health Check Books Restoration Monthly Close Financial Control Tax Preparation & Filing
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Professional Solutions

Bookkeeping built for consulting firms.

Hourly vs. project billing, travel expenses, and retainers require specialized bookkeeping. We keep your consulting practice profitable and compliant.

Discuss Your Consulting Firm

What We Solve

Consulting firm financial challenges.

Common Pain Points

  • Hourly vs. project billing complexity
  • Travel expense categorization and client billing
  • Retainer revenue recognition and management
  • Subcontractor payment tracking and 1099 compliance
  • Liability insurance cost tracking and allocation
  • Multiple engagement type profitability analysis
  • Expert witness and litigation support billing
  • Client deposit and advance payment management

Our Solutions

  • Flexible billing support for hourly, project, and retainer models
  • Expense categorization with client billable tracking
  • Deferred revenue management for retainer agreements
  • 1099 management for subcontractor payments
  • Liability cost allocation and insurance tracking
  • Engagement-level profitability reporting
  • Complex billing documentation and audit trails
  • Client deposit tracking and revenue recognition

Tech Stack

Tools we work with for consulting firms.

We integrate with the software your consulting firm already uses.

QuickBooks
Primary accounting platform
Harvest
Time tracking and invoicing
FreshBooks
Cloud accounting and billing
Expensify
Expense management
Gusto
Payroll and HR
Bill.com
Accounts payable automation
Stripe
Payment processing
Xero
Cloud accounting alternative

Who We Serve

Consulting firms we work with.

Management Consultants
Strategy and operations advisors with hourly and project-based client engagements.
Strategy Firms
High-level advisory firms with retainer clients and complex engagement structures.
Technology Consultants
IT and digital transformation consultants with mixed billing models and expense tracking.

Expected Outcomes

Results for your consulting firm.

40%
Faster invoicing
100%
Expense accuracy
30%
Better project margins
Zero
Compliance gaps

Related Services

Start with the right engagement.

Books Health Check
Assess the current condition of your consulting bookkeeping.
$149
Books Restoration
Fix historical issues and establish a clean baseline.
$1,000 - $2,500+
Monthly Close
Ongoing bookkeeping with hourly, project, and retainer tracking.
$450 - $750+/mo
Financial Control
Monthly close plus expense and liability cost reporting.
$750 - $1,200+/mo

Ready for consulting firm bookkeeping?

Book a free consultation. We'll discuss your billing model needs, expense tracking challenges, and retainer management.

Book a Free Consultation