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

Bookkeeping built for professional services.

Trust accounts, client retainers, and billable hours require specialized bookkeeping. We keep your professional practice compliant and profitable.

Discuss Your Professional Practice

What We Solve

Professional services financial challenges.

Common Pain Points

  • Trust account reconciliation and compliance requirements
  • Client retainer billing and revenue recognition
  • Billable hours tracking and invoicing accuracy
  • Liability insurance cost allocation and tracking
  • Partner compensation and distribution calculations
  • Complex fee structures and billing arrangements
  • IOLTA and escrow account management
  • Professional licensing and compliance costs

Our Solutions

  • Trust account reconciliation with compliance reporting
  • Retainer billing with deferred revenue management
  • Time-based invoicing with detailed billing documentation
  • Liability insurance tracking and cost allocation
  • Partner distribution reporting and compensation analysis
  • Flexible billing support for complex fee structures
  • IOLTA compliance and escrow account tracking
  • Professional licensing cost management and reporting

Tech Stack

Tools we work with for professional services.

We integrate with the software your professional practice already uses.

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

Who We Serve

Professional practices we work with.

Law Firms
Solo and small law practices with trust account requirements, IOLTA compliance, and complex billing.
Architecture Firms
Design practices with project-based billing, retainers, and time-based invoicing.
Engineering Practices
Engineering firms with milestone billing, project tracking, and multi-discipline reporting.

Expected Outcomes

Results for your professional practice.

100%
Trust compliance
35%
Faster billing
25%
Better partner visibility
Zero
Audit issues

Related Services

Start with the right engagement.

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

Ready for professional services bookkeeping?

Book a free consultation. We'll discuss your trust account needs, retainer billing challenges, and compliance requirements.

Book a Free Consultation