Bookkeeping for Consultants & professional services
You bill for expertise. So do we.
Consultancies have the cleanest business model and, somehow, the most neglected books — because the founder is the product and has no time. We take the whole job off your desk.
Book a consultationFeast-and-famine cash flow
Big engagements land lumpy. Without a forecast, flush months fund quiet ones by accident, not by plan.
Quarterly taxes are a guess
Every quarter, a number gets wired to the IRS based on vibes and last year.
Project profitability is a feeling
Some engagements are great. Some quietly eat you alive. The books can’t tell you which is which.
What we handle
- Engagement-level revenue and cost tracking
- Subcontractor cost management and 1099 readiness
- Clean quarterly packages your tax preparer can estimate from
- Receivables follow-up that protects the relationship
- Owner-pay planning visibility
- Books that survive due diligence if you ever sell or merge
Numbers we watch for you
- Margin per engagement
- Effective hourly realization
- Pipeline-to-cash lag
- Owner discretionary earnings
Solo and boutique firms start on Essentials; multi-consultant shops fit Growth.
See pricing →Ready for books you never have to think about?
A 30-minute conversation. No pitch deck, no pressure — just an honest look at where your books stand.
Book a consultation