Financial Operations for Professional Service Firms
You bill by the hour, by the matter, or by the project but your books don't really reflect any of that. You're not sure which clients or engagements are actually profitable. And like most professional service businesses, you're too busy doing the work to think about the financial side until something goes wrong.
Professional service firms - law practices, consultancies, marketing agencies, and similar businesses- tend to have straightforward revenue but surprisingly complex financial infrastructure. Billing is tied to projects and matters. For attorneys, IOLTA trust account compliance adds a layer of risk that most generalist bookkeepers quietly get wrong. And the kind of real-time visibility that helps you make smart decisions about hiring, pricing, and capacity rarely exists.
We bring the financial clarity and compliance rigor that professional service firms need without adding complexity to your workflow. We work alongside the practice management tools you already use, and for law firms, we set up and maintain proper trust accounting with the monthly three-way reconciliation that keeps you audit-ready at all times.
What changes when you work with us:
- IOLTA compliance you can count on - monthly three-way reconciliation, trust account always audit-ready (law firms)
- Profitability by client or matter - know which relationships and engagements are worth your time
- A financial partner, not just a bookkeeper - someone who understands how professional service firms work
- More time for the actual work - the financial back office runs without you chasing it