Project visibility
Organize income and direct costs by the projects or service lines that matter to your decisions.
Industry perspectives
Your expertise drives revenue.
See what drives profit.
Accounting and advisory support for consultants, creative studios, agencies, and other project- or retainer-based businesses.
Discuss your needsThe bigger picture
Your business model. A more useful view.
In a professional services business, revenue depends on people, time, and client relationships. A strong pipeline can still hide uneven project margins, slow collections, or a concentration of work with one customer. Your accounting should make those patterns easier to recognize.
We build reporting around the way you earn revenue: ongoing retainers, milestone billings, hourly work, or fixed-fee projects. The right structure can help connect staffing and subcontractor costs with client activity while keeping the monthly books practical to maintain.
Where we focus
Practical support.
Clear priorities.
Every engagement begins with a defined scope. These are the areas we can discuss for your needs.
Collection rhythm
Review receivables and billing timing so growth does not obscure cash tied up in unpaid invoices.
People & capacity
Compare staffing plans with revenue assumptions and discuss the cash effect of hiring or subcontracting.
Owner coordination
Bring business reporting, compensation questions, and individual tax planning into an organized conversation.
Beyond the top line
A larger contract may require more contractor support, revisions, travel, or management time than expected. A useful reporting discussion looks at the economics of the work, not just the invoice total. We help choose categories and measures that are meaningful without creating an administrative burden for every team member.
A practical engagement example
For a growing design studio, an engagement might combine monthly bookkeeping, an aged-receivables review, and a quarterly discussion of project margins and staffing plans. This is an illustrative scope, not a client case study. The actual work is tailored to the available data, business needs, and agreed responsibilities.
Can you track profitability by client?
Often, if revenue and cost data can be assigned consistently. We first assess the available information and agree on a level of tracking that your team can realistically maintain.
Do you provide trust-account compliance services?
Not as an assumed part of general professional services accounting. Regulated or client-money accounts require a separate review of the applicable requirements and engagement scope.
Good decisions start with a conversation