Bookkeeping for Professional Services
When you sell your time, you need to know which clients and projects actually make money. We keep your books the same way every month so you can compare and plan.
How we handle your books
What we do
- Client invoices and retainers recorded the same way every month
- Money owed to you tracked, so late payers stand out
- Contractor, software and subscription costs sorted
- Reports that compare one month to the next
What we usually ask for
- Bank and credit card statements
- Invoicing reports
- Payroll reports
- Contractor bills
Services that fit
Monthly Bookkeeping
Every transaction recorded, every account matched and a clear report each month.
Catch-up Bookkeeping
Behind on your books? We bring every month up to date and fix past mistakes.
Year-End Package for Your CPA
Clean books and the documents your CPA needs, ready for tax time.
Professional Services questions
Can you track income by client?
Yes. We can set up your books so income is recorded by client or by type of work, as long as your invoices show it.
We use invoicing software. Does that work?
Yes. We match your invoicing reports to the payments that land in your bank account.
Ready to hand off your books?
Book a free call. We'll look at where your books are and tell you how we can help.