Professional Services
Consulting, legal, design and other service firms live and die by their time. We help you see project profitability, track utilization and billable hours, and keep invoicing and cash flow on schedule.
Who we work with
Industries We Serve
Every industry has its own financial pressure points. These are some of the industries we specialize in, and the accounting and advisory needs we see most often in each.
Marketing
Agencies juggle retainers, project fees and pass-through media costs. We help you measure profitability by client and project, understand utilization, and plan for uneven months.
Real Estate
Agents, brokerages and property owners need clean records for every deal and door. We help with commission and trust account tracking, property-level reporting, and cash flow planning across your portfolio.
Healthcare
Practices often wait weeks between providing care and getting paid. We help you understand your payer mix, track collections, and manage cash flow so payroll and expenses stay covered.
Software & Technology
Subscription and tech businesses need more than a basic P&L. We help you track SaaS metrics like recurring revenue, churn and burn rate, and keep revenue recognition consistent with how you bill.
Construction & Remodeling
Contractors and remodelers need to know which jobs actually make money. We help with job costing, work-in-progress (WIP) tracking, and cash flow planning between deposits, draws and final payments.
…and many more! If you don't see your industry here, request a quote (opens in a new tab) and tell us about your business.
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