Professional Services

We enjoy working with a wide variety of professional services. Each type of professional requires expert configuration and support tailored to their needs.  Our model works great for firms such as architects, law firms, consultants, career coaches, recruiters, resume writers, technology services, training companies, meeting planners, speakers, veterinary clinics, and similar businesses. Our team will build a “technology stack” of applications designed to help you manage your business and achieve your goals.  Your technology stack will be centered around QuickBooks Online, so you know your data and that of your clients is always secure.

What are you trying to achieve this year? 

We provide:

  • Bookkeeping software selection, installation, customization, and training
  • Monthly or quarterly bookkeeping services tailored to your professional services business, including reconciliations, accounts payable and accounts receivable support
  • Financial report preparation, including assistance in understanding your reports
  • Time-tracking support for hourly billers
  • Chart of Accounts design for better expense management
  • Cash flow forecasting & annual budgeting
  • Mobile bookkeeping functionality
  • Sales tax reporting and compliance
  • Payroll software selection, reporting, tax compliance, workers compensation, and other payroll management issues
  • Assistance with employee versus contractor issues and annual 1099 preparation and filing
  • Benchmarking to your industry

Complimentary Consult

Please give us a call or email us to schedule a free consult to discuss your service-based business bookkeeping needs.