Bookkeeping for agencies and professional services
Your revenue is people's time, billed on retainers and projects. We keep invoicing, collections and contractor costs on track, and show you which clients and projects actually pay.
- Marketing, design and creative agencies
- Consultants and coaches
- IT and software services
- Property managers
- Architects and engineers
What we sort out for businesses like yours
Clients pay late
Invoices go out on time and polite reminders follow at 3, 7, 14 and 30 days, in your name, with wording you approve once.
You don't know which clients are profitable
Income and direct costs are tagged by client or project, so your report shows margin by client, not just in total.
Retainers paid in advance
Where clients pay ahead, we track what has been earned and what is still owed in work, so your monthly profit isn't overstated.
Contractor costs and 1099s
Freelancer and contractor bills are coded to the right projects, W-9s are collected as you go and likely 1099s are flagged for your CPA.
Cash swings between big invoices
The 13-week cash forecast shows when collections and payroll will clash, while there's still time to chase or plan.
What it usually costs
Most agencies and service firms fit the Growth plan ($399/month), which includes invoicing and collections and bills. Add finance advisory (+$500/month) for budgets, margin reviews and a monthly call, or ask about fractional CFO support if you are raising money or selling the business.
Prices are fixed and set by the number of bank and card lines in a normal month. No long contract, no setup fee, cancel any time. Books more than a month behind? Catch-up is quoted upfront.
Every monthly report is reviewed by our founder, Daniyal Paracha, FCA: ex-PwC, with 17 years in audit and group finance leadership. Book a 30-minute call.
Questions owners ask us
Do you send invoices for us?
Yes, on the Growth plan and above. We create and send invoices from your QuickBooks, match payments when they arrive and chase anything overdue.
Can you track profit by client?
Yes. We tag income and direct costs to clients or projects in QuickBooks, so your report shows margin by client.
Do you do tax or audit work?
No. We keep your books ready for filing and hand year-end data to your CPA or tax preparer. We don't prepare returns or audit.
Other industries:Trades and home servicesClinics, studios and salonsE-commerce
See your fixed monthly price
Two minutes, no call needed. Your quote arrives by email with a link to start when you're ready.