Industry Expertise
Accounting for Professional Services
Agencies, consultancies, and professional firms live and die by utilization and project margins. We give you the financial clarity to price right and grow profitably.
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Where Professional Services Finance Gets Complicated
When your product is your people time, profitability hinges on utilization, realization, and project-level margins that generic bookkeeping never surfaces.
Utilization & Realization Tracking
Billable hours only matter if they are actually billed and collected. We track utilization (how much of your team time is billable) and realization (how much you actually collect vs. standard rates) so you see where margin leaks.
Project & Client Profitability
Some clients and projects quietly lose money. We track profitability by project and client so you know which engagements to pursue, reprice, or walk away from.
Revenue Recognition for Services
Fixed-fee, milestone, and retainer engagements each recognize revenue differently. We apply the right revenue recognition so your financials reflect work actually delivered.
Partner & Owner Distributions
Multi-partner firms need clean tracking of capital accounts, distributions, and profit allocations. We keep partner economics transparent and accurate.
Cash Flow & Work-in-Progress
Unbilled work and slow-paying clients strain cash flow. We track WIP and forecast cash flow so you fund payroll and growth without surprises.
Pricing & Rate Analysis
Are your rates actually profitable? We analyze cost-per-hour against billing rates so you price engagements with confidence.
How We Help Professional Services Firms
From boutique agencies to established consultancies, we provide the project-level financial clarity that profitable firms depend on.
Margin & Utilization Clarity
Know your true utilization, realization, and project margins so you can price and staff profitably.
Project-Level Profitability
Understand which clients and engagements drive profit — and which quietly drain it.
Predictable Cash Flow
WIP tracking and cash flow forecasting so unbilled work and slow payers never catch you short.
Ready for 10X Financial Clarity?
Book a free Discovery Meet and see how EOS-aligned accounting transforms your professional services business.
Book a Discovery Meet