

PROFESSIONAL
SERVICES
HOW WE CAN HELP YOU!
As a paid professional, you need to be focused on continually bringing value to your clients. Becoming an expert in your area of service and parlaying that expertise into more clients should be your focus.
​
Unfortunately, professional service providers are often spending major amounts of time in what should be minor areas of their business. The day to day accounting is one of those minor areas. Fortunately, with us on your team, we can minimize that so you can focus on the services that you and your clients value without being ensnared by your accounting function.


1
Bookkeeping & Financial Reporting
From structuring your chart accounts to vendor bill payment, we can be an end to end solution for you. If you charge hourly, we can even help you with your invoicing. By leveraging all of the capabilities in Quickbooks Online, we can help you ensure that no billable hour is missed, that includes tracking billable mileage!
2
Tax Planning and Preparation
Good professional providers are extremely profitable! Unfortunately, that can mean there are few places to hide from a tax stand point. Our regular involvement in your accounting function means that we can help you tax plan through out the year. We'll work with you to see what avenues are available to you in order to help you keep more of what you make.
3
Financial Reporting & Analysis
Understanding your numbers, and more importantly, understanding which clients you are making money on and which clients you should be having further discussions regarding your continued involvement is critical to a professional service provider's success. If you do not know what your key performance indicators (KPI's) should be, we will help you get that answer and then begin the process of diligently tracking your financial performance. We do this by designing processes around those KPI's to ensure all necessary data is captured and measured. By doing this, we create unparalleled transparency for our professional service providers which enables them to make critical strategic business decisions.
