Professional Services
You bill for your time. We make sure that time actually turns into money in the bank.
Billable Hours and Blind Spots
You sell expertise by the hour or by the project. That’s the product. But between doing the work and actually seeing the money, there’s a lot that can go wrong.
Invoices go out late. Clients pay slowly. Projects that seemed profitable turn out to be break-even once you count all the hours. You’re too busy serving clients to notice the leaks until tax time reveals the damage.
Who This Is For
Who This Is For
Architects, engineers, consultants, law firms, marketing agencies, and IT service providers. Anyone in San Diego who bills for their time and expertise.
The Common Thread
The Common Thread
You’re great at what you do. The business side keeps getting pushed to the back burner because the client work never stops and there’s always another deadline.
From Work Done to Cash Collected
The moment you finish a project is not the moment you get paid. For many professional services firms, there’s a 30, 60, or 90 day gap between delivering value and seeing cash. That gap creates stress and makes planning difficult.
We track what’s owed to you and how long it’s been sitting there. Aging receivables get flagged. Follow-up happens. You stop wondering which invoices are still outstanding and start knowing exactly where your money is.
Project Profitability
Project Profitability
That big contract looked great on paper. Did it actually make money once you count all the hours, revisions, and scope creep? We track costs against revenue by project so you know what’s really working.
Retainers and Deposits
Retainers and Deposits
Some clients pay upfront. Others have ongoing retainers. We track the balance so you know what’s been earned versus what’s still sitting as a liability on your books.
What General Bookkeepers Miss
Professional services bookkeeping has quirks that general bookkeepers don’t always catch. Trust accounting for law firms. Work in progress tracking for architects. Multi-project management for agencies. These aren’t exotic requirements, but they do need attention.
We understand the billing cycles, the realization rates, and the cash flow timing that comes with this kind of work. Your books will reflect how your business actually operates, not some generic template.
Law Firm Trust Accounting
Law Firm Trust Accounting
Client funds held in trust need to be tracked separately and reconciled to the penny. Commingling or errors create serious compliance problems. We handle trust accounting properly so you stay on the right side of the bar.
Understanding Your True Cost
Understanding Your True Cost
When you bill for time, you need to know your fully loaded cost. Overhead, software, insurance, taxes. We help you see what it actually costs to deliver an hour of service. That number matters when you’re pricing new work.
Focus on Clients, Not Spreadsheets
With accurate books, you can answer the questions that actually matter. Should you hire? Can you afford new office space? Which clients should you fire? Which services should you expand?
The anxiety of not knowing where you stand financially goes away. Tax season becomes a process, not a scramble. You make decisions based on real numbers instead of gut feeling.
Hiring with Confidence
Hiring with Confidence
Adding staff is expensive. You need to know you can support the overhead before you commit. Accurate financials give you that confidence before you make the job offer.
Pricing Based on Data
Pricing Based on Data
Knowing your true costs helps you price correctly. No more guessing whether a project was profitable after the fact. You quote new work based on actual data from past projects.
San Diego's Small Business Bookkeeper
The Next Step:
A Short Conversation
A quick call to tell us about your business. We'll listen, answer your questions, and give you a clear price quote.
