Professional& Technology Services
Clean Books for Firms Built on Retainers and Subscriptions.
Consultants, agencies and tech firms run on retainers, subscriptions and contractors. We keep recurring revenue and software costs clean so reports are easy to trust.
What's included
- Retainer and recurring revenue
- Software and subscription costs
- Contractor and payroll records
- Clean reports for investors or lenders
- Client-by-client revenue view
- Founder and business spending kept apart
Common Bookkeeping Challenges in Professional & Technology Services
Retainers, annual contracts and monthly subscriptions make revenue look different from cash. When software tools, contractors and founder spending blur together, it is hard to see what each client is really worth.
Retainers and subscriptions are recorded inconsistently.
Recurring income you can follow.Many small subscriptions hide your operating cost.
One clear software cost line.A mix of both makes payroll records messy.
Reliable labor numbers.Personal and business spending get mixed.
Clean books for lenders or your CPA.A Close That Keeps Pace With Your Billing
Recurring invoices and software charges arrive on schedule, so your books should too. We close each month in the same order, so you always know where revenue and cash stand.
We connect through your accounting software and collect statements, invoices and contractor agreements with secure access.
We record retainers, subscriptions and project fees by client, and sort software and contractor costs into clear categories.
We match your bank, cards and payment platforms to the statements, and keep founder spending apart from the business.
You receive monthly reports by client and by cost, and one person to ask when a number looks off.
Reports Built Around Your Clients and Costs
Bookkeeping Services for Professional & Technology Services
Questions About Bookkeeping for Professional & Technology Services
Read 6 answers, from pricing to reports.
Get Clean Books Behind Your Growing Firm.
Book a free consultation and we will look at how you bill, spend and report today.