Professional Services
Who we work with
Marketing and creative agencies
Consultants and coaches
Law, finance, and professional practices
They typically have:
Between 500k - 8 million of annual revenue
Lean or no internal finance function
A mix of recurring, project-based, and seasonal revenue
How we can help
Bookkeeping and reconciliations to keep financials accurate and up to date.
Cash flow forecasting so you always know when money is coming in and going out.
Client and project-level reporting to make margins clear and track profitability.
Payroll and contractor automation to simplify staff and 1099 management.
Tax coordination to stay compliant and avoid year-end surprises..
The Challenges
Unpredictable cash flow – client retainers, late invoices, and project-based billing disrupt stability.
High labor costs – contractors and specialized staff drive margins down if not tracked carefully.
Profitability visibility – without clear reporting, it’s difficult to know which clients or projects are most profitable.
Tax and compliance strain – estimated payments, 1099s, and multi-state issues take focus away from serving clients.
Back-office overload – invoicing, collections, reconciliations, and payroll often fall behind busy delivery schedules.
