Consultants, Law Firms & Agencies
Your Expertise Is Billing. Your Books Should Reflect That.
Time-based billing, retainer tracking, project profitability, and trust accounting require a QuickBooks setup most professional service firms never get right. We fix QBO files for consultants, law firms, marketing agencies, and professional practices.
Why Professional Service Firm Books Get Messy
No Project Profitability Tracking
Without class or project tracking per client engagement, you can't see which clients are profitable and which are consuming more resources than they generate.
Retainer Revenue Timing
Retainers paid upfront must be recorded as deferred revenue and recognized as earned — most QBO setups record the full payment as income on receipt, overstating revenue.
Trust Account Compliance
Law firms must keep client funds in separate trust accounts and never commingle them with operating funds. Incorrect QBO setup creates serious bar compliance risks.
Billable vs. Non-Billable Costs
Expenses that get passed through to clients need to be tracked separately from overhead. Most QBO files mix these together, making client invoicing inaccurate.
Contractor vs. Employee Costs
Firms that use a mix of employees and contractors need to track labor costs separately for project costing and 1099 compliance.
Accounts Receivable Aging
Slow-paying clients are common in professional services. Without proper AR tracking in QBO, you don't know who owes what — or how long they've owed it.
- Virtual service — all 50 states
- Fixed-fee pricing
- No ongoing retainer required
- CPA-ready deliverables
- QuickBooks Online specialists
QuickBooks Services for Professional Firms
Fixed-fee, project-based pricing. No hourly billing, no retainers.
QuickBooks Online Setup
QBO configured for professional services — client/project class tracking, retainer deferred revenue, trust account setup, billable expense tracking, and AR aging.
Starting at $950
Learn moreBookkeeping Cleanup
Reclassify transactions by client and project, fix retainer revenue timing, reconcile trust accounts, and rebuild your P&L to show true engagement profitability.
Starting at $1,500
Learn moreCatch-Up Bookkeeping
Behind on multiple years? We reconstruct your books from bank statements and invoices — organized by client, project, and period.
Starting at $2,100
Learn moreSee Which Clients and Projects Are Actually Profitable
Start with a free assessment. We'll review your QuickBooks file, identify what needs to be fixed, and give you a flat-fee proposal — no surprises.