Professional services for US businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — professional services is operational work inside your books, not something submitted to IRS. Where a filing does sit downstream of it, inside industries we know more broadly, that stays with your CPA or enrolled agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for professional services — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Professional services sits inside industries we know, alongside Ecommerce, SaaS and software, Construction and trades. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

We keep trust ledger data clean and reconciliation-ready — per-client ledgers, bank and book balances lined up. The reconciliation itself and the compliance obligation behind it stay with the firm's responsible attorney or accountable principal, under your state bar's rules.

WIP is time and cost logged against a matter that hasn't been invoiced yet — it isn't a receivable until billed. Once billed but not yet collected, it moves to receivables. We track both stages separately so the aging tells you where the money actually is.

Realization compares standard rate value of logged hours against what's actually billed and collected. A reduction at billing time is a write-down; an amount invoiced but never collected is a write-off — a bad-debt question for your CPA. We record and code the two separately.

No — that's an ASC 606 judgment your CPA makes and documents. We track WIP, billing, and progress data against whichever method is in place.

Whatever the firm already runs — Clio, PracticePanther, Deltek, BQE Core — reconciled into the ledger on a fixed cadence rather than run as a system nobody checks against the books.

Yes — direct time cost against billed revenue at the matter level, for whichever engagements the firm wants visibility on. A reporting cut, not a change to how revenue is recognized.

The retainer balance is drawn down in step with delivered work as it's billed — never treated as revenue until it's actually earned.

No — that classification is your CPA's call, tied to the entity's own structure. We track draws and distributions separately from operating expense so the CPA has clean data to classify against.

We track WIP, time, and billing at the office, practice-group, or entity level the firm's structure requires, so apportionment and segmented reporting are built from tagged data.

It gets reconciled against the practice management system, aged out by matter, and flagged for the firm to decide — bill it, write it down, or write it off — rather than left buried in a stale balance.