Bookkeeping for Professional Services
Keep retainers, project invoices, subscriptions, contractor payments, and operating expenses organized while you focus on delivering your services.
Keep retainers, project invoices, subscriptions, contractor payments, and operating expenses organized while you focus on delivering your services.
Your billing arrangements should be reflected consistently in the records. We discuss your accounting setup and organize the supporting information around the services you deliver.
Recurring software costs and contractor payments can become scattered across accounts. Consistent records make those commitments easier to review.
Outstanding invoices and monthly statements help you see beyond the project calendar. Optional invoice support can help maintain an agreed follow-up routine.
We begin with a consultation, review your QuickBooks Online setup, and agree on the services. You share statements and supporting records through the process we establish together and answer transaction questions. We complete the bookkeeping and reports included in your plan.
If the books are current, we can discuss a monthly routine. If prior periods are incomplete or balances are unclear, cleanup is reviewed and quoted separately. Invoice and bill support can be added to a clear service plan.
Consultants, agencies and independent professionals bill through retainers, projects and subscriptions. Clear records show what has been billed, what has been collected and what is still outstanding.
Recurring retainers behave differently from one-time projects. Recording them so they can be told apart helps you review revenue patterns.
Recurring software and subscription costs can quietly accumulate. Consistent recording makes them easy to review.
If you pay independent contractors, keep records of who was paid, how much and for which work. Ask your tax professional what documents you should collect.
A current list of unpaid invoices is one of the clearest views of your cash position.
We can review historical periods and quote the work based on the documents and condition of the books.
We discuss the tracking you need and confirm whether your software, records, and engagement support it. Additional reporting is not automatically included in every plan.
Often yes. The level of detail depends on your QuickBooks Online setup and the scope we agree on before starting.
We record deposits from your documents and ask questions when a payment cannot be matched to an invoice.
Optional invoice and bill support can add organization around customer invoices and agreed follow-ups. We confirm scope before adding it.
We explain the reports included in your plan in plain terms, and you can read more in our guide to profit and loss versus balance sheet statements.
Related: Plans and pricing
Other industries we support: Church bookkeeping · Contractor bookkeeping · Electrician bookkeeping
Start with a free conversation about your records, reporting needs, and the support that fits.