Lighthouse Bookkeeping

Bookkeeping for Professional Services

Keep retainers, project invoices, subscriptions, contractor payments, and operating expenses organized while you focus on delivering your services.

Retainers, Projects, and Client Invoices

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.

Subscriptions and Contractor Costs

Recurring software costs and contractor payments can become scattered across accounts. Consistent records make those commitments easier to review.

Know Your Receivables and Results

Outstanding invoices and monthly statements help you see beyond the project calendar. Optional invoice support can help maintain an agreed follow-up routine.

Working with Lighthouse

How We Work Together

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.

Choose Ongoing Support or Start With Cleanup

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.

Record-Keeping Details Professional Service Firms Often Need to Track

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.

Retainers and project invoices

Recurring retainers behave differently from one-time projects. Recording them so they can be told apart helps you review revenue patterns.

Subscriptions and software

Recurring software and subscription costs can quietly accumulate. Consistent recording makes them easy to review.

Contractor payments

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.

Receivables you are waiting on

A current list of unpaid invoices is one of the clearest views of your cash position.

Questions About Working With Lighthouse

Can you catch up older records?

We can review historical periods and quote the work based on the documents and condition of the books.

Is industry-specific reporting included?

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.

Can you track revenue by client?

Often yes. The level of detail depends on your QuickBooks Online setup and the scope we agree on before starting.

What if clients pay through several channels?

We record deposits from your documents and ask questions when a payment cannot be matched to an invoice.

Do you manage invoicing for me?

Optional invoice and bill support can add organization around customer invoices and agreed follow-ups. We confirm scope before adding it.

How do I understand the reports?

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.

Let’s Get Your Books in Order

Start with a free conversation about your records, reporting needs, and the support that fits.

Book a Free Consultation