Services Designed for Your Business Needs
Whether you need ongoing bookkeeping support, asset tracking assistance, or help catching up on accumulated work, we offer services tailored to your specific situation.
Return HomeFinding the Right Fit
Each service addresses different business circumstances. Review the options below to identify which aligns with your current needs. If you're uncertain which makes sense for your situation, we're happy to discuss and provide guidance.
Professional Services Firm Bookkeeping
For consulting, legal, and other service businesses where project-based revenue and time-based billing create unique accounting complexities.
Project-Based Revenue Recognition
Accurate tracking of revenue across multiple concurrent projects with proper timing recognition.
Utilization and Realization Metrics
Performance indicators that help evaluate firm efficiency and project profitability.
Expense Tracking for Billable Work
Separate management of client billable and internal costs for accurate project margins.
Comprehensive bookkeeping tailored to professional services operations.
Capital Expenditure Tracking
For businesses making significant asset purchases that require proper capitalization, depreciation management, and asset register maintenance.
Capitalization Thresholds and Policies
Establishing clear guidelines for when purchases should be capitalized versus expensed.
Asset Register Maintenance
Detailed records supporting financial statements and tax returns for all capitalized assets.
Disposal and Impairment Documentation
Proper handling of asset disposals, write-offs, and impairment events as they occur.
Specialized asset tracking and depreciation management services.
Financial Cleanup Projects
For businesses that have accumulated bookkeeping issues and need to bring records to current, accurate state through systematic review and correction.
Scope Assessment and Timeline
Realistic evaluation of work needed and how long completion will require.
Error Identification and Correction
Systematic review to find and fix mistakes, missing entries, and classification issues.
Account Reconciliation
Bringing all accounts into balance with proper supporting documentation.
Project-based pricing for cleanup work with clear scope and timeline estimates.
Choosing Your Path Forward
These services can work independently or in combination, depending on your needs. Many clients start with cleanup work to establish a solid foundation, then transition to ongoing bookkeeping services.
Common Service Combinations
Cleanup → Ongoing Bookkeeping
Address accumulated issues first, then establish regular maintenance to prevent recurrence.
Professional Services + Capital Tracking
Firms making equipment investments benefit from combining both specialized services.
Single Service Focus
Some businesses need just one specific service and nothing more—we accommodate that.
Not Sure Which Service Fits Your Needs?
That's completely normal. Many businesses have unique situations that don't fit neatly into standard categories. We're happy to discuss your circumstances and help identify the most appropriate approach.
Schedule a Conversation
We'll discuss your situation and help you understand which services make sense.
Get a Custom Proposal
We can design a service package specifically for your unique circumstances.
Ask Questions
No pressure to commit—just honest answers to help you make an informed decision.