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A controller function built for how professional services firms bill.
Retainers, milestones, and multi-partner structures require reporting that a standard bookkeeping setup was never designed to produce.
The complexity specific to professional services firms.
Retainer and milestone billing
Reconciling what has been billed against what has actually been earned requires more than matching invoices to deposits. Without that discipline, the monthly close reports cash timing rather than performance.
Multi-partner compensation
Partner draws, profit splits, and capital accounts require their own tracking and reconciliation, maintained separately from standard payroll.
Client fund considerations
Where trust or client fund accounting applies, those balances must remain clearly separated from operating cash and reconciled on their own schedule.
Utilization, realization, and margin
Identifying which engagements are genuinely profitable, by client and by service line, requires reporting that most bookkeepers do not build.
Scoped on complexity, not hours.
Full Cycle Accounting
Starting at $1,500 / moA complete accounting function delivered end to end: transaction management, reconciliations, accounts payable and receivable, payroll coordination, and a disciplined monthly close with financial statements.
Fractional Controller
Starting at $2,500 / moFull cycle accounting plus controller level oversight: revenue recognition policy across retainer and milestone work, partner compensation tracking, cash flow forecasting, and engagement level profitability reporting.
Multi-entity groups and family offices are scoped individually. Entities connected to a parent engagement are priced below the standard minimum.
Let’s determine whether this is a fit.
A 30 minute engagement review covering where your finance function stands today, what it needs to become, and whether this firm is the right one to get you there.
Request an Engagement Review