Industries

Professional Services

Project profitability, partner compensation and tax planning for agencies, consultancies and law firms.

Agencies, consultancies, architecture and law firms sell expertise by the hour or project. We give partners clear visibility into utilization, project margins and cash collection, plus tax structures that reward growth.

Common challenges

Knowing which clients and projects are truly profitable
Work in progress and unbilled revenue
Partner draws and guaranteed payments
NYC Unincorporated Business Tax

How we help

Project-level P&L integrated with time tracking
WIP schedules and accrual-basis reporting
Partner compensation modeling and K-1 planning
Entity and PTET elections to reduce state tax

Recommended services

Bookkeeping & Payroll
Accrual-basis books closed by day 10, plus multi-state payroll, benefits and contractor payments.
From $650/mo
Learn more
Corporate Tax
Federal, state and city corporate tax planning and filing for C-corps, S-corps and partnerships.
From $3,500/yr
Learn more
Fractional CFO
Forecasting, fundraising support, board reporting and unit economics from an experienced CFO, part-time.
From $3,500/mo
Learn more

Specialists in the sectors we serve

SaaS
ASC 606 revenue, SaaS metrics and multi-state sales tax for subscription software.
E-commerce
Inventory accounting, marketplace reconciliations and sales tax for DTC and Amazon brands.
Healthcare
Practice accounting, payer reconciliation and entity structuring for medical and dental groups.