See which clients are actually profitable
Service firms sell time, and time is easy to lose track of. Revenue looks healthy while individual accounts quietly run at a loss because scope crept, hours weren't billed, or a retainer never got adjusted. Project-level books make that visible while you can still fix it.
What makes agencies & professional services books different
These are the places we see go wrong most often — and the first things we fix.
Project and client profitability
Without cost allocation to projects, a firm-wide margin hides the accounts that are losing money.
Unbilled time and WIP
Work delivered but not invoiced is real revenue sitting outside the books — and often never gets billed at all.
Retainers and deferred revenue
Prepaid retainers are a liability until earned; treating them as revenue overstates a good month and creates a bad one later.
Built for how you actually operate
- Project- and client-level profitability reporting
- Retainer and deferred revenue tracking
- Unbilled time / WIP visibility
- Contractor and freelancer payment tracking with 1099s
- Accounts receivable follow-up and collections support
- Monthly financial package with utilisation metrics
Software we work in
- QuickBooks
- Xero
- Harvest
- Bill.com
- Gusto
- Stripe
Using something else? We adapt to your stack — just ask.
Flexible pricing
from $10/hour
- Hourly, dedicated, or fixed monthly
- Free first-month trial
- Onboarding in 24 hours
Where we usually start
Agencies & Professional Services, answered
Yes. We work from exports or integrations with tools like Harvest and similar systems to allocate time and cost to projects, then reconcile that to the ledger.
Prepaid retainers are recorded as deferred revenue and recognised as work is delivered, so each month's revenue reflects work actually performed.
Yes — AR aging review with structured follow-up is part of our accounts receivable service, escalating to you only when a client needs a direct conversation.
Other industries we know well
Leave the accounting to us
Your first month is free, onboarding takes as little as 24 hours, and rates start at $10/hour. No lock-in.