Accounting for Agencies & Professional Services
Project and client-level margin, utilization and realization reporting, WIP and unbilled tracking for agencies and professional services firms.
Book a free consultation or call +1 (202) 350-1703.
Frequently asked questions
Do you integrate with our time tracking system?
We reconcile your time and project system to the general ledger so utilization and project margin come from the same source as your financials.
How do you treat retainers?
As deferred revenue recognized as work is delivered, which keeps monthly revenue honest and makes over-serviced accounts visible.
Can you help us price better?
That is a fractional CFO conversation, and it starts with the project margin data. Once you can see which engagements earn, pricing gets much easier.