Bookkeeping for
Professional Services
Your clients pay for judgment. So should your books: partner-ready numbers, clean trust ledgers, no month-end drama.
On time
average delivery date for professional-services clients
M14 3H6a2 2 0 0 0-2 2v14a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V9Z M14 3v6h6 M9 13h6 M9 17h6
The usual mess
What keeps Professional Services owners up at night
- Trust and retainer balances that don't reconcile
- No view of utilization versus actual profit
- Partner draws and distributions tracked ad hoc
- Work in progress that never becomes an invoice
How BooXkeeping helps
Month-end built for your business
Clean trust accounting
Client funds tracked and reconciled separately: audit-ready, bar-complaint-proof.
Partner-ready packets
Monthly financial packets partners can read in five minutes: profit and loss, cash, receivables, draws.
Profit per practice area
Revenue and cost mapped by practice group, so growth decisions use real numbers.
Work in progress to invoice, faster
Unbilled work surfaced monthly so revenue stops leaking between the cracks.
Plays nice with
All integrations →
QuickBooks, Xero, Bill.com, Gusto, Expensify
Month-end went from two weeks late to day five. Our partners actually read the packet now.
★★★★★
Rachel Mun
Mun & Associates Law
· Charlotte, NC
Books that speak Professional Services.
One call, and we'll walk you through exactly how your books would run.