Accounting for Clio’s Professional Services Enterprises

Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.

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Service firms in Clio depend on accurate time-tracking, clean billing cycles, and reliable monthly reporting. Our professional services accounting model helps Clio agencies, consultancies, legal firms, engineering teams, and advisors organize their financials so every hour and engagement is reflected correctly in revenue.

We refresh your Clio accounting workflow by structuring billable vs. non-billable categories, integrating time-tracking or CRM tools, aligning project/retainer billing, and organizing reimbursable expenses. This improves margin accuracy, clarifies utilization rates, and creates a smoother monthly close for your Clio leadership team.

Clio is a hub for consulting firms, legal practices, and financial services firms.

Client Reviews

We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:

Client confidence improved with accurate reports.

Rachel B, Client Services Lead

AI flagged anomalies in project billing.

Priya M, Data Analyst

Utilization analysis gave us clear insight into profitability.

Mark J, Consulting CFO

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

Do you provide utilization metrics?

Yes, to track efficiency and resource allocation.

Do you reduce audit adjustments?

Yes, with reconciled logs and CPA oversight.

Do you offer virtual meetings for Clio clients?

Yes, Zoom and Teams available for monthly reviews.

Do you handle time-based billing reconciliations?

Yes, including hourly, retainer, and milestone billing.

Do you serve businesses in Clio?

Yes, we support clients across Clio and surrounding areas.

Do you handle marketing agencies?

Yes, including project billing and profitability reports.

Do you serve law firms?

Yes, including trust accounting and client billing.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Clio service firms often connect this model with AR Outsourcing for consistent billing, Controller/CFO Services for budgeting and staff utilization analysis, and Outsourced Accounting for daily operational support. Firms with multiple practice areas use Multi-Entity Consolidation, while those managing retainers or subscription-like contracts integrate ASC 606. Payroll Processing and Sales Tax Compliance also become essential as your Clio firm scales.