Accounting for Clio’s Professional Services Enterprises

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

Call Me Back

Get a Free Quote

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:

Trust accounting is finally clean.

Sarah P, Law Firm CFO

Client billing reconciliations are accurate.

Jennifer F, Billing Supervisor

Close cycles shortened by 6 days.

Jason K, Finance Manager

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

Read all reviews

Frequently Asked Questions

Do you offer monthly bookkeeping in Clio?

Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Clio clients.

Do you support WIP reporting?

Yes, including reconciliation of time, expenses, and progress.

Do you provide CPA-reviewed outputs?

Yes, ensuring compliance and audit readiness.

Do you help with client trust accounting?

Yes, for law and consulting firms.

How soon can you start in Clio?

Usually within 2–3 business days.

Do you integrate with time-tracking systems?

Yes, Harvest, Toggl, and ERP systems.

Are your bookkeepers local to Clio?

Our team operates remotely but assigns a dedicated manager in your time zone.

Why CPAs Trust RemoteBooksOnline

CPA-Approved Services

100% Secure & Compliant

Trusted by 5000+ Businesses

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.