Accounting for Palo Alto’s Professional Services Enterprises
Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.
Palo Alto 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 billing reconciliations are accurate.
- Jennifer F, Billing Supervisor
Trust accounting is finally clean.
- Sarah P, Law Firm CFO
Our board trusts the new financial packs.
- Karen J, Audit Partner
Frequently Asked Questions
How is pricing structured?
Flat monthly retainer based on project volume and complexity.
Do you provide board-ready packs?
Yes, with WIP schedules and utilization metrics.
Do you help with client trust accounting?
Yes, for law and consulting firms.
Can you manage multi-entity firms?
Yes, with consolidated reporting.
Do you serve law firms?
Yes, including trust accounting and client billing.
Do you reduce audit adjustments?
Yes, with reconciled logs and CPA oversight.
Do you integrate with time-tracking systems?
Yes — Harvest, Toggl, and ERP systems.
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