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

We refresh your Planada 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 Planada leadership team.

Planada 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:

Cash flow management is stronger now.

Angela M, CFO

We finally have clarity in project profitability.

James M, CEO

Board packs are now investor-ready.

Tina S, Finance Director

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

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Frequently Asked Questions

How fast can you start in Planada?

Most accounts go live within 2–3 business days after onboarding.

Do you detect anomalies in WIP?

Yes, AI flags overruns and errors.

Do you work with CPAs in California?

Yes, we deliver reports that integrate directly with CPA tax software.

Are your bookkeepers local to Planada?

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

How is pricing structured?

Flat monthly retainer based on project volume and complexity.

Do you scale with project volume?

Yes, during peak client demand.

Do you offer virtual meetings for Planada clients?

Yes, Zoom and Teams available for monthly reviews.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Planada 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 Planada firm scales.