Accounting for San Mateo’s Professional Services Enterprises
Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.
San Mateo 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:
CPA oversight improved our audit cycle.
- Kevin L, External Auditor
We finally have clarity in project profitability.
- James M, CEO
Our board trusts the new financial packs.
- Karen J, Audit Partner
Frequently Asked Questions
Do you support consulting firms?
Yes, with utilization analysis and WIP reports.
Can you manage multi-entity firms?
Yes, with consolidated reporting.
How does AI help professional services accounting?
By detecting project overruns, categorizing expenses, and writing variance narratives.
Do you handle time-based billing reconciliations?
Yes, including hourly, retainer, and milestone billing.
Do you provide board-ready packs?
Yes, with WIP schedules and utilization metrics.
Do you serve law firms?
Yes, including trust accounting and client billing.
Do you help with client trust accounting?
Yes, for law and consulting firms.
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