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

We refresh your Patterson 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 Patterson leadership team.

Patterson 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:

Our consulting firm improved margins by 8%.

Daniel B, CEO

We finally have clarity in project profitability.

James M, CEO

Our board trusts the new financial packs.

Karen J, Audit Partner

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

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Frequently Asked Questions

Do you prepare project profitability reports?

Yes, by project, client, or practice.

Do you provide utilization metrics?

Yes, to track efficiency and resource allocation.

Do you handle time-based billing reconciliations?

Yes, including hourly, retainer, and milestone billing.

Do you prepare lender-ready reports?

Yes, for financing and credit.

Do you shorten close cycles?

Yes, typically by 4–6 days.

Are your bookkeepers local to Patterson?

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

Do you integrate with time-tracking systems?

Yes, Harvest, Toggl, and ERP systems.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Patterson 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 Patterson firm scales.