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

We refresh your Portal 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 Portal leadership team.

Portal 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:

Forecasting improved with utilization metrics.

Thomas N, Financial Analyst

AI flagged anomalies in project billing.

Priya M, Data Analyst

Cash flow management is stronger now.

Angela M, CFO

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

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Frequently Asked Questions

Do you offer virtual meetings for Portal clients?

Yes, Zoom and Teams available for monthly reviews.

Can you manage multi-entity firms?

Yes, with consolidated reporting.

How fast can you start in Portal?

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

How is pricing structured?

Flat monthly retainer based on project volume and complexity.

Do you support consulting firms?

Yes, with utilization analysis and WIP reports.

Do you handle time-based billing reconciliations?

Yes, including hourly, retainer, and milestone billing.

Do you shorten close cycles?

Yes, typically by 4–6 days.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Portal 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 Portal firm scales.