Accounting for Upatoi’s Professional Services Enterprises
Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.
Upatoi 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:
Law firm trust accounts are error-free.
- Michelle D, Trust Accountant
CPA oversight improved our audit cycle.
- Kevin L, External Auditor
Cash flow management is stronger now.
- Angela M, CFO
Frequently Asked Questions
How does AI help professional services accounting?
By detecting project overruns, categorizing expenses, and writing variance narratives.
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.
Can you manage multi-entity firms?
Yes, with consolidated reporting.
Do you support WIP reporting?
Yes, including reconciliation of time, expenses, and progress.
Do you detect anomalies in WIP?
Yes, AI flags overruns and errors.
Do you serve law firms?
Yes, including trust accounting and client billing.
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