Accounting for Monticello’s Professional Services Enterprises
Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.
Monticello 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:
Utilization analysis gave us clear insight into profitability.
- Mark J, Consulting CFO
Trust accounting is finally clean.
- Sarah P, Law Firm CFO
Our board trusts the new financial packs.
- Karen J, Audit Partner
Frequently Asked Questions
Do you support WIP reporting?
Yes, including reconciliation of time, expenses, and progress.
Do you prepare project profitability reports?
Yes, by project, client, or practice.
Do you handle marketing agencies?
Yes, including project billing and profitability reports.
Do you serve law firms?
Yes, including trust accounting and client billing.
Do you detect anomalies in WIP?
Yes, AI flags overruns and errors.
Do you provide CPA-reviewed outputs?
Yes, ensuring compliance and audit readiness.
How does AI help professional services accounting?
By detecting project overruns, categorizing expenses, and writing variance narratives.
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