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

We refresh your Pershing 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 Pershing leadership team.

Pershing 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

We scaled during busy seasons without hiring.

David L, Operations Manager

Close cycles shortened by 6 days.

Jason K, Finance Manager

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

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Frequently Asked Questions

Do you detect anomalies in WIP?

Yes, AI flags overruns and errors.

Do you support WIP reporting?

Yes, including reconciliation of time, expenses, and progress.

Do you provide board-ready packs?

Yes, with WIP schedules and utilization metrics.

Do you shorten close cycles?

Yes, typically by 4–6 days.

Do you prepare project profitability reports?

Yes, by project, client, or practice.

Do you offer monthly bookkeeping in Pershing?

Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Pershing clients.

Do you help with client trust accounting?

Yes, for law and consulting firms.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Pershing 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 Pershing firm scales.