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

We refresh your Clio 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 Clio leadership team.

Clio 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:

Audit adjustments dropped 35%.

Robert S, External Auditor

Variance narratives save us hours each month.

Olivia T, Financial Reporting Lead

Client billing reconciliations are accurate.

Jennifer F, Billing Supervisor

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

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Frequently Asked Questions

How soon can you start in Clio?

Usually within 2–3 business days.

Do you work with CPAs in Iowa?

Yes, we deliver reports that integrate directly with CPA tax software.

Do you reduce audit adjustments?

Yes, with reconciled logs and CPA oversight.

Do you offer monthly bookkeeping in Clio?

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

Do you serve businesses in Clio?

Yes, we support clients across Clio and surrounding areas.

Do you shorten close cycles?

Yes, typically by 4–6 days.

Do you prepare project profitability reports?

Yes, by project, client, or practice.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Clio 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 Clio firm scales.