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:

Board packs are now investor-ready.

Tina S, Finance Director

WIP reporting accuracy improved by 45%.

Laura M, Project Controller

We finally have clarity in project profitability.

James M, CEO

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

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Frequently Asked Questions

Do you prepare lender-ready reports?

Yes, for financing and credit.

Do you offer monthly bookkeeping in Clio?

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

How does AI help professional services accounting?

By detecting project overruns, categorizing expenses, and writing variance narratives.

Do you provide utilization metrics?

Yes, to track efficiency and resource allocation.

Do you support IFRS as well as GAAP?

Yes, for global firms.

How is pricing structured?

Flat monthly retainer based on project volume and complexity.

What’s the average bookkeeping cost in Clio?

Most clients pay $150–$350 per month depending on volume and complexity.

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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.