Accounting for Holts Summit’s Professional Services Enterprises
Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.
Holts Summit 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
Forecasting improved with utilization metrics.
Thomas N, Financial Analyst
Our board trusts the new financial packs.
Karen J, Audit Partner
Frequently Asked Questions
Do you detect anomalies in WIP?
Yes, AI flags overruns and errors.
Do you help with client trust accounting?
Yes, for law and consulting firms.
Do you offer virtual meetings for Holts Summit clients?
Yes, Zoom and Teams available for monthly reviews.
Do you offer monthly bookkeeping in Holts Summit?
Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Holts Summit clients.
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 prepare lender-ready reports?
Yes, for financing and credit.
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