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

We refresh your Shepherd 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 Shepherd leadership team.

Shepherd 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:

AI flagged anomalies in project billing.

Priya M, Data Analyst

Close cycles shortened by 6 days.

Jason K, Finance Manager

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 help with client trust accounting?

Yes, for law and consulting firms.

Do you handle time-based billing reconciliations?

Yes, including hourly, retainer, and milestone billing.

Do you reduce audit adjustments?

Yes, with reconciled logs and CPA oversight.

Do you work with CPAs in Montana?

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

Do you prepare lender-ready reports?

Yes, for financing and credit.

Do you serve law firms?

Yes, including trust accounting and client billing.

How is pricing structured?

Flat monthly retainer based on project volume and complexity.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Shepherd 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 Shepherd firm scales.