Accounting for Wellfleet’s Professional Services Enterprises
Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.
Wellfleet 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:
Variance narratives save us hours each month.
- Olivia T, Financial Reporting Lead
Close cycles shortened by 6 days.
- Jason K, Finance Manager
Our board trusts the new financial packs.
- Karen J, Audit Partner
Frequently Asked Questions
Do you prepare lender-ready reports?
Yes, for financing and credit.
How is pricing structured?
Flat monthly retainer based on project volume and complexity.
Do you support WIP reporting?
Yes, including reconciliation of time, expenses, and progress.
How does AI help professional services accounting?
By detecting project overruns, categorizing expenses, and writing variance narratives.
Do you shorten close cycles?
Yes, typically by 4–6 days.
Do you support consulting firms?
Yes, with utilization analysis and WIP reports.
Do you help with client trust accounting?
Yes, for law and consulting firms.
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