Accounting for Santa Rosa’s Professional Services Enterprises
Certified India-based team with CPA oversight. WIP reporting, utilization metrics, and project profitability made simple.
Santa Rosa 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
Client billing reconciliations are accurate.
- Jennifer F, Billing Supervisor
We scaled during busy seasons without hiring.
- David L, Operations Manager
Frequently Asked Questions
Do you provide utilization metrics?
Yes, to track efficiency and resource allocation.
Do you handle marketing agencies?
Yes, including project billing and profitability reports.
Do you help with client trust accounting?
Yes, for law and consulting firms.
How does AI help professional services accounting?
By detecting project overruns, categorizing expenses, and writing variance narratives.
Can you manage multi-entity firms?
Yes, with consolidated reporting.
Do you integrate with time-tracking systems?
Yes — Harvest, Toggl, and ERP systems.
How is pricing structured?
Flat monthly retainer based on project volume and complexity.
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