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

We refresh your Agate 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 Agate leadership team.

Agate 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:

Project profitability reporting is now reliable.

Emily R, Senior Accountant

Variance narratives save us hours each month.

Olivia T, Financial Reporting Lead

Board packs are now investor-ready.

Tina S, Finance Director

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 work with CPAs in North Dakota?

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

How fast can you start in Agate?

Most accounts go live within 2–3 business days after onboarding.

Do you reduce audit adjustments?

Yes, with reconciled logs and CPA oversight.

How is pricing structured?

Flat monthly retainer based on project volume and complexity.

Do you serve law firms?

Yes, including trust accounting and client billing.

Do you support WIP reporting?

Yes, including reconciliation of time, expenses, and progress.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Agate 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 Agate firm scales.