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

We refresh your Refugio 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 Refugio leadership team.

Refugio 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:

Our board trusts the new financial packs.

Karen J, Audit Partner

Audit adjustments dropped 35%.

Robert S, External Auditor

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

How is pricing structured?

Flat monthly retainer based on project volume and complexity.

What’s the typical monthly fee in Refugio?

Most clients pay $150–$350 depending on volume.

How does AI help professional services accounting?

By detecting project overruns, categorizing expenses, and writing variance narratives.

Do you integrate with time-tracking systems?

Yes, Harvest, Toggl, and ERP systems.

Do you provide board-ready packs?

Yes, with WIP schedules and utilization metrics.

Do you prepare project profitability reports?

Yes, by project, client, or practice.

Do you work with CPAs in Texas?

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

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Refugio 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 Refugio firm scales.