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:
Utilization analysis gave us clear insight into profitability.
- Mark J, Consulting CFO
Variance narratives save us hours each month.
- Olivia T, Financial Reporting Lead
Board packs are now investor-ready.
- Tina S, Finance Director
Frequently Asked Questions
Do you help with client trust accounting?
Yes, for law and consulting firms.
Do you serve law firms?
Yes, including trust accounting and client billing.
Do you provide utilization metrics?
Yes, to track efficiency and resource allocation.
Do you shorten close cycles?
Yes, typically by 4–6 days.
Do you prepare project profitability reports?
Yes, by project, client, or practice.
Do you provide board-ready packs?
Yes, with WIP schedules and utilization metrics.
Do you integrate with time-tracking systems?
Yes — Harvest, Toggl, and ERP systems.
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