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

We refresh your Clay 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 Clay leadership team.

Clay 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:

WIP reporting accuracy improved by 45%.

Laura M, Project Controller

Cash flow management is stronger now.

Angela M, CFO

We scaled during busy seasons without hiring.

David L, Operations Manager

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

Do you provide CPA-reviewed outputs?

Yes, ensuring compliance and audit readiness.

Do you prepare lender-ready reports?

Yes, for financing and credit.

Do you offer virtual meetings for Clay clients?

Yes, Zoom and Teams available for monthly reviews.

Do you handle time-based billing reconciliations?

Yes, including hourly, retainer, and milestone billing.

Do you provide board-ready packs?

Yes, with WIP schedules and utilization metrics.

Do you offer monthly bookkeeping in Clay?

Yes, flat-fee monthly plans with weekly reconciliations and month-end close for Clay clients.

Are your bookkeepers local to Clay?

Our team operates remotely but assigns a dedicated manager in your time zone.

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Explore Our Enterprise Professional Services Accounting

Enhance your offering with our Enterprise Professional Services Accounting spine.

Clay 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 Clay firm scales.