FAQ – Bookkeeping for Consultants

We work with business consultants, marketing advisors, IT consultants, executive coaches, HR professionals, and other solo or small-team advisory firms.

Yes. We categorize income by client or engagement type so you can track where your revenue is coming from.

Absolutely. We can tag and reconcile revenue based on how you bill—monthly retainers, one-time projects, or hourly contracts.

We organize your expenses into tax-relevant categories such as travel, software subscriptions, contractor payments, marketing, and professional development.

Yes. We handle multi-currency accounts and track international wire transfers, PayPal transactions, or Stripe/TransferWise payments.

Yes. We can configure job or class tracking so each project’s profitability is visible.

Yes. You receive a profit and loss statement, balance sheet, and cash flow statement each month.

We provide organized, categorized, and CPA-ready financials that your tax preparer can use to file.

We can import data from time tracking, invoicing, and CRM tools such as Harvest, FreshBooks, HubSpot, or Dubsado depending on how you export reports.

All transactions are reconciled monthly and reviewed by a dedicated account manager to ensure clean, audit-ready records.

We support QuickBooks Online, QuickBooks Desktop, and Xero for consultants.

Yes. Having organized books from the start saves time, money, and prevents errors. It’s especially important when applying for funding or tracking your growth.

Pricing is based on your average number of monthly transactions. Most solo consultants qualify for our base plan.

Yes. We offer catch-up and cleanup bookkeeping services to get your books in shape and up to date.

Schedule a free consultation. We’ll review your current system, outline the setup process, and assign a dedicated bookkeeper to your account.