Consultants usually have clean-looking books that answer nothing, because income is not tracked by client or engagement. The other surprise is sales tax: a growing number of states tax professional and digital services that used to be exempt.
Profit per client
Income tracked by client or engagement, so you see what actually pays.
Retainers as liabilities
Unearned fees stay liabilities until the work is delivered.
Reimbursables billed
Pass-through costs tracked and recovered rather than absorbed.
Service taxability checked
Whether your state taxes what you sell — increasingly, some do.
What we handle
- Income tracked by client, project, or engagement so profitability is visible
- Reimbursable expenses tracked and billed rather than absorbed
- Retainers and deposits recorded as liabilities until earned
- Sales tax on services where the state taxes them
- Home office, travel, and subscription expenses organized
Common problems we fix
- Personal and business spending on the same cards
- No visibility into which clients or offers actually make money
- Retainers booked as revenue before the work is done
Why your state matters here
Bookkeeping for professional services & consultants is not the same in every state. Sales tax rates and what is taxable, registration and licensing, payroll rules, and filing cadence all vary — and for this industry those differences change real work, not just a number on a form. Pick your state below for specifics.
We keep the books. You run the business.
Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.
View pricingHow It Works
Free review
We look at how your professional services & consultants books are set up today.
Fix the structure
Chart of accounts rebuilt around how your industry actually earns and spends.
Catch up
Anything behind gets cleaned up at a fixed quoted price.
Close monthly
Current, reconciled books every month — ready for your CPA.
Professional Services & Consultants Bookkeeping by State
Sales tax nexus and taxability, licensing, payroll rules, and filing cadence differ by state. Pick yours for a state-specific guide.
Professional Services & Consultants — Frequently Asked Questions
Do you understand professional services & consultants specifically?
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Do you work in my existing accounting file?
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Can you help if I am months behind?
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Bookkeeping built for professional services & consultants
Book a free consultation and we will tell you what your books need — and what it costs.
- Done-for-you
- Solo or group
- Nationwide
Get Started
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