Marketing, Financial & Service-Based
Advisory and accounting for professional service businesses that bill by the hour, project, or retainer.
Marketing agencies, financial advisors, consultants, and other service-based businesses face a common challenge: tracking billable time, managing client retainers, and understanding the true profitability of each project or client. Without the right systems, you're often working hard without knowing which work is actually making you money.
We work with professional service businesses to build financial systems that track time, revenue, and costs clearly - so you can see which clients and projects are driving your profitability and make smarter decisions about where to focus.
Time & project profitability
We help you implement systems that track billable time and project costs, so you can see which clients and projects are actually profitable.
Retainer & recurring revenue tracking
We set up accounting systems that handle retainer income and recurring billing clearly, giving you predictable visibility over your revenue.
Cash flow & tax planning
We build cash flow forecasts and tax plans that account for the variable nature of project-based income, so you're never caught short.
Sound familiar?
- You're not sure which clients or projects are actually profitable
- You struggle to track billable time and project costs
- Your retainer income isn't clearly tracked in your accounting
- You need better cash flow planning for variable project income
- You want clearer financial reporting to guide your business decisions
If any of this sounds familiar, let's talk.
Book a callHow we help service-based businesses
Whatever stage your business is at, our services adapt to the way you work. Here's how we help:
Business Advisory
Cash flow forecasting, budgeting, and profitability analysis built for service-based revenue models.
Systems & Software
Connecting your time-tracking and project management tools with Xero for accurate revenue and cost tracking.
Bookkeeping
Accurate tracking of billable revenue, project costs, and operating expenses with monthly reporting.
Accounting
Tax planning and end-of-year accounting tailored to professional service businesses.
Ready to see which work is actually profitable?
Book a call today and let's make sure your systems, reporting, and tax planning are all working together - so you can focus on the work that drives your business forward.