How much does bookkeeping cost for a professional services firm?

Bookkeeping for professional services firms typically ranges from $750 to $3,500+ per month depending on transaction volume, entity count, and complexity. Our Clarity tier starts at $750/month and our Momentum tier with controller oversight starts at $2,000/month.

Do you work with law firms and medical practices in Dallas?

Yes. We serve law firms, medical and dental practices, consulting firms, financial advisory practices, and other professional services firms across Dallas–Fort Worth and nationwide. Our team understands the unique financial complexities of each vertical.

What is the difference between a bookkeeper and a controller for my firm?

A bookkeeper handles transaction recording, categorization, and reconciliation. A controller provides quality oversight, chart of accounts optimization, reporting accuracy, and financial process management. Most growing firms need both—our tiered model provides bookkeeping with controller oversight built in.

Industry Focus

Bookkeeping & CFO Advisory for Professional Services Firms

Law firms, medical practices, consulting firms, and professional services organizations need financials that match their operational complexity. We deliver clean books, timely closes, and strategic insight—so you can focus on serving your clients.

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Professional Services We Serve

Tailored financial infrastructure for firms across the professional services landscape.

Law Firms

Trust account compliance, partner distributions, and financial reporting that satisfies bar requirements.

Consulting & Advisory Firms

Project-based revenue recognition, contractor management, and profitability analysis by engagement.

Medical & Dental Practices

Multi-provider revenue tracking, insurance reconciliation support, and practice profitability dashboards.

Architecture & Engineering Firms

Job costing visibility, WIP tracking, and financial reporting aligned to project milestones.

Financial Advisory Practices

AUM-based revenue tracking, compliance-ready reporting, and multi-entity coordination for RIAs.

Education & Training Companies

Enrollment revenue tracking, program profitability analysis, and grant or contract bookkeeping.

Sound Familiar?

These are the financial challenges we hear most from professional services firms across Dallas–Fort Worth and beyond.

Revenue is growing but cash flow feels unpredictable

Partner or owner distributions lack a clear financial framework

Month-end close takes too long or doesn't happen at all

You're outgrowing QuickBooks but aren't ready for a full-time controller

Your CPA only sees the books once a year at tax time

Financial decisions are made on gut feel, not clean data

How We Help

A complete financial back office—from reliable bookkeeping to fractional CFO leadership.

Monthly Bookkeeping & Close

Accurate books closed on time every month with management-ready P&L, balance sheet, and cash flow statements.

Controller Oversight

Quality control of your books, chart of accounts optimization, and reporting accuracy—without hiring a full-time controller.

Cash Flow Forecasting

Forward-looking cash projections so you can plan hiring, distributions, and investments with confidence.

KPI Dashboards

Custom dashboards tracking revenue per partner, utilization rates, client profitability, and other metrics that matter.

Fractional CFO Advisory

Strategic financial leadership including budgeting, pricing strategy, expansion planning, and capital readiness.

CPA & Advisor Coordination

Seamless coordination with your CPA, attorney, and wealth advisor—we prepare the financials, they handle the rest.

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Quick Answers

Plain-English answers to the questions we hear most.

How much does bookkeeping cost for a professional services firm?: Bookkeeping for professional services firms typically ranges from $750 to $3,500+ per month depending on transaction volume, entity count, and complexity. Our Clarity tier starts at $750/month and our Momentum tier with controller oversight starts at $2,000/month.
Do you work with law firms and medical practices in Dallas?: Yes. We serve law firms, medical and dental practices, consulting firms, financial advisory practices, and other professional services firms across Dallas–Fort Worth and nationwide. Our team understands the unique financial complexities of each vertical.
What is the difference between a bookkeeper and a controller for my firm?: A bookkeeper handles transaction recording, categorization, and reconciliation. A controller provides quality oversight, chart of accounts optimization, reporting accuracy, and financial process management. Most growing firms need both—our tiered model provides bookkeeping with controller oversight built in.

Ready to align your firm's financials?

Let's discuss how clean books and strategic financial leadership can help your professional services firm grow with confidence.

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This firm is not a CPA firm.