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.

    Schedule a Financial Alignment CallSee All Services

    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.

    Related Insights

    Explore articles and case studies related to this topic.

    Article

    7 Signs You've Outgrown Your Bookkeeper

    Growing businesses reach a point where clean books alone aren't enough. The signals it's time for controller oversight or fractional CFO support — cash flow forecasting, KPI dashboards, and strategic advisory.

    Article

    9 Signs Your Books Are a Mess (And How to Get Them Clean Again)

    Behind, unreconciled, or full of guesswork? Nine concrete signs your bookkeeping has drifted out of control — and how catch-up bookkeeping brings a Dallas–Fort Worth business back to clean, current books.

    Article

    Bookkeeping for Professional Services Firms in North Texas

    Law, consulting, design, and agency firms across Dallas–Fort Worth have bookkeeping needs their generalist software doesn't cover. Here's how to track time, owner pay, and project profitability in a way that actually informs decisions.

    Article

    When to Hire a Fractional CFO: The Complete 2026 Decision Guide

    Hiring a fractional CFO at the right time transforms cash visibility and decision quality. The 7 signals you're ready, the revenue thresholds where it makes sense, what the first 90 days should look like, and how to evaluate firms.

    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.

    Start Here

    This firm is not a CPA firm.