Industry: Professional Services
Accounting for Professional Services Firms, Done Right
Etisson places vetted, US-trained accountants inside your CPA firm. Dedicated to your professional services clients, running full-cycle books and WIP-accurate billing every month, at 40% of the US hiring cost.
- Dedicated Accountant
- Full-Cycle Monthly Close
- WIP & Retainer Reconciliation
Month-End Close
GL Reconciled
Done
WIP & Retainers Tied Out
Done
Utilization Recs Complete
Done
Day 3
Books closed and ready for review
Understanding the Landscape
Professional Services Accounting Challenges, Solved
Running a services firm means WIP tracking, retainers, and utilization reporting that general bookkeeping can't keep up with. Here's how Etisson's trained specialists tackle every one.
Where Services Firm Books Get Complicated
Services firm accounting demands more than basic data entry.
Work-in-Progress Tracking
Unbilled time and WIP tracked accurately monthly.
Retainer Management
Client retainers reconciled and tracked separately.
Utilization & Realization
Billable hours tracked against realized revenue.
Multi-Partner Profit Splits
Partner draws and profit shares calculated correctly.
How We Solve This
Dedicated accounting experts embedded directly into your firm's workflows.
Track WIP Accurately
Unbilled time and WIP reconciled every month.
Manage Retainers Cleanly
Client retainers tracked separately and accurately.
Report Utilization Clearly
Billable hours and realization reported clearly.
Calculate Partner Splits
Partner draws and profit shares handled correctly.
Expertise
Why Professional Services Accounting Expertise Matters
Generic bookkeepers can record transactions and reconcile bank accounts. But professional services accounting means WIP tracking, retainer management, and utilization reporting, work most accountants aren't set up for. Etisson's accountants are trained and reviewed to a US standard before the work ever reaches you.
- Accurate work-in-progress tracking
- Client retainer tracking and reconciliation
- Utilization and realization reporting
- Multi-partner profit and draw calculations
- Consistent US tax filing discipline
- Accurate WIP tracked and reconciled monthly
- Client retainers cleanly tracked and reported
- Clear utilization and realization reporting
- Accurate partner profit and draw calculations
- Year-round 1065/1120/1099 compliance
How we plug into your firm
From Kickoff to First Close in Under 14 Days
No multi-month onboarding. No expensive recruiter fees. Just a vetted accountant inside your firm, working your tools, your way.
Discovery Call
30 minutes. We map your client mix, tools, and workflow gaps.
Matched Accountant
We assign someone with documented professional services experience within 48 hours.
40 Hour Free Pilot
Real work on a real file. Zero risk, zero commitment. You evaluate fit.
Embedded Long-Term
If it clicks, they stay same person, same process, structured handoffs.
$1.8M+
Trust funds reconciled monthly
12K+
Rental units under our books
2,400+
K-1s prepared each tax season
Day 3
Avg. month-end close
Frequently Asked Questions
Yes. They're trained on WIP tracking, retainer management, and utilization reporting, not just standard bookkeeping.
QuickBooks, Xero, and integrations with practice-management tools like Clio and BQE, plus your existing tax tools.
Real work on your actual clients, not a demo. 40 hours of live accounting, and you evaluate quality before committing.
That's our most common starting point. We bring backlogged WIP and retainer reconciliations current, or rebuild from scratch.