Bookkeeping for Service Businesses

Agencies, consultants, trades and professional firms: dependable monthly books without the in-house hire.

Monthly P&L and balance sheetInvoicing and A/RPayroll coordination

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Straightforward books for businesses that sell time and expertise

Service businesses have simple models but plenty of moving parts: client invoices, subcontractors, payroll, software subscriptions and tax deposits. Without a routine, the books drift and the owner finds out too late.

We give you that routine: transactions coded, accounts reconciled, invoices tracked and a monthly set of reports. It is our core monthly bookkeeping service, adjusted to your type of work.

What we do for service companies

  • Service revenue and expense tracking
  • Subcontractor and payroll coordination
  • Invoice and accounts-receivable tracking
  • Bank and credit-card reconciliation
  • Project or client profitability, where your records support it
  • Monthly profit and loss and balance sheet
  • Software and subscription expense review
  • Records ready for your accountant

How it works

1

Understand the model

We learn how you bill and what you spend on.

2

Set up the books

Accounts and categories reflect your services.

3

Monthly close

Transactions are coded, reconciled and reviewed.

4

Review

You get reports and a walkthrough.

Examples of service businesses we support

Agencies and consultancies

Retainers, project billing and contractor costs.

Trades and home services

Jobs, materials and crew payroll.

Professional practices

Fee income, overhead and partner distributions.

Scope boundaries

Specialized industry accounting not described on this page
Tax, legal or financial-planning advice
Project profitability where source data is not available
Works with: QuickBooks Online, QuickBooks Desktop, Xero and Zoho Books for your books; Gusto, ADP and other major platforms for payroll; Stripe, PayPal, Wise, Melio, Expensify, Bill.com and Google Sheets as data sources.See pricing

Frequently asked questions

What types of service businesses do you work with?

Agencies, consultants, trades and professional firms are typical. Tell us about your business and we will say honestly whether we are a fit.

Can you track profit by client or project?

Where your records support it. We set up tracking when we onboard you.

Do you handle my invoicing too?

Yes, as an add-on to bookkeeping. See billing and invoicing.

Let’s talk about your books

Book a free 30-minute consultation. We review your setup, agree the scope and give you a clear quote based on your monthly transaction volume.

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