Who we serve

Different organizations. Different reporting. One department.

An agency needs project profitability. A law firm needs receivables discipline. A nonprofit needs restricted-fund schedules an auditor will accept. We build the books around the question you need answered.

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Creative Agencies

Know which projects actually make money before the next one starts.

Retainers, pass-through media, and freelance costs make agency margins hard to read. We build the books so project profitability is visible in the reporting, not reconstructed after the fact.

  • Project profitability tracking
  • Customer invoicing and collections
  • Paid-media spend tracking
  • Cash-flow management
  • SOW and scope expense tracking
  • Workflows that scale with headcount
Creative Agencies in detail
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Professional Services

Bill accurately, collect faster, and see where the hours are going.

Consultancies, law firms, and technical services firms run on billable capacity. We keep receivables tight and connect job costing to the financial statements leadership reads.

  • Client billing and invoicing
  • Receivables and collections follow-up
  • Job costing by engagement
  • Utilization and capacity visibility
  • Monthly financial reporting
  • Operational and workflow efficiency
Professional Services in detail
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Nonprofit Organizations

Reporting your board, funders, and auditors can rely on.

Restricted funds and grant deadlines leave no room for improvised bookkeeping. We maintain the schedules, allocations, and documentation your audit and your funders expect — and coordinate directly with your tax accountants.

  • Grant reporting and drawdown support
  • Restricted-fund tracking
  • Customized financial statements
  • Audit preparation and support
  • Functional expense allocation
  • Recurring compliance workflows
Nonprofit Organizations in detail

Start here

Tell us how your finance function runs today. We’ll show you what it could look like.

A short assessment gives us enough to prepare a real conversation — organization type, team size, current platform, and where the process breaks down.