Accounting & Fractional CFOs for Agencies & Consultancies
Track billable utilization, project profitability, and pipeline metrics. We help law firms, marketing agencies, and consultancies scale profitably by mastering their margins.
Why Standard Accounting Firms Fail Professional Services Businesses
Generic accountants treat all businesses the same. Here is how TallyWise is built specifically for your industry's nuances.
Profitability Tracking
Knowing you made money overall, but having no idea which clients are actually profitable.
Granular project profitability reports showing exactly which clients drive your margins.
Resource Management
Hiring based on gut feeling and suddenly facing cash flow crunches when work slows down.
Tracking utilization rates and pipeline metrics to hire exactly when the data says to.
Partner Compensation
Arguing over year-end distributions because the formula is vague or tracked manually.
Clear, automated partner comp models tracking originations and billable metrics.
Trust Accounting
Mixing operating funds with client funds and risking disbarment.
Strict, compliant three-way IOLTA reconciliations for law firms.
Specialized Value for Professional Services
Financial operations tailored precisely to the metrics that matter most in your sector.
Fire Unprofitable Clients
Data-driven insights give you the confidence to raise rates or part ways with bad clients.
Optimize Hiring
Utilization metrics tell you exactly when to hire the next consultant or designer.
Predictable Cash Flow
Connecting your CRM pipeline to your financial model smooths out the feast-and-famine cycle.
Frequently Asked Questions
Common questions about our professional services accounting services.
Do you handle Trust Accounting (IOLTA) for law firms?
Yes, we are highly experienced in managing three-way reconciliations for IOLTA accounts to ensure strict compliance with state bar associations.
Can you help us transition to value-based pricing?
Absolutely. We help agencies analyze historical data to move away from hourly billing and build highly profitable flat-fee or value-based pricing models.
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Ready to upgrade your financial infrastructure?
Get clarity on your numbers and take your business to the next level with TallyWise.