INDUSTRIES ·
SERVICES AND AGENCIES
INDUSTRY
Services and agencies
Every client looks profitable in aggregate. The question you cannot answer is which ones are, once the time that went into them is counted.
WHO THIS IS FOR
Agencies, consultancies, professional firms
Client and project-level profitability · Invoicing, retainers and collections · Cash flow forecasting
Book a free 30-min callWhat we already know about books like yours
A retainer that overruns without anyone noticing
Work delivered before the purchase order arrives
Collections nobody owns, so nobody chases
A lumpy receipts pattern against a level cost base
What that means we do
Every month
- Client and project-level profitability, not just a company P&L
- Invoicing, retainers and collections followed up on schedule
- Cash flow forecasting around an uneven receipts pattern
- Segment P&L by service line or team
The tools we work in
- QuickBooks
- Xero
- Class tracking
WHAT IT COSTS
Your sector changes the work, not the price list.
The same three levels, priced off your transaction volume. Sector complexity shows up in which level you need, not in a surcharge for being in it.
See the full pricing and estimate yoursLEVEL 1 · BooksFrom $410 a month. Bookkeeping and monthly reporting
LEVEL 2 · Finance DepartmentFrom $730 a month. Bookkeeping plus the whole day-to-day operation
LEVEL 3 · Finance Department and CFOFrom $990 a month. The whole operation plus strategic advice
THE OTHER FIVE
Not quite your sector?
The playbook is built and tested in six. If none of them is you, the accounting fundamentals still do not change — say so on the call and we will tell you straight whether we have done it before.
SECTOREducation and EdTechOnline schools, courses, tutoring — Subscription and cohort revenue · Multi-entity, multi-currency · Investor and board reportingSECTORIT and softwareSaaS, software firms, IT services — Recurring revenue and deferred income · Contractor payments across borders · Multi-currency reconciliationSECTORE-commerce and DTCAmazon, Shopify, multi-channel — Settlements broken into fee components · Stock valued, counted and forecast · True unit margin after fees and adsSECTORConstruction and contractorsCertified payroll supported — Job costing and project-level P&L · WIP and retainage both ways · Progress and AIA billingSECTORHospitality and retailMulti-site operators — Multi-location and segment P&L · Daily takings reconciled to deposits · Payroll across sites
All six sectors