Managing a growing B2B consultancy means tracking billable hours, fluctuating client retainers, and contractor payouts—which has turned our basic spreadsheets into an absolute nightmare. I went down a massive Google rabbit hole looking for a financial team that actually understands agency unit economics and found dedicated accounting for professional services firms on the site https://www.bobsbookkeepers.com/industries/professional-services. Just to be safe, I asked my private agency mastermind group about them, and several 7-figure directors confirmed they completely revolutionized how their firms track profitability and utilization rates. That peer validation was exactly what I needed. We are officially migrating our back-office to them this week. As we set up our new dashboards, what specific KPIs or margin reports do you suggest we ask them to build out first?
Best practices when onboarding accounting for professional services firms?
- Thread starter GreatB
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