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Bookkeeping for professional services firms

You know your clients. Know your number.

Whether you advise clients, provide legal services, manage campaigns, oversee businesses, or work in real estate, ProVision organizes the financial activity behind your work so you can see what each client actually earns you.

Prefer to talk? Call or text (501) 559-0255
Profit by client Sample monthly report
Client Revenue Direct costs Margin
Brightline GroupMonthly retainer $14,200 $10,650
25%
Kessler PartnersFixed-fee project $8,400 $3,020
64%
Oakmont RealtyCommission $6,900 $1,870
73%
Vela HealthMonthly retainer $5,100 $2,960
42%
Total $34,600 $18,500 47%
Your biggest client brings in 41% of revenue but has the thinnest margin. That’s the kind of thing you can’t see when the books only show totals.
Illustrative example. Client names and figures are fictional.
Legal services Consultants Marketing & advertising Management services Real estate
The problem

More clients don’t always mean more profit.

Retainers, projects, commissions, contracts, payroll, and operating expenses all affect what your business actually earns from the work it delivers. When they’re all blended together, busy can look a lot like profitable.

Do these warning signs look familiar?
You generate revenue from multiple clients or projects, but their actual profitability remains unclear.
Business expenses and client-related costs are mixed together.
Client payments arrive on inconsistent schedules.
You spend valuable billable time organizing transactions and managing the books.

Every way you bill leaves a different trail

Legal servicesRetainers and matter-based fees, plus costs you pay out on a client’s behalf. ConsultantsEngagements, milestone billing, and travel or subcontractor costs tied to one project. Marketing & advertisingMonthly retainers alongside media spend and freelancer costs that belong to specific campaigns. Management servicesContract fees, recurring service charges, and staff time spread across the businesses you oversee. Real estateCommissions that land on irregular closing dates, splits, and marketing costs per listing.
Why it matters

When the numbers are unclear, growth becomes a guess.

These challenges may mean your books aren’t showing which clients, projects, or services contribute most to your business.

ProVision organizes the financial activity behind your work so you can better understand where revenue comes from, where money is being spent, and how your business is performing. You spend less time sorting through financial records and more time serving clients and growing the business.

What we handle

Let ProVision take it from here.

See where your revenue comes from

We categorize income by client or project to give you a clearer view of how your business generates revenue.

Separate business and client expenses

We organize operating costs and client-related expenses so they’re accurately categorized and easier to review.

Keep contractor payments organized

We categorize contractor payments and help organize W-9 and 1099 information for easier review at reporting time.

Organize payroll-related costs

We make sure payroll-related transactions are accurately categorized alongside your other operating expenses.

Improve cash-flow visibility

We keep your books current so you can see when money is coming in, where it’s going, and what remains available.

Understand your monthly performance

We provide organized monthly financial reports with a clearer view of revenue, expenses, and overall business performance.
How to get started

Spend more time with clients, not sorting transactions.

Wherever your books stand today, there’s a clear path to current, organized financials.

1

Bookkeeping Cleanup

If your books are behind or inaccurate We catch up and correct your records to create a more reliable starting point, so every report after this one reflects what really happened.
2

Monthly Bookkeeping

Once your books are current We keep client income, project expenses, payroll-related costs, and accounts organized every month, with reports you can actually use.

Find out what each client is really worth to your business.

Book a consultation. We’ll look at how your books are set up today and tell you what it would take to see profit by client, project, or service.

Schedule a consultation Or call or text (501) 559-0255