Bookkeeping for Agencies, Consultants & Service Businesses
Whether you bill by the hour, the project or the visit, we keep clean books that show profit by client and service, so your service business runs on numbers, not vibes.
A paid invoice does not mean the project made money.
One retainer month, against what it actually cost to deliver.
Illustrative figures, shaped like real books. Your numbers will differ; the pattern will not.
Know which work is worth it.
Your real cost is time. We show where it goes.
For firms that sell time, expertise or on-site service.
Agencies, consultancies, law firms, marketing shops and home-service businesses (cleaning, trades, field services) all share the same challenge: their real cost is people and time, and profitability hides inside individual clients and projects. We track income and costs by client and service line so you can see where you're actually making money, price new work sensibly, and let go of the engagements that drain you.
Cash flow in a service business usually comes down to accounts receivable. We keep invoicing and collections tight so you get paid faster and always know who owes what, turning a common source of stress into a number you can manage.
Service businesses need clarity, not complexity.
We track what makes a service business profitable.
Profit by client & project
We track income and costs by client and project so you can see which work is worth it, and which quietly loses money.
Accounts receivable
We keep invoicing and AR tight so you get paid faster and know exactly who owes what.
Payroll & contractors
Employees, 1099 contractors, or both. We run payroll and prepare year-end forms accurately and on time.
Recurring & retainer revenue
Retainers, subscriptions and recurring visits are recorded cleanly so revenue is recognized in the right period.
Expense & app cleanup
Software, subcontractors and reimbursements get categorized properly so your margins and deductions are accurate.
Cleanup & catch-up
Behind on the books? We'll reconcile the backlog and get you organized and tax-ready.
Professional Services clients get.
Clear deliverables, every month, nothing vague.
Tools we work with.
Your time tracking, project and billing tools, reconciled into QuickBooks or Xero so project profitability and retainer balances are real numbers.
Bill.com
HarvestBill.comUsing something else? We almost certainly work with it, just ask.
One team, one point of contact.
You contract with a US company. A small team led by our founder does the work, and you always know who is in your books.
UsamaFounder · QuickBooks ProAdvisor- A US company on your contractCloud Accountants LLC is registered in Colorado. Your agreement, invoices and business-hours phone support are all US-based.
- One point of contactThe same person keeps your books every month and joins your monthly review call. No ticket queue.
- Founder-led team, stated up frontUsama, a QuickBooks ProAdvisor, leads the work. Our accounting team is based outside the US, and we tell you that before you sign.
- Your data stays yoursWe work inside your own QuickBooks or Xero, with the access level you choose. We never hold funds or ask for banking passwords.
- Consent before tax data movesUS rules require your written consent before tax return information goes to a preparer outside the US. We ask first, in writing.
- Leave any time, books includedNo long contracts. Your QuickBooks or Xero file stays under your own login, so if you ever move on, everything stays with you.
“This company has handled my books for over a year now. I'm thankful that they are always there for me and I can count on them being competent.”
Service business bookkeeping FAQs.
Everything a service business bookkeeping owner usually wants to know.
Yes. We track income and costs by client, project or service line so you can see what's actually profitable.
Yes. We run payroll for employees, manage contractor payments and prepare year-end W-2s and 1099-NEC forms.
Absolutely. Cleaning, trades and field-service businesses are a great fit. We track jobs, visits and recurring revenue cleanly.
Yes. We keep invoicing and AR follow-through tight so you get paid faster and always know who owes what.
QuickBooks Online or Xero, plus Gusto for payroll and common invoicing, time-tracking and expense apps.
Other industries we serve.
Run your service business on real numbers.
Book a free call and we'll review your books and recommend the right plan.