Professional Services

Accounting built for Professional Services

Billing cycles so fast you never chase clients. Perfect WIP tracking, utilization reporting, and true margin analysis.

How it works
-45%Days Sales Outstanding

Automated invoicing and follow-up workflows through Plooto payment links.

82%Utilization Rate

Direct mapping of payroll costs to billable project hours for your entire team.

+12%Gross Margin / Client

Client-level profitability analysis revealing which retainers lose money through scope creep.

Professional Services — Industry DossierFree compliance review →
-45%Days Sales Outstanding
82%Utilization Rate
+12%Gross Margin / Client

Problems we solve

01WIP tracking that falls apart mid-project
02No visibility into which clients are profitable
03Manual invoicing causing 60+ day payment cycles
04Team utilization is a guess, not a metric

We were losing money on 30% of our clients. Re-pricing those retainers literally saved the agency.

— Founder, 35-Person Creative Agency

Ready to switch to Professional Services specialists?

Book a free 30-minute call and see how we’d restructure your books.