Professional Services

Accounting for Consulting, Marketing & Professional Services Firms

For established consulting, marketing, and professional services firms that need billable-hour accuracy and healthy margins handled right — without hiring a full internal accounting department. Controller-level oversight, QuickBooks Online Certified, scaled to your budget.

Hire Your Team

Request a Consultation
Common Pain Points

Sound Familiar?

Utilization and realization rates are a mystery, so nobody knows which clients are actually profitable

Billable hours, retainers, and reimbursable expenses get lumped together instead of tracked per client

Cash flow feels tight even when the pipeline is full

Work-in-progress and unbilled time live in a spreadsheet nobody trusts

Partner draws and profit distributions get complicated fast

That’s where a structured, client-profitability-aware approach makes the difference.

The Approach

How Pacioli Helps

Pacioli provides a pool of finance and accounting experts dedicated to tracking client profitability, cash flow, and time accurately — so you always know which relationships are actually making money.

Profitability

Client Profitability & Realization Tracking

Billable hours, retainers, and reimbursable expenses tracked per client, so you know which relationships actually make money.

Cash Flow

Cash Flow Management

Invoicing cycles, retainers, and collections managed so cash flow matches your pipeline.

WIP

Work-in-Progress & Unbilled Time Tracking

WIP and unbilled hours tracked accurately so nothing falls through the cracks at billing time.

Partners

Partner & Practice Payroll Support

Partner draws, bonuses, and staff payroll handled correctly, every time.

Get Started

Start With a Free Billing & Books Review

This is the obvious first step, not a sales pitch. Hire Your Team to get started.

Request a Consultation
What the review covers

A review of your current billing, utilization, and close process

Identification of gaps in time-tracking or payroll setup

A clear recommendation — no fluff, no pressure

A roadmap for outsourced support scoped to your budget

The Track Record

Why Professional Services Firms Trust Pacioli

Built for Established Firms

Built for established consulting, marketing, and professional services firms, not solo practices

A Structured Process

The same structured, separation-of-duties process we give every client relationship we take on

Controller-Level Oversight

Controller-level oversight from a Certified Management Accountant (CMA)

Client Testimonials

How the Right Team Transformed These Companies

Let’s Talk

Ready to know which clients actually make money?

Request a Consultation