👔 Professional Services Financial Services • Minneapolis

Financial Experts for Professional Services.

Utilization, WIP accounting, project profitability. We speak your language, track your metrics, and help you scale, right here in Minneapolis.

We Know Professional Services in Minneapolis

Utilization, WIP accounting, project profitability. We've worked with dozens of professional services companies in Minneapolis. We understand your business model, your challenges, and what metrics matter most to you and your investors.

Metrics We Track

Utilization Rate Realization Rate Project Margin Revenue per Employee

Challenges We Solve

  • Project-based revenue recognition
  • Resource allocation
  • WIP tracking

What We Do for Professional Services

Full-stack financial services tailored to professional services businesses in Minneapolis.

📚

Bookkeeping

Expert bookkeeping at a fraction of the cost

Bank reconciliations, transaction categorization, and monthly close

Bank Reconciliation Transaction Coding Monthly Close
⚙️

Controller

Run a tighter ship with a controller at the helm

Process improvement, internal controls, and accounting oversight

Process Design Internal Controls Team Oversight
📊

Accounting

Standard and custom financial reporting

Financial statements, custom reports, and GAAP compliance

Financial Statements Custom Reports GAAP Compliance
📈

FP&A

Budgeting, forecasting, variance analysis

Financial planning and analysis to drive strategic decisions

Annual Budgets Rolling Forecasts Variance Analysis
💼

CFO Advisory

Strategic financial leadership when you need it

Financial strategy, fundraising support, and board-level reporting

Financial Strategy Fundraising Support Board Reporting

Accounting for Professional Services in Minneapolis

Standard and custom financial reporting. Financial statements, custom reports, and GAAP compliance Tailored specifically for professional services companies in Minneapolis.

What's Included:
  • Accurate GAAP-compliant financial statements monthly
  • Custom reports showing the metrics that matter
  • Clear audit trail and documentation
  • Expert guidance on complex accounting issues
Get Started with Accounting

Our Accounting Process

1
Review

Understand your business model and reporting requirements.

2
Configure

Set up chart of accounts and reporting templates.

3
Deliver

Monthly financial package with variance analysis.

Professional Services Services Nationwide

Based in Boston, we work with professional services companies across the country.

Professional Services Financial Services in Minneapolis, MN

We serve professional services businesses throughout the Minneapolis metro area. Our accounting services are available for companies of all sizes.

Ready to Scale Your
Professional Services Business?

Take our 2-minute quiz to get a personalized recommendation for your professional services business.

Find My Solution →

Questions From This Industry

What does a monthly close actually include?

Bank, card and payment-processor reconciliation to zero unexplained difference; AP and AR aging tied to their balance sheet control accounts; payroll and employer taxes posted and reconciled; accruals, prepaids and deferred revenue booked; depreciation posted; a full balance sheet reconciliation with a schedule behind every account; and a variance review against budget and prior month before anything is distributed.

How long should our close take?

Ten business days is a comfortable standard for most businesses under $20M, and that is what we run to. Five is realistic for a simple single-entity company with automated feeds. If yours takes twenty, the cause is almost always sequencing rather than staffing — cash has to reconcile before AP, AP before accruals, accruals before the P&L means anything.

Can you clean up books that are months behind?

Yes. Budget roughly 1.5x the normal monthly rate for each month being cleaned up, with a floor around $1,500. Twelve months behind at an $800/month run rate is realistically a $10,000–$15,000 project, and it has to finish before ongoing work produces trustworthy numbers.

Do you have experience with Professional Services companies?

Yes. We specialize in Professional Services companies and understand project-based revenue recognition. Our team knows the metrics that matter: Utilization Rate, Realization Rate.

Do you work with companies in Minneapolis?

Yes. We work with clients across the Midwest and nationwide. Our team operates in Central time and can accommodate your schedule.

How quickly can you start?

Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.