👔 Professional Services Financial Services • Raleigh

Financial Experts for Professional Services.

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

We Know Professional Services in Raleigh

Utilization, WIP accounting, project profitability. We've worked with dozens of professional services companies in Raleigh. 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 Raleigh.

📚

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
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Accounting

Standard and custom financial reporting

Financial statements, custom reports, and GAAP compliance

Financial Statements Custom Reports GAAP Compliance
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FP&A

Budgeting, forecasting, variance analysis

Financial planning and analysis to drive strategic decisions

Annual Budgets Rolling Forecasts Variance Analysis
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CFO Advisory

Strategic financial leadership when you need it

Financial strategy, fundraising support, and board-level reporting

Financial Strategy Fundraising Support Board Reporting

Professional Services Services Nationwide

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

Professional Services Financial Services in Raleigh, NC

We serve professional services businesses throughout the Raleigh metro area.

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Questions From This Industry

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 Raleigh?

Yes. We work with clients across the Southeast and nationwide. Our team operates in Eastern 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.

What software do you work with?

We're experts in QuickBooks, Xero, NetSuite, and most modern accounting platforms. We'll work with your existing stack.

How do you communicate?

You'll have a dedicated team with regular check-ins. Most clients meet weekly or bi-weekly with their primary contact.

What's included in the monthly fee?

Our flat-fee packages include all routine work. We're transparent about scope and will discuss any out-of-scope requests before proceeding.