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Bookkeeping Built for Project-Based Firms

Clean, consistent books for interior design and architectural firms—so you can stay on top of cash flow, understand project performance, and make decisions with confidence

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Clean Books Are the Foundation

Project-based firms outgrow basic bookkeeping quickly. Multiple projects, shifting timelines, payroll, billing, vendor activity, and month-end reporting all need to stay aligned. We bring consistency to the financial side of your business with accurate reconciliations, dependable close processes, and reporting you can trust—so you always have a clearer picture of where things stand.

Problems We Solve

Your books are behind or unreliable.
We clean up your processes, keep accounts reconciled, and set a consistent monthly rhythm, so your financials stay current, accurate, and trustworthy.

Cash is hard to track and harder to predict.
We keep invoicing, client deposits, payments, and receivables organized, and help you see when money is coming in and going out so you can spot gaps early.

Sales tax and payroll aren't being handled correctly.
We review how sales tax is collected and filed and how payroll and benefits are processed, then correct issues before they turn into penalties or headaches.

You can't see what's actually profitable.
We deliver accurate, timely reporting on markups, billable time, and fixed costs, structured around how your firm works so you can make better decisions.

Too much financial work is falling back on your team.
We take routine bookkeeping off your plate so your team can stay focused on clients and projects.

 

Bookkeeping Service - problems we solve

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What’s Included in Our Bookkeeping Services

We handle the day-to-day financial work that keeps your books accurate, current, and ready to support better decisions.

Financial Reporting We provide clear financial summaries, industry-specific KPIs, utilization tracking, and cash forecasting so you can see how your firm is really performing. 
  
Monthly & Year-End Close We record transactions weekly, reconcile accounts, and close your books monthly and annually. That includes 1099s, fringe benefits, budgeting, and working with your CPA to deliver accurate, tax-ready financials. 
  
Expense Management

We set up controlled bill pay with approvals, manage tools like Ramp, and handle reimbursements, card reporting, and receipt tracking so spending stays visible and secure. 

  
Payroll

We handle payroll processing, 401(k) and benefits administration, employee onboarding, and W-2s. When tax notices arrive, we take care of them so you don't have to.

 
Sales Tax

We analyze where you have nexus, research requirements as you expand into new states, and manage filings to keep you compliant across all 50 states. 

  
Invoicing & Receivables

We prepare draft invoices for your review and track deposits, retainers, payments, and open balances. You'll always know who owes what, while client conversations stay in your hands.

 

How Bookkeeping Fits With Other Services

Bookkeeping creates the financial foundation. From there, CFO advisory helps you interpret the numbers and plan ahead, while procurement support brings more control to project-related purchasing and vendor activity.

1
Bookkeeping

Keep your financials accurate, current, and dependable
2
CFO Advisory

Use those financials to improve forecasting, cash flow, and decision-making.
3
Procurement

Bring more visibility and control to purchasing, vendor payments, and project spend

FAQs

Can you clean up books that are behind?

Yes. We can start with cleanup, establish a reliable baseline, and then move into ongoing bookkeeping support.
Can you work with our existing accounting software?

 We work within a curated set of tools that we know inside and out, chosen specifically for design and architecture firms. Standardizing on these platforms is a big part of how we deliver consistent processes, accurate data, and the deeper financial insight our clients rely on. If your current systems differ, we'll guide you through the transition and handle the heavy lifting, so you get the full benefit of our experience from day one. 
Can I add CFO Advisory or Procurement support later?

Yes. Bookkeeping often serves as the financial foundation, and additional support can be added as your needs evolve.
What does getting started look like? We begin with a discovery call to understand your firm, your current systems, and where things stand. From there, we assess your books, outline any cleanup or software transitions, and build a clear onboarding plan. Most firms are fully set up and running on a monthly rhythm within the first 45 – 60 days. 
How often will we hear from you? Every client gets a dedicated Slack channel for quick questions and day-to-day updates. We commit to responding within 24 hours, and most messages get a reply within a couple of hours. When something is easier to show than explain, we send short video walkthroughs right in your channel. Depending on the package selected, we schedule regular calls on whatever cadence works best for you.

Get Your Books Back on Track

 Tell us where your bookkeeping stands today and what’s getting in the way. We’ll help you determine the right next step for cleaner books, better reporting, and ongoing support.