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For consultants and firms, your inventory is time. We track billable work, unbilled WIP, retainers, and client invoicing, so your revenue is recognized correctly and your profit per client is clear.
Clean books are the difference between running your professional services business on real numbers and running it on guesswork. We give you accurate, up to date bookkeeping and clear reporting, so every decision, from pricing to hiring to your next investment, rests on what is really happening in your business, not a rough estimate at year end.
Why it is different
When you sell time and expertise, revenue timing matters. Work is often done before it is billed, retainers are paid before work is done, and profit varies a lot by client. Getting this wrong makes your numbers misleading.
We track billable work and unbilled WIP, handle retainers and deferred revenue correctly, keep client invoicing tight, and report profit by client, so your books reflect the real economics of your practice.
What we handle
Billable time and unbilled WIP tracked so revenue is accurate.
Retainers and deferred revenue recognized correctly.
Invoicing kept tight with follow up on collections.
Reporting that shows which clients are most profitable.
Expenses and contractor costs tracked cleanly.
Clear monthly reports on revenue and profit.
Proven on Upwork
Since 2021, HOLO Bookkeeper has completed work for more than 1500 clients on Upwork and Fiverr, earning Top Rated status. Here is the kind of feedback professional services clients leave, and you can read the full portfolio and reviews yourself.
Cleaned up our retainer and WIP tracking and gave us clear profit by client. Excellent.
Consulting Firm Owner · USA · Upwork ClientReliable, accurate monthly books for our professional practice. Great communication.
Firm Principal · USA · Upwork ClientSee the full Upwork portfolio and reviews → · Connect on LinkedIn →
How it works
Tell us about your business, your platforms, and where your books stand today.
We connect your accounts and tools with read only access wherever possible.
We build the right chart of accounts and catch up or clean up if needed.
Reconciled books and clear reports every month, plus automation where it helps.
Why choose HOLO Bookkeeper
You get the accuracy and dedicated attention of an in house bookkeeper, on demand, for only the work your professional services business needs, plus automation most in house hires never build.
QuickBooks ProAdvisor and Xero Certified Advisor with over 6 years and 1500+ clients.
You work with the person doing the work, with replies within 24 hours.
The same secure, certified process wherever your business is based.
We remove repetitive work with Excel, Sheets, and Python, so you pay for judgment.
Services and related industries
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Questions and answers
Yes. We track billable time and unbilled WIP so your revenue is recognized accurately.
Yes. Retainers and deferred revenue are recognized correctly over the service period.
Yes. We can report profit by client so you know where your best work is.
Yes. We keep invoicing tight and follow up on collections.
QuickBooks or Xero, plus dashboards and automation where useful.
Usually within a few days. After a short consultation we scope the work, agree a clear price, and begin, starting with catch-up or cleanup first if your books need it.
Yes. We work with professional services businesses in all 50 states, fully remotely, with the same secure and certified process everywhere.
Book a free 15 minute consultation and we will set up books built for professional services.
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