Get In Touch
Get In Touch
Get In Touch
836 Anacapa St #2141, Santa Barbara, CA 93120
1-800-757-0510
hello@accountix.co

You Didn’t Start Your Firm
to Struggle with the Books

We help client-focused businesses streamline their accounting, gain forward-looking financial insights, and finally feel in control.

 

Talk To A Professional Services Expert

You Focus on Clients. 
We’ll Handle the Finances.

Tailored to Firms

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We understand the billing cycles, workflows, and reporting needs of service firms. Whether you're a law firm, agency, or consultancy, our systems are built to support your financial goals.

Total Financial Support

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From bookkeeping and payroll to forecasting and planning, we provide everything in one place. That means no more juggling vendors to pay or dealing with unclear reports.

Confidence to Grow

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We deliver accurate financials and clear performance insights you can rely on. With the details handled, you’re free to lead your firm with confidence, clarity, and long-term vision.

Schedule a Professional Services Finance Review

Financial Expertise to Power Your Practice

Smart support for firms that bill time, build client trust, and manage complex growth

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What We Do For Professional Services

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Professional Services Accounting

The foundation of financial stability and control

→  Clean, accurate monthly closes and reporting

→  Time tracking, payroll, and contractor payment support

→  Expense management and paying bills

→  Accounts receivable and collections tracking

→  Client profitability and project-level cost visibility

→  Coordination with tax and compliance partners

Accounting Services
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Fractional CFO Services

Lead with clarity and scale with strategy

→  Financial forecasting and revenue modeling

→  Capacity and hiring cost planning

→  KPI dashboards tailored to professional firms

→  Partner distribution and compensation planning

→  Profitability analysis and margin improvement

→  Strategic guidance for firm growth and leadership

Fractional CFO Services

How We Execute

Creating your scalable, efficient, and effective Accounting Department
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Talk to a CFO Who Understands Your World

No fluff. A brief conversation to determine if we can assist you in regaining financial clarity and control.

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Why Professional Service Firms
Choose Accountix

We bring structure to the chaos, from tracking billable hours and managing WIP to understanding profitability by client or service line.

 

CASE STUDY

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Doug Holt, Owner

Bend, Deschutes County, OR

I have been with Accountix for a couple of years now and I couldn’t be happier. It’s like having a trusted friend and advisor take care of your finances in a very secure way and then give you feedback.

View More Case Studies

 

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See How We Support Firms Like Yours

Explore real solutions for professional service businesses.

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Accounting Built for Professionals

Your clients expect accuracy, speed, and trust, and your back office should reflect these same values. We manage your books with precision and design workflows that support your actual billing and service delivery processes. From time tracking to invoicing to collections, we build accounting systems that keep client work profitable and predictable.

Every professional services firm faces unique accounting challenges. 

Discover how expert accounting can make your practice more efficient and your numbers more reliable.

Get Help With Nonprofit Accounting
Why outsource accounting for a professional services firm?

It saves time, improves accuracy, and provides financial visibility without the need to build a whole in-house team. You receive expert-level support and reporting tailored to your business model.

What does accounting for professional services include?

Core services include bookkeeping, invoicing, payroll, reconciliations, financial reporting, and partner distributions if applicable.

What does an outsourced bookkeeper do for a professional services firm?

They manage daily and monthly financial tasks, such as categorizing transactions, reconciling accounts, and producing reports, to help you stay on track.

What services are included in outsourced accounting for professional service firms?

Outsourced accounting packages include:

  • Bookkeeping and reconciliations
  • Financial reporting and partner-ready statements
  • Client invoicing and revenue tracking
  • Expense management and paying bills
  • Payroll and contractor payments
  • Budgeting and cash flow planning
  • Compliance and tax coordination
  • Audit preparation and internal controls
What are the main benefits of outsourcing accounting for a professional services firm?
  • Cost savings: No need to hire or manage in-house staff
  • Expertise: Access to professional services accounting professionals
  • Focus: Free up internal resources to focus on your mission
  • Scalability: Services can grow with your organization
  • Risk reduction: Reduce fraud and compliance issues
  • Technology: Use of modern software for efficiency and visibility
When is outsourcing a good option for a small firm?
When internal resources are limited, when you want more accurate reporting, or when growth is happening and your financial systems need structure and support.

Outsourced accounting brings structure, clarity, and confidence at a fraction of the cost of building a finance team.

Professional Services Fractional CFO

Growth brings complexity. Our fractional CFO services help you navigate it with clarity. We deliver financial forecasts, revenue modeling, compensation planning, and board-ready reporting tailored to service-based businesses. Whether you're hiring, expanding, or revising your pricing, we help align your financial plan with your goals.

Professional services financial strategy that scales

Discover how CFO strategy can empower your team, simplify your reporting, and make your firm more sustainable.

Get Help With Nonprofit CFO Strategy
What is a fractional CFO for a professional services firm?

A fractional CFO is a senior financial expert who provides part-time strategic leadership without the cost of a full-time executive. They help professional firms with financial planning, forecasting, and long-term decision-making.

What are the benefits of hiring a fractional CFO for a professional services firm?

You gain high-level financial insight, better forecasting, and expert guidance to support decisions around growth, hiring, pricing, and profitability, without needing to build an in-house finance department.

What are the key responsibilities of a fractional CFO for a professional services firm?

A fractional CFO handles forecasting, cash flow planning, compensation modeling, partner distributions, and financial performance analysis. They also guide long-term planning and support board or leadership meetings.

In what situations does a professional firm typically hire a fractional CFO?

Firms often bring in a fractional CFO when they are growing, adding partners, expanding services, or preparing for major financial decisions. It is also common during leadership transitions or restructuring.

What should a professional firm look for when hiring a fractional CFO?

Look for someone who understands the financial model of time-based or project-based billing, has experience supporting firms like yours, and can offer clear, strategic advice, not just financial reporting.

Professional Services Financial Blog Resources

What the Santa Barbara Sales Tax Increase Means for Nonprofits
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Nonprofit

What the Santa Barbara Sales Tax Increase Means for Nonprofits

May 1, 2025 2:42:44 PM 2 min read
Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.
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Sales Tax

Santa Barbara: Sales Tax Is Going Up—Here's What You Need to Know.

Apr 25, 2025 9:46:38 AM 2 min read
How to Log Onto RunPayroll
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Blog

How to Log Onto RunPayroll

Dec 11, 2024 7:54:28 PM 3 min read
Visit Our Blog

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