Professional Services

Accounting Software for Consulting & Professional Services

Track billable hours, invoice clients professionally, manage expenses, and get real visibility into your firm's profitability with proper double-entry accounting.

Challenges

Common Accounting Challenges in Professional Services

Sound familiar? You're not alone. Here's what businesses in your industry struggle with.

Client Billing Complexity

Different clients have different billing terms, retainer agreements, and project-based fees. Creating accurate invoices and tracking payments gets messy fast.

Expense Tracking & Reimbursement

Consultants incur expenses that need to be tracked, approved, and either reimbursed or billed to clients. Without a system, money gets lost.

Profitability by Client/Project

Is every engagement actually profitable? Without project-level cost tracking, you can't tell which clients and services generate real profit.

Cash Flow Gaps from Late Payments

Professional services firms often wait 30-90 days for payment. Without clear receivable tracking and aging analysis, cash flow suffers.

Solutions

How OikikBooks Solves This

Purpose-built features that address the specific accounting needs of your industry.

Professional Invoicing

Create detailed invoices with service descriptions, hourly rates, and tax calculations. Track partial payments and generate client statements.

  • Customizable invoice templates
  • Partial payment tracking
  • Client statement generation
  • Credit note management
Customizable invoice templates
Partial payment tracking
Client statement generation
Credit note management

Expense Management

Staff submit expense claims, managers approve, and finance reimburses — all tracked with proper ledger entries and audit trail.

  • Expense claim submission
  • Approval workflows
  • Reimbursement tracking
  • Expense category reporting
Expense claim submission
Approval workflows
Reimbursement tracking
Expense category reporting

Profit Center Analysis

Create profit centers per client, department, or service line. Get P&L reports that show exactly where your firm makes (or loses) money.

  • Profit center P&L reports
  • Revenue allocation
  • Cost center expense tracking
  • Hierarchical center structure
Profit center P&L reports
Revenue allocation
Cost center expense tracking
Hierarchical center structure

Run a More Profitable Practice

Know your numbers, invoice faster, get paid sooner. Start your free trial today.

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