For agencies and consultancies, the bookkeeper tracks revenue by project and client, handles WIP and unbilled, and gives partners utilization-aware financials each month.
Every Bookkeeping VA we place in professional services works against client confidentiality and SOW scope discipline. We solve the day-to-day pain agencies, consultancies, and B2B firms feel most: billable people doing non-billable ops work. They onboard onto your professional services stack (typically Asana, ClickUp, Monday) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Bookkeeping VA for Professional Services ships the weekly reconciliation summary (weekly) and the ar aging & ap run (weekly), plus the recurring work that defines the role: categorize transactions and reconcile bank, credit card, and merchant accounts weekly, and process accounts payable — bill entry, vendor payments, and 1099 prep. Your account manager runs a weekly review against the role's SOP and the professional services-specific checklist so quality is measured, not assumed.