Professional services

Bookkeeping for firms that invoice time or fixed fees and need a clean receivables and expense file.

Work in progress and trust money, where they exist, need their own rules. They are not assumed to be ordinary income.

Workflow notes

• Fee invoice checklist
• Disbursement coding
• Receipt allocation

Onboarding questions

• Do you hold client money?
• Are fees invoiced in advance?
• How many fee earners are there?

Limits

Trust accounting rules are a professional-regulation matter. The service does not claim to supervise a trust account unless that scope is explicitly agreed and permitted.