Milestone billing
Provide contracts, invoice schedules, service periods and approved fee changes.
Architecture and engineering bookkeeping.
Architecture and engineering practices invoice through milestones while paying subconsultants and project costs on different schedules. We organize the agreed monthly records, review customer and supplier balances and reconcile included accounts. Project categories are useful only when invoices and costs carry dependable references.
Let’s talk about your booksAI-powered. Human-led. Month-end work with an agreed scope.
Start with the right question.
An invoice can cover several phases and a subconsultant bill may arrive later. Comparing a project’s receipts with the same month’s payments can confuse cash timing with earned fees or project performance.
Useful inputs. Clear responsibilities.
Subconsultant records
Include invoices, payment status and project or phase references.
Reimbursable costs
Identify contract treatment and whether costs have been billed to the client.
Project categories
List the project identifiers used in your accounting or practice-management system.
Agree the project references
Define useful reporting categories and how shared costs are handled.
Review billing and obligations
Check milestone receipts, unpaid balances and subconsultant bills under the agreed accounting basis.
Illustrative example · Fictional data
Follow the business event.
Illustrative question: a client pays a $10,000 milestone while the related subconsultant’s $2,500 invoice remains unpaid. Cash receipts of $10,000 do not prove a $10,000 project profit. The report needs the agreed service timing, relevant costs and outstanding obligations.
Agree specialist work separately
Percentage-of-completion calculations, specialist revenue recognition, certified project costing and professional compliance are separately assessed.
Your proposal identifies the accounts, periods, reports, fees and delivery dependencies. A named human reviewer checks the agreed work. Manual statement uploads are an option; a bank connection is not mandatory.
Questions before
you get started.
Can you report by project phase?
We assess available references and software categories. The proposal confirms phase reporting and any additional allocation work.
Do you manage project budgets?
Budget administration is not automatically part of the monthly bookkeeping engagement. We can assess specific report requirements separately.
A clear next step
for your books.
Tell us about your architecture and engineering practices records, software and the periods needing support. We’ll assess fit, records, scope and price before confirming work.
Please share a short description only. Keep financial documents, passwords and account numbers out of this enquiry form.