Invoices and milestones
Provide project references, invoice dates and the service periods covered.
Consultant bookkeeping services.
Consulting income often depends on invoice milestones and payment timing. We help organize the records, review customer balances and reconcile the agreed accounts each month. Your bookkeeping scope can include project categories and reimbursable costs when the underlying records support them.
Let’s talk about your booksAI-powered. Human-led. Month-end work with an agreed scope.
Start with the right question.
An invoice marked sent is not cash collected. Partial payments, reimbursable travel and personal-card purchases can leave the bank statement disconnected from the consulting work completed.
Useful inputs. Clear responsibilities.
Payment details
Include partial payments, credit notes and any receipts awaiting allocation.
Reimbursements
Identify client-approved expenses and whether they have been billed or collected.
Business costs
Supply contractor invoices, professional subscriptions and business-purpose notes for mixed purchases.
Clarify outstanding work and money
Review customer balances and distinguish deposits, earned fees and reimbursements under the agreed basis.
Review the monthly position
Check payment allocations and operating expenses, then provide the reports included in your proposal.
Illustrative example · Fictional data
Follow the business event.
Illustrative example: a fictional consultant sends a $3,000 invoice and receives $1,000. On an accrual basis, with the service fully earned and no other adjustments, the unpaid $2,000 remains a receivable. Sending another $3,000 invoice to explain the bank receipt would duplicate the original work.
Agree specialist work separately
Client collection calls, billing administration and business-tax advice require separate arrangements.
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 follow partial invoice payments?
We assess invoice and receipt records, check the existing allocations and report agreed outstanding balances.
Are reimbursable costs always income?
Treatment depends on the agreement and accounting policy. Identify the original expense and related client billing for review.
A clear next step
for your books.
Tell us about your consultants and advisory firms 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.