Consultants, agencies, and practices run on retainers, billable hours, and receivables — clean books here are pure decision fuel.
Money received for future work isn't income yet. Booking it right keeps your P&L truthful.
Unbilled work and slow payers quietly strangle service firms. Your books should flag both monthly.
Salary vs. draw vs. S-corp distributions — the mix changes your tax bill meaningfully.
Every legitimate deduction you're entitled to — captured, documented, and defended. Here's where we look first:
At sufficient profit, S-corp election can cut self-employment tax. We model your break-even point before you decide.
As a liability until earned. We set up your invoicing so it happens automatically.
Yes — lender-ready P&L, balance sheet, and cash flow statements are standard deliverables.
This guide is general education, not individualized tax or legal advice — your situation is unique, which is exactly why the first call is free.
Free consultation — English y Español. We already know your industry.
