Consultants
Your billable rate is too high for DIY bookkeeping. We cost less and do it right.
A Familiar Pattern
You help organizations get their act together. Strategy, operations, technology, people. Clients pay premium rates because you deliver results. Then you get home and there’s a pile of receipts on the desk and a QuickBooks file you haven’t touched since February.
We see this constantly. The management consultant advising Fortune 500 companies whose own books are three months behind. The IT consultant building systems for clients while their own expense tracking lives in a spreadsheet from 2019. The business coach helping entrepreneurs scale while having no clear picture of their own profitability. It makes sense. You went independent to do the work you love, not to become your own accounting department.
Who This Covers
Who This Covers
Management consultants, HR consultants, IT consultants, business coaches, independent advisors. Anyone selling expertise by the hour or the project and running their practice from a home office or small setup in MetroWest or Greater Boston.
The Reality
The Reality
Bank statements unopened for weeks. Receipts piling up in an envelope. A vague sense of what you actually netted last year. Quarterly estimates calculated by guessing. Tax time involves a panicked weekend organizing everything you should have tracked all along.
The Math Makes Sense
Run the numbers. If you bill $175 an hour and spend four hours a month fumbling through bookkeeping, that’s $700 in opportunity cost. Every single month. For work you don’t enjoy and aren’t trained for. Over a year that’s $8,400 in time you could have spent on billable client work.
We cost less than that and we do it correctly. Your books get reconciled. Your transactions get categorized consistently. Your quarterly estimates get calculated based on actual income, not guesswork. You get that time back to focus on clients.
Straightforward Engagement
Straightforward Engagement
Most consultants need basic monthly bookkeeping. Income tracked, expenses categorized, bank accounts reconciled, quarterly estimates calculated. We handle it without overcomplicating things. Your practice is simple and your bookkeeping should be too.
Predictable Cost
Predictable Cost
Flat monthly rate. You know exactly what you’re paying. Build it into your overhead and stop thinking about it. No surprises, no hourly billing that creeps up when you ask questions.
What Nobody Explained
You were excellent at your job in corporate. Finance was someone else’s department. Payroll happened automatically. Taxes got handled. Expense reports went to accounting. Then you went independent and suddenly every bit of it landed on your desk.
The first year catches most people off guard. Self-employment tax is 15.3% on top of income tax and it hits hard in April. The IRS wants estimated payments four times a year and penalizes you for underpaying. You’re supposed to track every business expense but nobody taught you what qualifies or how to document it. Whether to form an LLC or elect S-Corp status feels like a decision that requires an MBA to understand.
Quarterly Estimates
Quarterly Estimates
The IRS expects payment four times a year now. Miss a payment or underpay significantly and there’s a penalty waiting. We track your income throughout the year and calculate what you owe so the amounts are based on reality instead of last year’s numbers or wishful thinking.
Self-Employment Tax
Self-Employment Tax
That 15.3% on top of your income tax rate is a genuine shock the first time you file. We help you anticipate it throughout the year so April doesn’t become a financial emergency. Planning ahead turns a crisis into a known expense.
Business Deductions
Business Deductions
Home office, client travel, software subscriptions, professional development, business meals. These deductions add up but only if you track them properly. Most consultants leave money on the table because documenting everything takes time they don’t have.
Entity Structure
Entity Structure
Should you be an LLC? Does S-Corp election make sense at your income level? What actually changes? We can help you think through whether restructuring saves money and connect you with a CPA when it’s time to make the move.
What Changes
Your consulting practice is not complicated. You sell your time and expertise. Revenue comes in from clients. Expenses go out for software and travel and the occasional working lunch. The government takes their cut. That’s essentially the whole picture.
It feels like a headache because it’s one more thing demanding attention when you’re already running a business solo. Hand it off. We close your books monthly, track your estimates, document your deductions, and make sure your CPA has clean numbers at tax time. You go back to focusing on the client work that actually generates revenue.
Clean Monthly Picture
Clean Monthly Picture
Books reconciled, transactions categorized correctly, reports ready when you need them. You can actually see what you earned and what you spent. Decisions about pricing, taking on work, or making investments get based on real numbers instead of gut feel.
Tax Season Without Scrambling
Tax Season Without Scrambling
Everything organized and documented throughout the year. Your CPA gets clean financials and properly tracked deductions. No frantic weekends in March trying to reconstruct what happened. No penalties for missed estimates. Just a routine process.
Greater Boston's Trusted Bookkeeping Partner
The Next Step:
A Short Conversation
We'll ask a few questions, figure out what you need, and give you a straightforward quote.