Professional services
Billing, documents, and financial visibility for firms.
Firms bill time and retainers, sign engagement letters, and answer to partners who want to know where the practice actually stands. BKS handles the billing cycle, the paperwork, and the reporting behind it.
What we hear
If any of this sounds familiar
These are the situations businesses in this position actually describe when they call.
- Retainers and monthly billing tracked outside the books
- Engagement letters chased by email for weeks
- Partners asking for numbers that take a week to assemble
- Realization and margin that nobody can see until year end
The order
What happens, in what sequence
Doing these out of order is how businesses pay twice. This is the path BKS runs.
- 1
- 2
- 3
Pay the team
Payroll for staff and 1099 reporting for the contractors and of-counsel arrangements alongside them.
- 4
See the practice
Statements by class or department, receivable aging, and a scheduled review of where the firm actually stands.
Services
What BKS runs for professional services businesses
Invoicing
Send invoices that post to your books and take payment.
Payments
Payment links on invoices and standalone requests.
E-Sign
Signatures with a cryptographic audit trail.
Documents
The records your business has to be able to produce.
Payroll
Run payroll, file the returns, keep the deposits on schedule.
Accounting and bookkeeping
Monthly books, reconciled and reported.
Financial reporting
Statements you can actually run a business from.
CFO and advisory
Someone reading the numbers with you, on a schedule.
Get your professional services business set up properly.
Tell us where things stand and you will get a written scope covering exactly what is needed, in order, with pricing, before anything is filed.
Prefer to write it out? Send us the details.