Accounting built for the realities of running a professional service firm
Running a professional service firm comes with financial complexity
Between managing people, tracking time, setting pricing, handling payroll, partner compensation, and planning for taxes, professional service firm leaders are pulled in many directions at once. When your accounting does not reflect how your firm actually operates, it becomes harder to understand profitability and plan confidently.
Clear, accurate financials give you visibility into where revenue is coming from, how time and people are being utilized, and what decisions will have the biggest impact.
The difference the right accounting partner can make
We specialize in professional service firms, which means we understand how time-based businesses operate and how financial clarity supports better decisions.
Most Common Struggles
We See
- You do not have clear visibility into profitability by service line or team
- Partner compensation and distributions require frequent adjustments
- Utilization and staffing decisions are difficult to evaluate financially
- Tax planning happens too late in the year
After Specialized Accounting Services
- Clear reporting by service line and team
- More structured partner compensation planning
- Financial insight to support pricing and staffing decisions
- Proactive, year round tax planning
Trusted by Businesses Nationwide
Guided by experienced professionals who understand your industry
Partner in Charge of Tax
Partner
We handle every part of your firm’s financial picture
We make it really easy to get started
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We build your accounting and tax strategy around how your firm actually operates.
Q1. What professional service franchise brands does SAS work with?
We work with owners across Real Property Management, Dimensional Search, Schooley Mitchell, The Entrepreneur’s Source, and FocalPoint, among others. Our experience across multiple professional service systems gives us familiarity with the revenue models, partner structures, and compliance requirements that vary from franchise to franchise.
Q2. How does SAS track profitability by service line or team in a professional service firm?
We configure your accounting to separate revenue and direct costs by service type, client segment, or team, so you can see which service lines are generating the most profit and which are consuming disproportionate overhead, rather than looking at a blended margin that hides the differences.
Q3. How do you handle partner compensation and distributions in a professional service firm?
Partner compensation often involves salary, performance bonuses, and profit distributions — each with different tax treatment. We help you establish a compensation framework that is tax-efficient, defensible under IRS reasonable compensation standards, and aligned with how the firm’s profits are actually generated.
Q4. Can SAS handle accounting for a professional service franchise with multiple locations or territories?
Yes. We set up territory-level reporting so you can evaluate performance across your franchise footprint, which territories are growing, which need attention, and how overhead is being allocated rather than managing everything through a single blended P&L.
Q5. How does SAS coordinate with time-tracking or project management systems?
We connect time-tracking and PSA platforms to your accounting system so billable hours, project costs, and revenue recognition are reflected correctly in your financial reports, eliminating manual data entry and giving you accurate real-time visibility into project-level profitability.