EXEC FINANCIALS, PLLC
Professional Service Firms Need a Different Accounting Approach
Service-based businesses deal with retainers, project revenue, irregular cash flow, and payroll-heavy cost structures. Generic accounting firms miss these nuances—and firms pay the price.
Built for Service-Based Businesses
Exec Financials designs accounting systems specifically for professional firms, giving you clarity, control, and confidence in your numbers.
Services
Core Bookkeeping
Best for small professional firms under $1M revenue who just want clean books.
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Monthly bookkeeping & reconciliations
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Revenue accuracy & categorization
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AP & expense tracking
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Payroll journal entries
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Month-end close
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Monthly P&L + Balance Sheet
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Email Support (48-hour response)
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Tax Ready Books for CPA
Monthly Financial Oversight (Most Popular)
Best for growing firms $750k–$5M that want clarity & control.
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Everything in tier 1
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Monthly financial review call (30–45 min)
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Cash flow guidance (next 60–90 days)
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KPI summary dashboard
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Variance analysis & trends
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Profitability analysis
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Priority email support (24-hour)
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CPA coordination for taxes
Fractional Controller / CFO
Best for firms doing $3M–$20M+ that need active financial leadership.
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Everything in tier 2
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Weekly financial oversight
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Rolling 12-month cash flow forecast
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Budget vs actuals every month
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Department / job / partner profitability
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AR/AP oversight & cash acceleration
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Monthly executive summary
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Quarterly strategic planning session
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Direct Slack access
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Same-day response time
Software We Support
We integrate seamlessly with modern professional service firm systems. (Not limited to below logos)
Who We Work Best With
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Law firms
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Consulting & advisory firms
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Marketing & creative agencies
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Engineering & technical services
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Owner- or partner-led businesses
Why Firms Choose Exec Financials
✔ Service-business expertise
✔ Clean, consistent financials
✔ Proactive financial oversight
✔ Executive-level communication
✔ Scalable support