ACCOUNTING FOR SOFTWARE DEVELOPMENT & IT AGENCIES

Accounting That Scales With Your Codebase

We help software development and IT agency owners bring structure to the financial side of their business: clean books, reliable reporting, and insight into what's actually driving profitability. That means more time focused on delivery and growth, and less time chasing numbers.

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HOW WE HELP

Unlock Financial Clarity for Complex Projects

Dev shops and IT agencies juggle long timelines, shifting scopes, and revenue that doesn't always arrive when expected. We help you see past the complexity to understand what's actually driving your business forward.

Track Profitability by Project and Client

See which engagements are making money and which are eating hours. Understand margins by project, client, and service type so you can price and staff more effectively.

Manage Revenue Recognition and Milestone Billing

Retainers, T&M, and fixed-bid projects all hit the books differently. We help you recognize revenue correctly and understand how billing terms affect your cash position.

Get Clarity on Contractor and Employee Costs

Mixed teams of full-time developers and contract specialists can make costs hard to track. We help you see the full picture and stay on top of classification requirements.

Plan for Hiring and Capacity With Confidence

Know whether you have the margin to bring on another developer or take on a new project. Forecast utilization and labor costs before you commit.

IT agency KPIs
A DEV SHOP FOCUSED CPA FIRM

We Know What Makes IT Agencies Tick

Projects that run over scope while the budget stays fixed. Milestone payments that arrive months after the work is done. Revenue that looks great on paper but hasn't hit the bank. Confusion about whether that senior contractor should actually be on payroll. We help dev shop and IT agency owners untangle these issues and get clear on what's actually driving profitability.

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Accounting & Finance Services for Dev Shops and IT Agencies

Your books should reflect how your agency actually operates. We track revenue and margins by project, break out contractor vs. employee costs, and reconcile the gap between delivered work and collected cash. Monthly reporting shows you what's working and what's leaking money.

Accounting & Bookkeeping

We set up your books to track what actually matters: revenue and margins by client, placement profitability, payroll and contractor costs, and the timing difference between cash out and cash in. Get monthly reporting that shows you where the money is coming from and where it's going.

GET RELIABLE FINANCIALS

Fractional CFO & Strategic Advisory

Big decisions deserve better than gut instinct. Fixed-bid or T&M? Hire or subcontract? Expand capacity or tighten scope? We model the scenarios and show you the numbers so you can weigh the tradeoffs and move forward with confidence.

UNLOCK FINANCIAL CLARITY

Tax Support, Planning, & Preparation

Dev shops often leave money on the table. R&D tax credits, entity structure optimization, retirement contributions, owner compensation strategy. We handle quarterly estimates and year-end filings while making sure you're capturing every advantage available to you.

MAKE SMARTER TAX MOVES
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Whatever You Build, We Know How To Account For

Whether you're building custom software for clients or managing ongoing IT infrastructure, we understand the financial mechanics behind your business. Your model may vary, but the need for clean books, clear margins, and predictable cash flow doesn't.

Software Development Agencies

Teams building custom applications, websites, mobile apps, and digital products.

Managed IT Services Providers

Firms providing ongoing IT support, infrastructure management, and technical services on retainer.

Technical Consultancies

Specialists offering architecture, strategy, and advisory services alongside implementation work.

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Your Code is Clean. Your Books Should Be Too.

You don't need to build an in-house finance team to run a well-managed dev shop. You need experienced support that understands how your business works and helps you make better decisions as you grow. If you're looking for a finance partner who gets tech services, we should talk.