Professional Services Firm Accounting

Professional service firms — including law practices, marketing agencies, consultancies, and medical offices — depend on strong financial systems to manage billing, staffing, and profitability. Sunrise Alliance LLC provides accounting, bookkeeping, and CFO-level support to help service-based businesses improve visibility, efficiency, and growth.

We specialize in helping client-focused firms streamline their financial processes, strengthen cash flow, and build data-driven strategies for sustainable performance.

Core Services:

• Time-Based Billing and Revenue Tracking: Align billing cycles with client projects to improve cash flow.
   
• Trust and Retainer Accounting: Maintain compliance with IOLTA and escrow regulations.
   
• Payroll and Contractor Management: Ensure timely and accurate payment processing for employees and 1099 contractors.
   
• Expense Tracking & Reimbursement: Capture and categorize project expenses for accurate reporting.
   
• Budgeting & Forecasting: Support for goal-setting, pricing strategy, and resource planning.
   
• Financial Reporting & Analysis: Custom reports for revenue by client, project, or department.
   
• Fractional CFO Services: Strategic guidance on growth, capacity planning, and profitability improvement.
   

• Specialized Knowledge: Deep understanding of professional firm operations and billing structures.
   
• Actionable Financial Data: Reports that reveal profitability drivers across clients and service lines.
   
• Integrated Systems: Expertise in QuickBooks, Clio, and practice-management software.
   
• Proactive Advisory: Guidance designed to support firm growth and long-term stability.
   

Partner with an accounting firm that understands your business model and your goals.
Contact info@sunriseledger.com or (631) 392-8089 for a consultation.