Professional services · Fishers, IN · Serving the whole USA
Payroll is your biggest cost. Do you know which clients make money?
Retainers and milestones hit unevenly. Cash still surprises you.
WIP lives in a spreadsheet or in someone’s head.
You can’t see margin by client or service line.
Your books are behind, so pricing and hiring are guesses.
Our team gets service-firm books clean so you can see margin and plan payroll.
Rektio Accounting gives agencies, consultancies, engineering, IT and other B2B service firms doing $1 million to $15 million a year a team of two or three people. They do your monthly bookkeeping and controller work in QuickBooks Online. You get clean books and margin you can read by client or service line. Plans start at $1,500 a month.
✓ QuickBooks Online first ✓ A team of 2-3 on every account ✓ From $1,500/month
What does the team do each month?
The same team handles your books every month:
- Record and sort every transaction
- Track revenue and costs by client or service line
- Keep payroll tied to the books
- Reconcile bank and credit card accounts
- Close the books every month
- A U.S.-based account manager reviews the work before you see it
- Send plain-English monthly reports
Why do professional services books get messy?
Payroll is usually the biggest number. Revenue comes in as retainers, milestones and one-off projects. Work-in-progress often sits outside QuickBooks. If nobody ties people-cost to clients and closes the month, you don’t know who is profitable until it’s too late. We close it every month.
How does an in-house hire compare to the Rektio team?
An in-house hire and an outside team offer different ways to cover the work. Compare the scope, review and backup plan, not just the headcount.
| In-house hire | Rektio team | |
|---|---|---|
| Who you get | One person | A team of 2-3 |
| Skills covered | Depends on the person’s skills and scope | Bookkeeping plus controller work, CFO help as an add-on |
| Who checks the work | Depends on your review process | A U.S.-based account manager reviews it before you see it |
| If someone is out or quits | Coverage depends on your backup plan | Work is shared across a team of 2-3 |
| Cost | Salary, benefits, taxes, software and training | One monthly fee, from $1,500 |
| Hiring and training | On you | On us |
Can you help us plan hiring and cash?
Yes, with fractional CFO help as an add-on once the books are solid. That covers cash forecasting, pricing and planning for uneven billings.
What does it cost?
Monthly service starts at $1,500 a month. Your price depends on how many transactions you have, how many entities you run and how much controller help you need. We tell you the price before we start. Tax help and fractional CFO work are add-ons. We’re not the cheapest option, and we don’t try to be.
Who are we not a fit for?
We’d rather tell you now. We’re not a fit if:
- You need an audit or other assurance work. We don’t do that.
- You only want your taxes done. Tax help is an add-on to our monthly bookkeeping, not a stand-alone service.
- You’re shopping for the lowest price. We’re not the cheapest.
- You want a one-time project. We only take on ongoing monthly work. Catch-up for new monthly clients is built into onboarding or a special project. It is not a stand-alone cleanup.
Straight answers
Are you a CPA firm?
No. Rektio Accounting is a bookkeeping and controller team. We don’t do audits or other assurance work.
Do you do taxes?
Tax help is an add-on to our monthly bookkeeping. We don’t take on tax returns by themselves.
What software do you use?
We work in QuickBooks Online first. We set it up for client or class tracking and keep it running.
What if my books are behind?
If your books are behind when you start with us, we almost always build catch-up into the onboarding fee or handle it as a special project for new monthly clients. We don’t take catch-up work on its own.
Is there a long-term contract?
We’re month-to-month with 30 days’ notice.
Where are you based?
Fishers, Indiana. We’ve served clients across the USA since October 2018.
Ready to stop doing the books?
Book a call. We’ll look at where your books are and tell you straight if we’re a fit.