Accounting for firms that bill by the hour.
Clean books, strategic tax planning, and CFO-level financial insight — built for consultants, agencies, law firms, architects, and service-based businesses across San Diego.
The financial challenges service firms face every day.
Professional service businesses have unique financial complexity. You're selling expertise — your books should reflect that precision.
Revenue is inconsistent month to month
Project-based billing, retainers, and irregular client payments make it hard to forecast cash flow or plan for growth.
You're overpaying on self-employment taxes
Most solo consultants and small firms aren't structured correctly — and pay far more in SE taxes than they should.
Owner compensation is a guessing game
How much should you pay yourself? What's the right S-Corp salary? Most owners have no idea — and it costs them.
Tracking billable hours vs. actual profit
You track hours but not profitability. Some clients take 3x the work for the same fee — and you don't know which ones.
Invoicing and AR are always a mess
Chasing payments, late invoices, and unrecorded revenue create gaps in your books and cash flow headaches.
No time to think about finances strategically
You're busy delivering for clients. Financial strategy — pricing, margins, growth planning — never gets the attention it deserves.
Three services. One team.
From monthly bookkeeping to tax strategy and fractional CFO support — we give professional service firms the financial infrastructure to grow with confidence.
Bookkeeping
Monthly reconciliation, revenue tracking, and clean financials — so you always know exactly how your firm is performing.
- Monthly bank reconciliation
- Revenue & retainer tracking
- P&L and balance sheet
- Accounts receivable management
- QuickBooks Online setup & maintenance
Tax Preparation & Planning
Strategic tax planning built around S-Corp elections, owner compensation, business deductions, and quarterly estimated taxes.
- Business tax returns (S-Corp, LLC)
- S-Corp election & salary planning
- Self-employment tax optimization
- Quarterly estimated tax payments
- Year-round proactive planning
CFO Services
Financial strategy, cash flow forecasting, and profitability analysis — so you can price better, hire smarter, and scale faster.
- Cash flow forecasting
- Client profitability analysis
- Pricing & margin strategy
- Budget vs. actual reporting
- Monthly CFO review calls
A CPA who understands how service firms make money.
Professional service businesses aren't just selling products — they're selling time, expertise, and relationships. We understand your revenue model and build financial systems around it so you can focus on doing great work for your clients.
- Licensed CPA — not just a bookkeeper
- S-Corp election & owner comp optimization
- Revenue & retainer tracking built into your books
- Proactive — we flag issues before they become problems
- 48-hour response guarantee, always
- Month-to-month — no long-term contracts
Every type of service-based business.
If you sell expertise, advice, or creative services — we understand your business model and know how to keep your books clean and your taxes optimized.
Consultants
Creative Agencies
Law Firms
Architects
Marketing Agencies
Coaches & Trainers
IT & Tech Consultants
And More
Businesses that trust
Accounting Fresh.
"Accounting Fresh has been a game changer for my small business. David and his team take bookkeeping and accounting off my plate completely and do it with care, accuracy, and attention to detail."
"We had a 12 out of 10 experience with David and his team. They are reliable, organized, efficient, and wonderful to work with. We strongly encourage their services."
"David / Accounting Fresh are super helpful and knowledgeable on many aspects of business accounting and have been instrumental in assisting our business transition and transformation."
Financial guides for service businesses.
Your expertise deserves better financials.
Schedule a free call with David — a licensed CPA who understands how service firms work. We'll review your books and show you exactly what we'd improve.