Bookkeeping & CFO Services for Professional and Service Businesses

Know which clients and services actually make you money.

In a service business, you sell time and expertise. Payroll is your biggest cost, cash depends on how fast clients pay, and one large client can mask a dozen unprofitable ones. Without the right setup, the books show a total but not the story behind it.

We help service firms see profit by client and by service, keep billing and collections on track, and plan cash around payroll.

Working with Sandra has lifted so much off my plate as a business owner. I can now focus more on my clients, knowing that Sandra and her team are expertly managing account receivables, billing, and providing monthly reports. These reports allow us to make informed decisions and strategically scale the business based on the numbers.
— Florence Gabbay & Diane Cattan, On Brand Media

Working with Lazar Accounting has been an absolute game-changer for my business. Having the peace of mind that all my numbers are being handled so accurately and professionally has made running my business so much easier. Bookkeeping can be overwhelming, but they’ve made the entire process stress-free and seamless.

I especially want to highlight how amazing it has been working with Sandra. She is not only incredibly knowledgeable but also so kind and helpful. She takes the time to guide us through important decisions and makes sure we’re set up to make the right moves for the business. Her support and insight have been invaluable.

I couldn’t recommend Lazar Accounting more highly—they’ve given me the confidence and clarity to focus on growing my business while knowing everything behind the scenes is taken care of.

— Michelle B & Frieda Sitt, Roots & Remedies
Two lawyers sitting at a desk with a gavel and scales of justice.

Who we work with:

  • Consultants and advisory firms
  • Marketing, creative and design agencies
  • Travel agencies and event planners
  • Other service-based businesses

Services we provide:

  • Monthly bookkeeping and financial statements
  • Client billing and accounts receivable tracking
  • Profit reporting by client, project or service line
  • Payroll and contractor cost tracking
  • Client deposits and prepayments tracked correctly (common for agencies and travel businesses)
  • Commission tracking for travel and booking businesses
  • Cash flow planning around payroll and slow-paying clients
  • Budgets, pricing analysis and fractional CFO support

Common issues we help fix:

  • Client deposits recorded as income before the work is done
  • No way to tell which clients or services are profitable
  • Invoices going out late and collections slipping
  • Payroll stretching cash in slower months
  • Contractor payments not tracked for 1099s

When should a service business get help?

  • You’re growing but profit isn’t keeping up
  • You’re hiring and need to know what you can afford
  • Collections are slow and cash is tight
  • You’re pricing new services or raising rates
Ready to take control of your finances and grow your business?

Book a free Zoom consultation and we’ll look at where your business stands and what would help most.

Let us help you build a financially healthy and sustainable business that supports your desired lifestyle.
1122 Ave J
Second floor
Brooklyn, NY 11230
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