Professional Services Firms

Partner-level reporting and cash visibility

Law firms, agencies, consultancies, and advisory businesses need clean books, partner-level reporting, and cash flow visibility.

View Services

How we help

Our approach is tailored to the specific challenges and opportunities that professional services firms face.

  • Clean books and partner-level reporting on a predictable monthly cadence
  • Cash flow visibility, A/R tracking, and utilization-aware forecasting
  • Fractional CFO guidance for compensation, distributions, and growth planning

Why work with us?

  • CPA-led team with deep industry expertise
  • Services that scale with your business
  • Remote-first approach with national coverage
  • Transparent pricing with no surprises

Where we commonly support teams like this

Our remote-first approach means we can support businesses nationwide. Here are some of the markets where we work with professional services firms.

Ready to bring clarity to your financials?

Let's discuss how Assay AI can help your business achieve its financial goals with precision and confidence.

Learn Our Process