"Very useful online dashboards make searching for missing support much easier."Ryan Maarschalk, CPAFractional CFO, Maarschalk CFO
Professional services bookkeeping
Stop letting bookkeeping steal your billable time.
You did not build a professional practice to spend evenings chasing receipts, reconciling payments, and wondering which clients or projects are actually profitable. Agile keeps your books current with connected apps, quick follow-up, weekly updates, and reports you can use without turning bookkeeping into another unpaid job.
Less admin timeCleaner billing visibilityCPA-managed bookkeeping
Client proof
Trusted by professional service firms just like yours.
"They are on top of things, easy to communicate with, and work really well with our team."Ryan LermitteOwner, Umbrella Property Services
"Because things are updated and shared in real time, I'm able to catch anything out of place."Ashley ReinaCEO and Founder, Therabyte
Professional services reality
Bookkeeping feels extra annoying when every hour has a better use.
Professional service firms run on time, trust, and client delivery. Bookkeeping gets frustrating because it pulls attention away from billable work, client follow-up, hiring, and the actual expertise clients pay you for.
Admin eats into real work
Receipts, invoices, coding questions, and month-end cleanup should not keep stealing time from clients, files, projects, or business development.
Cash gets stuck in the details
Client invoices, retainers, deposits, reimbursable expenses, payment timing, and overdue receivables need to stay visible before cash flow gets tight.
Busy does not always mean profitable
Revenue can look strong while contractor costs, software, payroll, write-offs, or underpriced work quietly squeeze margins.
Less than five minutes a week
Professional Services: Complexity Made Easy
Client billing, retainers, deposits, reimbursable expenses, contractor costs, payroll, subscriptions, sales tax, and accounts receivable can make professional services bookkeeping feel like a second job. Agile keeps your part simple so you can stay current without giving up more evenings or billable hours.
It's as easy as one, two, three.
Upload Backup On The Go
Snap a photo of receipts or forward invoices via email.
Quick Responses
Agile publishes any questions or clarifications to the Agile App for you to respond to quickly and easily when you have a moment.
Get Reports
Take back control over your business decisions with accurate, real-time reports and an AI analyzer in the Agile App.
How Agile helps
A bookkeeping workflow built around client work, billing, and margins.
Protect billable time
Use the Agile App to answer quick questions and upload missing support without getting dragged into long bookkeeping threads.
Keep client money visible
Track deposits, retainers, invoices, payments, and overdue receivables so cash flow does not get buried behind client work.
Organize project costs
Keep contractors, reimbursable expenses, software, payroll, and operating costs cleaner as the practice grows.
See what is actually profitable
Use current reports and AI-supported analysis to understand revenue, costs, margins, and trends before decisions become reactive.
Connected tools
Agile plugs into the apps you already use to run your business.
QuickBooks, Dext, bank feeds, payroll, payment processors, practice management tools, time tracking, invoicing systems, and more connect with the Agile App so receipts, billing details, quick questions, and reports stay visible while CPA accountants review the details.
What clarity unlocks
Know where time, cash, and profit are going.
When a client is slow to pay, a project is running over budget, or the team is too busy to chase the books, professional service firms need current numbers they can trust. Agile helps turn bookkeeping from an annoying admin task into cleaner visibility for better business decisions.
- See receivables, deposits, and payment timing more clearly.
- Keep contractor, payroll, software, and reimbursable expenses organized.
- Understand whether client work is creating healthy margins.
- Bring cleaner reports to partners, lenders, advisors, and planning meetings.
Recommended next steps
Helpful services for professional service firms
Monthly Bookkeeping
Keep client revenue, expenses, reconciliations, reports, and client follow-up moving month after month.
Explore serviceCatch-Up Bookkeeping
Bring overdue books current before tax deadlines, financing, partner reviews, or major business decisions.
Explore serviceAccounts Payable
Organize vendor bills, contractor invoices, approvals, due dates, and payment support without extra inbox chaos.
Explore serviceSales Tax Filing
Keep GST/HST, PST, and sales tax details organized around your invoices, deposits, and payment tools.
Ask about filing supportFAQ
Professional services bookkeeping questions
Can Agile reduce the time our firm spends on bookkeeping?
Yes. Agile is built to reduce owner and team admin by keeping questions, missing support, uploads, and reporting inside a simple app-supported workflow.
Can Agile help professional service firms track receivables?
Yes. Agile can help keep invoices, deposits, payment timing, and accounts receivable cleaner so owners can see what is collected and what still needs attention.
Does Agile support law firms, agencies, consultants, and real estate businesses?
Yes. Agile supports many Canadian professional service firms, including legal, marketing, advisory, consulting, and real estate-related businesses. Agile can support trust accounting workflows, but tax advice should be reviewed by the appropriate professional.
Can Agile help us understand project or client profitability?
Yes. Current bookkeeping, cleaner expense categories, and useful reports can help owners review revenue, costs, margins, and trends by the level of detail available in the workflow.
Next Step
Ready to make bookkeeping less annoying?
Get a custom bookkeeping quote and take the next step toward cleaner books, fewer admin headaches, and reports that help you run the firm with more confidence.