Accounting for Professional Services
Your product is time. Spend it on clients
The less time the practice spends on paperwork, the more it has to sell. MyCloudBook keeps the business side quiet and predictable, from proposal to payment.
Proposals that close
Engagements start with a scope and a price. An unclear proposal causes scope creep, and a slow one loses the client.
Send a clean, priced estimate while the conversation is still warm, and convert it into an invoice the moment it is approved.
- Estimates — scope and price on one professional document.
- Invoices — approval turns into billing without retyping.
- Files Attachment — the signed scope stored with the engagement.
Retainers on autopilot
Monthly retainers mean recreating the same invoice twelve times a year for every client. Forget one, and revenue quietly leaks.
Define the retainer once. MyCloudBook bills it on schedule, and clients settle it online.
- Subscription Services — retainers billed on schedule, every cycle.
- PayPal & Stripe — clients pay the moment the invoice arrives.
- Recurring Tasks — the routine around the cycle, automated.
Know which engagements are worth repeating
Fee income looks healthy until you count the hours and costs a difficult engagement consumed.
Track each engagement as a project and read its real profitability before you price the next one like it.
- Projects Profitability Tracking — revenue and cost per engagement.
- Expenses — the small costs that erode a fee, recorded.
- Income Statement — the practice's result, always current.
A practice without borders
International clients expect invoices in their currency. Your books need one consistent currency to make sense.
Documents carry the client's currency while the accounts stay in yours, and the interface speaks your team's language.
- Multiple Currency — bill in theirs, report in yours.
- Customers Statement — every client relationship reconciled.
- Multi Language Interface — English, Arabic, and more.
Every feature, in every plan
MyCloudBook does not sell features back to you tier by tier. Every plan includes everything, with up to 100 users. Explore the full features list.