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Who We Help  ›  Professional & Service Businesses

Bookkeeping for Consultants
& Consulting Firms

Consultants often have variable monthly revenue, home office deductions, and significant business expenses that require careful tracking to minimize taxes and maintain clean financials.

Book a Free Consultation

No obligation · 30-minute call · Federally authorized Enrolled Agent

The Specific Challenges We Solve

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Revenue Recognition for Retainers

Monthly retainers and project-based billing have different revenue recognition rules. We ensure your income is recorded correctly — so your P&L reflects what you've earned, not just what's hit your bank account.

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Deductible Business Expenses

Home office, travel, professional development, software, and marketing — consulting has rich deduction opportunities that go unclaimed without proper tracking. We build the categorization system that captures every legitimate expense.

Quarterly Estimated Tax Planning

Consultants are typically self-employed, meaning SE tax applies plus quarterly estimated payments. We calculate your estimates based on actual YTD performance — not last year's numbers — so you're never over or underpaying.

A Bookkeeper Who's Also a Federally authorized Enrolled Agent

Most bookkeepers categorize transactions and hand you a report. Simple Books Now does that — and our Licensed EA can also represent you before the IRS, file your business and personal tax returns, and advise on tax strategy year-round. One firm. No referrals. No gaps.

Licensed by the IRS — can represent you in audits, notices, and collections
Combines bookkeeping and tax strategy in one flat monthly engagement
Direct access to Luisa — no junior staff, no support queue
Serves clients in all 50 states — fully remote
Books delivered by the 15th of each month
Flat monthly rate — no hourly billing or surprise invoices

Ready to Get Your Books in Order?

Book a free 30-minute consultation. She knows the numbers for your type of business and will give you a clear picture of what we can do.

Book a Free Consultation

No obligation · Flat monthly rates · Federally authorized Enrolled Agent