Consulting firm bookkeeping software in your own branded app

Consulting income arrives as monthly retainers, milestone payments or hourly invoices, and travel costs are often rebilled. Your team invoices on your firm’s templates and tracks which expenses are reimbursable so none slip through. Bank reconciliation confirms which engagements have paid, and AI categorisation sorts flights, hotels and software subscriptions.

Consulting clients appear in your console with their close progress and the receipts still parked for review. When a consultant returns from a long trip with a stack of receipts, your team sees exactly what is still waiting and can clear it before the engagement invoice goes out.

• Invoice retainers, milestones and hourly work
• Tag reimbursable travel for rebilling
• Reconcile payments by engagement
• Share engagement results under your brand

Consultants can bill heavily one quarter and very little the next. Monthly books help your firm show how much cash to hold back before the owner takes a draw. Entity structure, owner compensation and estimated tax planning remain your firm’s area of advice, supported by the clean numbers HelloBooks gives you.

Boutique firms with a few partners may keep a separate company for training or product work, so its results do not blur the advisory numbers. Higher plans support multi-entity books, and your practice can add staff whenever it needs them without per-seat charges.

Consulting companies each use a published HelloBooks plan, with your firm discount applied every time. HelloBooks has one customer in this arrangement: your firm. You set what each consultant pays you and invoice them under your own letterhead, whether that is a flat monthly rate or a tiered package.

Your firm owns the data and can export it for a partner buyout, a lender review or a consultant who is winding down the practice. Founding firms are welcome to join now and shape their consulting niche around their own branded platform.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.