Accounting and bookkeeping for professional firms, from billing to collection
Clean books, coordinated partners, and your tax return.
- Monthly books you can read
- Billing and collections tracked
- Draws and estimates planned
- Firm and partners together
- Healthcare
- Construction
- Manufacturing
- Professional Services
- Retail
Sound familiar?
The work is billable; the books are not keeping up
Your revenue is time: billed when the work is done and collected some weeks or months after that. Retainers arrive before the work happens, invoices go out and sit, and effort piles up as unbilled work in progress. So the firm’s real position, what you have actually earned versus what has landed, is genuinely hard to see without reconciled monthly books that track billing and collections. Most firms are running on a bank balance and a gut feel.
When the books lag, the cash timing turns into surprises, and the partner side compounds it. Each partner draws through the year and receives a K-1 (the schedule reporting each partner’s share of the firm’s profit) that lands on a personal return. If nobody is coordinating the draws, the estimates, and the firm’s timing, partners get blindsided in April and the firm scrambles for cash it thought it had.
The partners who come to us want the firm’s books and cash timing handled by people who see the numbers all year, not a preparer who shows up in the spring.
Our approach
The firm's books, kept by the people who sign its return
At Voss, a professional firm starts with the books. Accounts are reconciled monthly and financial statements come in plain terms, with billing, collections, and work in progress tracked so the firm’s real position is visible rather than guessed. When the numbers are clean, the timing questions that drive your taxes become decisions instead of year-end surprises.
From there, the planning: draw and distribution coordination across the partners, quarterly estimates calculated for each one, and a fall projection so nobody is caught out. Where you hold client funds, trust-account bookkeeping is kept clean. And because the same firm prepares each partner’s personal return, the K-1s and the 1040s line up instead of surprising anyone.
Reconciled monthly, tracking billing, collections, and work in progress, so the firm’s timing is a decision, not a discovery.
Draws, distributions, and quarterly estimates get planned across the partners so April holds no shocks.
A flat arrangement, in writing, in an engagement letter you sign first.
The Clean Books Standard
Most firms go silent May through January, then scramble February through April. We run the opposite way — a clean file isn’t an accident, it’s a standard we hold every month.
We move your file and clean it up.
Sign one authorization and we pull your prior returns, schedules, and books from your old firm. The switch happens in the background.
- Prior-year return reviewed for missed deductions
- Every account reconciled, books brought current
- Live within 30–60 days of signing
We project your tax bill before April.
When your year calls for it, we run a full tax projection before year-end, so you know what you’ll owe with months to plan, not days, and weigh the tax impact of big decisions first.
- Tax projections available as needed
- Quarterly federal & Mississippi estimates
- No scrambling for cash nobody warned you about
One firm, every filing, year-round.
Business return, personal return, payroll, sales tax, the Mississippi Department of Revenue (MS DOR), the IRS — all under one roof, all signed by a credentialed CPA. A letter shows up, we handle it.
- A credentialed CPA on the line, not a call center
- Monthly financials hit your inbox
- IRS & MS DOR letters handled by the firm
What that means for you.
Because billing, collections, and work in progress get tracked, the firm’s real position is visible instead of guessed from the bank balance.
Because financials are current and reconciled, the partners see the firm on real figures rather than a spring reconstruction.
Because the timing is managed, the firm’s tax position stops being a year-end surprise built on unbilled work.
Because draws and estimates are coordinated, the K-1s land as planned instead of as an April shock.
Because client-fund accounting is kept properly, the record holds up to scrutiny.
Because the same firm prepares the partnership return and each partner’s 1040, nothing falls between the firm and the individuals.
Filers who stopped hoping someone checked the work.
A few words from Pine Belt individuals and owners who moved their returns to Voss & Associates.
“My old firm kept handing me to a new preparer every spring. At Voss, the same CPA signs my return every year and actually remembers the rental we sold. The K-1s and brokerage statements stopped being something I dreaded.”
Retired physician · Hattiesburg
“I knew my fee before any work started — in writing. No surprise invoice, no hourly meter. For a return with a partnership K-1 and an IRA distribution, that peace of mind is worth a lot.”
Partnership owner · Petal
“The IRS sent a letter about a prior-year item and I just forwarded it. Ric handled the response and stood behind the work. I didn’t lose a single night of sleep over it.”
Rental owner · Laurel
Before you call
What partners ask first
The real question for a firm like yours is whether we can keep pace with how your revenue actually lands: billed, collected on a lag, sitting in work in progress. That timing is what drives your taxes, and it is the core of what we track, reconciled books that show the firm’s real position and estimates coordinated across the partners so nobody is blindsided in April.
If you are a law firm, the question underneath that is trust accounting. Bring it to a Fit Conversation and we will tell you exactly how we handle client funds, so the record holds up.
Cost is one arrangement, set at your consultation and put in writing, across the firm return and the partners. The frame that matters: coordinated draws and estimates tend to prevent the April cash scrambles that cost a firm far more than the engagement.
Zero pressure. Ever.
Your consultation is a real conversation with a CPA, not a sales pitch. If Voss isn’t the right fit for your business, we’ll tell you on the call and point you toward a firm that is. No contracts to trap you, no surprise invoices, and every return signed by a credentialed CPA who stands behind the work.
Month to month — stay because it works.
Your pricing agreed in writing up front.
Received a tax letter on our work? We handle it.
The questions we hear most.
Hand your return to a CPA who'll still know it next year.
Your pricing in writing, a credentialed CPA who signs the work, and answers when your decisions can’t wait for spring. Start with a no-cost Fit Conversation.