Professional & Service Businesses
Payments should fit the way you deliver your service.
Whether clients pay at the front desk, through an invoice, or on a recurring schedule, your payment setup should fit how you work.
Paid before they leave.
Paid after the work is done.
Paid on an agreed schedule.
One accounting firm. Three ways clients pay.
From a tax consultation to monthly bookkeeping, payment should fit the service.
AT THE APPOINTMENT
In-person
A client pays after a tax consultation.
AFTER THE WORK
Invoice
An invoice is sent when the return is completed.
EVERY MONTH
Recurring
Bookkeeping is billed on an authorized schedule.
Set up recurring billing with clear client authorization and secure card storage through your provider.
Recurring & Subscription Payments →Your business may need all three. They should work together.
Getting paid shouldn’t create more paperwork.
We help you evaluate ways to connect payments with the software you already use, reducing duplicate entry and making reconciliation easier.
BEFORE: MANUAL WORK
AFTER: CONNECTED RECORDS
- Match the payment.
- Apply the deposit.
- Update the records.
Illustrative workflow. Available integrations depend on your software and payment provider.
Lower processing fees can lose their value if the setup creates more manual work.
How we review processing costs →Tell us how your clients pay you.
Describe how work is booked, billed and recorded. We will help determine which payment methods fit your workflow and what should stay as it is.