Industry
Professional Services
Tax, accounting, bookkeeping and advisory firms.
Practices whose entire operation is deadlines, documents and recurring work. We built a bookkeeping system for exactly this: the parts of an accounting suite a small firm actually uses, without the subscription.
The problem
What operators here actually deal with
- Deadline-driven work tracked in someone's head
- Client document collection consuming the whole of filing season
- Recurring engagements not automatically re-raised
- Subscription accounting suites priced far beyond what gets used
What we build about it
- Bookkeeping and practice systems owned outright
- Client intake and document collection automated
- Recurring work and deadline tracking with automatic chasing
- Reporting the partner can read without exporting anything
Purpose-built
Products we made for this sector
Questions
Professional Services: common questions
Have you actually worked in professional services?
Yes. 1 live client site in this sector, across United States. We have also built a product specifically for it: Zetra Books.
What do you typically build for professional services businesses?
Bookkeeping and practice systems owned outright. Client intake and document collection automated. Recurring work and deadline tracking with automatic chasing. Reporting the partner can read without exporting anything.
Do we own the system afterwards?
Yes. Deployed on infrastructure you control, no per-seat fee, no lock-in. That is the whole basis of how we price: you buy a system rather than rent access to one.
Where do you work?
The United States, Canada, the United Kingdom, Ireland and the Middle East. Everything is remote-first with a fixed scope and a date agreed before we start.
Running a professional services business?
A short conversation, a fixed scope and a date. No retainer, no lock-in.