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NorthlineAdvisory

Industries

Professional Services

Project profitability, partner compensation and tax planning for agencies, consultancies and law firms.

Agencies, consultancies, architecture and law firms sell expertise by the hour or project. We give partners clear visibility into utilization, project margins and cash collection, plus tax structures that reward growth.

Common challenges

  • Knowing which clients and projects are truly profitable
  • Work in progress and unbilled revenue
  • Partner draws and guaranteed payments
  • NYC Unincorporated Business Tax

How we help

  • Project-level P&L integrated with time tracking
  • WIP schedules and accrual-basis reporting
  • Partner compensation modeling and K-1 planning
  • Entity and PTET elections to reduce state tax
  • Bookkeeping & Payroll

    Accrual-basis books closed by day 10, plus multi-state payroll, benefits and contractor payments.

    From $650/mo

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  • Corporate Tax

    Federal, state and city corporate tax planning and filing for C-corps, S-corps and partnerships.

    From $3,500/yr

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  • Fractional CFO

    Forecasting, fundraising support, board reporting and unit economics from an experienced CFO, part-time.

    From $3,500/mo

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Specialists in the sectors we serve

  • SaaS

    ASC 606 revenue, SaaS metrics and multi-state sales tax for subscription software.

  • E-commerce

    Inventory accounting, marketplace reconciliations and sales tax for DTC and Amazon brands.

  • Healthcare

    Practice accounting, payer reconciliation and entity structuring for medical and dental groups.

Talk to an industry specialist

Book a free 30-minute consultation. We will review your current setup and send a fixed-fee proposal within two business days.