Professional Services + United States

AI Bookkeeping for Professional Services in United States

SortBooks automates Xero bookkeeping for professional services businesses across United States. Full Sales Tax + Federal compliance with IRS, industry-specific automation and real-time financial reporting - purpose-built for United States's professional services sector.

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Bookkeeping Challenges for Professional Services in United States

WIP and unbilled revenue tracking

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for professional services businesses.

Trust account compliance

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for professional services businesses.

Partner distribution calculations

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for professional services businesses.

Timesheet-to-invoice reconciliation

SortBooks solves this with AI automation that understands United States's Sales Tax + Federal requirements for professional services businesses.

Industry-Specific Features

  • WIP and unbilled revenue tracking
  • Trust/escrow account reconciliation
  • Partner profit distribution
  • Timesheet-to-invoice matching
  • Disbursement tracking and recovery
  • Practice management integration

United States Compliance

  • Multi-state sales tax tracking
  • 1099 contractor payment tracking
  • IRS Schedule C preparation support
  • Quarterly estimated tax calculations
  • State-specific compliance (B&O, franchise tax, etc.)
  • Payroll tax reconciliation
“Trust account compliance is non-negotiable for law firms. SortBooks reconciles our trust account daily and flags any discrepancies immediately. Peace of mind.”

Andrew Barrett

Managing Partner, Barrett Law

Pricing

Less than your weekly coffee

Start with a 14-day free trial. Upgrade when you grow. No lock-in contracts.

Starter

$49/month

For sole traders and small businesses getting started

  • 1 Xero organisation
  • Up to 500 transactions/month
  • AI transaction categorisation
  • Basic BAS/VAT reports
  • Email support
  • 14-day free trial
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Most Popular

Professional

$149/month

For growing businesses that need full automation

  • Up to 3 Xero organisations
  • Unlimited transactions
  • AI transaction categorisation
  • AI CFO chat and insights
  • Full BAS/VAT compliance reports
  • Cash flow forecasting
  • Priority support
  • 14-day free trial
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Enterprise

$399/month

For accountants and multi-entity businesses

  • Unlimited Xero organisations
  • Everything in Professional
  • White-label reports
  • Multi-client dashboard
  • Dedicated account manager
  • 14-day free trial
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Automate bookkeeping for your United States professional services business

Join thousands of professional services businesses using SortBooks across United States.

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Professional Services Bookkeeping by City in United States

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