01
Bookkeeping Setup
Build the financial foundation correctly from the start, including a PI-focused chart of accounts and case-level tracking structure.
Built by Private Investigators, for Private Investigators
You Know the Case. We Help You Know the Numbers.
If you are not clearly tracking the profitability of each case, client, and service line, it can be difficult to know where your firm is actually making money. We structure your books around the way investigative firms really operate.
We focus on what the numbers are telling you, so you can focus on the cases.
The Problem
Busy does not always mean profitable.
Your firm may be handling more cases, billing more hours, and generating more revenue. But if the financial picture stops at the monthly P&L, you may still be missing the information needed to manage the business well.
Which cases are producing the strongest margins?
Which clients are actually the most profitable?
How much investigator labor is costing you by assignment?
Are subcontractors expanding capacity—or compressing margins?
Are you pricing services from actual cost data or intuition?
Why We Built This
We faced the same questions in our own investigative business.
Traditional bookkeeping could tell us total revenue and total expenses. That was not enough. We wanted to understand what each case was really earning after investigator labor, subcontractor costs, mileage, travel, database fees, and other direct case expenses.
So we began structuring our own books around the economics of investigative work. That operating experience became the foundation for this service.
You do not have to teach us how an investigation works before we can understand the numbers behind it.
Services
Bookkeeping that helps you run the firm—not just prepare for taxes.
We combine accurate bookkeeping with a structure designed to make the economics of your investigative business easier to understand.
02
Monthly Bookkeeping
Transaction categorization, reconciliations, accounts tracking, contractor activity, and clean monthly financial statements.
03
Cleanup Bookkeeping
Bring overdue or disorganized books current and rebuild the reporting structure so the financials become useful again.
04
Management Reporting
Go beyond basic statements with clearer visibility into cases, clients, service lines, labor, margins, and operating performance.
What We Track Differently
We structure the books around how investigative work actually happens.
A surveillance assignment, a subcontracted investigation, a database search, and administrative payroll should not all disappear into generic expense categories if you want to understand profitability.
Investigator labor
Subcontractor costs
Mileage & travel
Database & records fees
Service of process costs
Reimbursable expenses
Client retainers
Case-level direct costs
Accounts receivable
Client profitability
Service-line profitability
Firm-level overhead
Our Perspective
“We did not choose private investigations as a niche after becoming bookkeepers. We came to bookkeeping from inside the investigative industry.”
Investigators first.
We created this service after recognizing the importance of understanding the financial performance of our own cases—not simply the amount we billed.
That means looking beyond revenue to the labor, travel, subcontractor, database, and other direct costs required to produce it.
Our goal is to help other investigative firms build the same financial discipline and visibility, so owners can make better decisions about pricing, clients, hiring, capacity, and growth.
How It Works
A simple process built around your firm.
We start by understanding how you bill, how work is performed, and how costs flow through your cases.
Step 01
Discovery Call
We learn about your firm, service mix, client structure, staffing, bookkeeping systems, and the financial questions you want answered.
Step 02
Structure & Setup
We review or establish your accounting structure so revenue, direct case costs, overhead, and reporting align with how the business operates.
Step 03
Ongoing Visibility
Your books are maintained consistently, giving you a clearer view of the financial performance behind the work your firm is doing.
Start With a Conversation
Know what every case is really earning.
You manage the cases. We help you understand the business behind them. Schedule a discovery call to discuss how your books are currently structured and where greater financial visibility could help.