Accounting Software for Professional Services
Service firms need less inventory and more receivables discipline: invoices out fast, statements automatic, collections a cadence rather than a crisis.
How SeroBooks answers it
Selling time is still selling
A consultancy, studio or trades business does not hold stock, but it does everything else a retailer does: quote, invoice, chase, collect and report. Software built only for inventory gets in the way; software built only for invoicing leaves the books to someone else.
SeroBooks handles services as first-class sellable lines — priced, taxed, margin-tracked — on documents that post straight to a real ledger.
Quote, order, invoice — the pipeline as documents
Quotations are priced offers that commit nothing and carry their approval state, so the pipeline is visible on the register. Accepted work converts in one click to an invoice or an order, carrying the agreed prices so the invoice can never differ from what won the job.
Deposits and progress billing fall out naturally: invoice what you deliver, when you deliver it, with the remainder tracked.
Getting paid is a workflow, not a hope
Receivables age into the buckets collectors work, statements go out by PDF, email or WhatsApp, and payments clear oldest-first the way a client's own bookkeeper expects. Credit limits cap exposure per account.
Every collection posts to the mapped account, so the accounting consequence of chasing money is automatic.
Books an accountant will sign
Chart of accounts, general ledger, the three statements, period locks, fixed assets with CCA, GIFI for the T2 and a full audit trail — the accounting floor is the same one a large retailer gets, whether or not you ever open the inventory module.
Services are excluded from stock health and valuation by design, so no inventory report ever lies about a thing that has no stock.