PROFESSIONAL SERVICES
Financial clarity for businesses built on people, projects, and relationships.
We provide the financial insight and day-to-day support you need to understand your business and make informed decisions with confidence.
INDUSTRIES WE SERVE
Built for the way you work.
We understand the unique opportunities and challenges professional services firms face. Our services are tailored to help you stay organized, profitable, and ready for what's next.
Consulting Firms
Know where your time is creating the most value.
For consulting firms, profitability often comes down to people, projects, and utilization. We provide the financial reporting and insight you need to understand project performance, monitor margins, and make smarter decisions about your team and growth.
Managed Service Providers
Turn recurring revenue into predictable growth.
MSPs often combine recurring service agreements with project-based work, creating unique revenue, billing, and profitability considerations. We help you maintain accurate financials and understand the performance of your recurring and project-based revenue.
HOW WE HELP
More than accounting. A clearer path forward.
We give you the financial insight you need to make confident decisions, operate more efficiently, and focus on what you do best.
Profitability
Visibility
Cash Flow
Scalability
Understand which clients, projects, and services are actually driving your bottom line.
Get timely financial reporting that gives you a clear picture of where your business stands.
Stay ahead of collections, payroll, expenses, and the timing of cash in and out of your business.
Build accounting processes that grow with your clients, team, and revenue.
Your Accounting Team,
Without Building One From Scratch.
Set Sail gives you access to experienced accounting professionals at multiple levels - without the time, cost, or complexity of hiring an in-house team.
We work alongside your team to handle the accounting,
provide financial insight, and help solve problems as your company grows. Thinks of us as an extension of your team - not just the people behind the books.
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ACCOUNTING
INSIGHT
SUPPORT
Process improvement
Ad-hoc reporting
Clean-up & catch-up
Tax / audit prep support
Financial reporting
Budget vs Actual
Cash flow visibility
KPIs
Month-end close
Reconciliations
AP & AR
Payroll Processing