Single Service

Project-Based Expense Tracking

Managed project expense tracking for your business

All Services

Project-Based Expense Tracking

Balanced Books

Vendor Support Made Simple

Getting Set Up for Success

Year-End Made Easy

Tech-Integrated Solutions

Our Strategy

We treat each project like a standalone entity in your books, using tags, categories, and sub-accounts to capture every expense accurately from the start. Integrated with your preferred software, we provide real-time dashboards showing spend vs. budget, so you can adjust on the fly. For Small Business owners, this means seamless handling of local vendor costs and reimbursables, with monthly reviews to refine your quoting process.

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Curious how project tracking could transform your workflow? Reach out to Gloria for a quick audit of your current setup—we’ll demo exactly how it saves time and boosts your bottom line.

Our Strategy

 

Interior design projects are unique beasts—each with its own materials, vendors, timelines, and budgets. We specialize in setting up dedicated tracking for every job right in your accounting software, so expenses like fabrics, furniture, and contractor fees are automatically allocated and visible in real time. No more digging through spreadsheets at billing time or underestimating costs. You’ll see profitability as it happens, protect your margins, and make smarter decisions on the spot—all while keeping your creative energy focused on the design.

 

What’s included

 

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Dedicated project setup with custom categories for materials and labor

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Budget vs. actual reporting with profitability breakdowns

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End-of-project summaries for lessons learned and tax prep

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Real-time expense allocation and tracking across all jobs

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Integration with proposals for automatic invoicing

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White glove service

With this service, every project becomes a profit center you can monitor effortlessly. Expenses flow in categorized and contained, giving you crystal-clear visibility without manual entry. It’s the difference between reactive firefighting and proactive design mastery—turning numbers into insights that fuel your next big idea.

 

Why Interior Designers Love This Service

 

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Instant profitability checks mid-project—no surprises at billing

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Easier client reimbursements and change orders

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Accurate costing for materials like custom fabrics or shipping

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Data-driven quoting for future jobs in Rhode Island's competitive market

Related Services

Many designers start with Keeping the Books Balanced and then add these services as their business grows:

Project-Based Expense Tracking

See profitability on every job

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Vendor Support Made Simple

We do purchasing and payments

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Getting Set Up for Success

Perfect software configuration

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Year-End Made Easy

Stress-free tax season

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