Project and/or Job Costing, WIP, Percentage of Completion, Utilization, Realization Analysis, Firm KPIs
GAAP Financial Statements including ASC 606 revenue recognition
Multi-state filing and nexus analysis for firms operating across state lines
Cash flow forecasting around long project cycles, progress billing, and retainage
Trust and IOLTA account reconciliation for law firms
Succession, partner buy-in, and buy-out planning
We specialize in understanding the needs of project-driven and professional service businesses

We can provide a fully outsourced solution or work with your in house staff

Monthly accounting, close, and financial reporting you can actually read

Tax planning and preparation for the firm, its owners, and its partners

Specifically for the needs of project-driven and professional service business
HOLOS Advisory, Tax & Accounting PLLC is a Phoenix-based accounting firm built for project-driven and professional service businesses — construction companies, consulting practices, engineering and architecture firms, creative teams, and law firms.
Professional service firms don’t look like other businesses on the books. Revenue arrives in stages rather than at the register. Your largest expense is people, and your largest asset walks out the door every evening. Work in progress, unbilled time, retainage, and multi-year engagements can hide the difference between a strong year and a break-even one until it’s too late.
Construction companies face a parallel challenge. Labor is usually your largest (or second-largest) expense, and your most valuable assets — experienced crews, project managers, and estimators — walk out the door every evening. Progress billings, retainage, job costing, and long project cycles can obscure true profitability until the job is already underwater.
That gap is where we work.
Different industries, same underlying problem: complex projects and billable work going in, profit coming out, and not enough visibility in between.
Joe Harding is a CPA that started his accounting practice in 2017. After double-majoring in accounting and finance, he went on to complete his Masters in Accountancy at ASU. Prior to starting his own practice, he worked for a Big Four firm, as well as local accounting firms. Joe has served business owners at every stage of growth – from those that are just starting, to exiting. Holos Advisory, Tax & Accounting provides unique solutions for your current situation and your future goals.
Joe lives in Phoenix, AZ and enjoys spending time with his wife and 5 children. Outside of his accounting and business acumen, he is known for his abilities with the fishing rod, grill, and smoker.
Let's start a conversation to see if we would be a good fit.