Start with client work
Service firms need a clear connection between quoted work, customer invoices and receipts. Keep that process in one company workspace rather than splitting the records across disconnected spreadsheets.
Understand costs by activity
Allocate software, travel, marketing and other costs to suitable accounts and reporting tags. Tags can represent a project, department or business line without pretending it is a physical branch.
Use the right level of complexity
Hide warehouse features when you do not sell stock. Industry setup gives you a relevant chart of accounts, which your accountant can review and extend.