Attention: Private Investigators

Bookkeeping & Compliance Support For The PI Industry

From client retainers to WC/GL audits, we handle the numbers so you can focus on the case.

Certified & Trusted QBO Platinum ProAdvisor

How It Works

So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:

Step 1:

ANALYZE

We start by clarifying your goals and doing a deep dive into your current finances. This gives us (and you) complete clarity on where you are now and where you want to be.

Step 2:

CUSTOMIZE

We create a customized bookkeeping system built for the PI world: clear, easy-to-read reports, PI-specific tracking, and processes that fit your workflow.

Step 3:

OPTIMIZE

Bookkeeping is historical. We review your past numbers to help you make smarter decisions for the future; boosting profits, planning for growth, and keeping you audit-ready at all times.

Hear From Our Clients

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Leo Ward

Healthy Smiles

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Milly Blide

Manager

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Rebecca Hardy

Owner, Hardy Dental

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Jonathan Cooper

CFO

Why Me?

I’m Trish, founder of The PI Accountant, and I specialize in bookkeeping for the private investigation industry. With 15+ years in investigations and small business finance, I understand your unique challenges: retainers, surveillance expenses, subcontractors, and tricky tax deductions.

I also help PI's navigate multi-state licensing requirements and breeze through General Liability and Workers’ Compensation audits with less stress and no surprises. My clients trust me because I speak their language, protect their sensitive information, and deliver clean, tax-ready books without the jargon.

TESTIMONIALS

What others are saying

“Always Attentive, Always Clear — 5 Stars!”

"We have quite a few businesses and Trish has helped us take them all in house. We formally used an accountant with QB Desktop and we have transferred everything over to QBO with Trish's help. She has guided us with all aspects of QBO and has performed as little or as much help as we need. She is always attentive and there for us to work through any issues we may be having. Trish has a way to make things understandable when learning to use QBO. 5 Stars for sure!"

- Vinny

"10/10"

"I cannot say that Mrs. T is "The Best QBO help EVER" But only because once I found her I had my one stop shop. My books are squeaky clean, everything is organized. and Trish ALWAYS MAKES TIME FOR ME!!!! Even during our consultation there was an issue getting her in to preview my books. She was on the phone with me and tech support for over 3 hours. Should have more stars, 5 Is simply not enough."

- Ajay

"Surpassed All expectations!"

"Our business was taking off while our books were lagging far behind. Trish took the time to understand our challenges. From our general bookkeeping and WC/GL audits to help with compliance, it is easy to communicate and resolve issues. You can tell she cares about her clients. When issues arise and QBO feels a little overwhelming, it is easy to snag an appointment time to discuss and refocus. Our end of the month reviews keep things running smoothly and we feel like visiting with an old friend. We been able to grow and thrive as a result. Trish has set a standard for bookkeepers in our world."

- Amanda