Built for firms that bill by the hour, the project, or the client.
Financial Advisory for Professional Services Firms
Your revenue looks healthy, but you're not sure which clients, projects, or partners are actually profitable.
What this actually looks like
Consultants, agencies, architecture and engineering firms, legal practices, and healthcare practices don't run like product businesses. Profitability depends on utilization, project economics, and labor cost, not just top-line revenue. We help professional-services firms see that picture clearly and plan around it.
Project & Client Profitability
Understand which clients and projects are actually profitable once labor and overhead are accounted for.
Utilization & Labor Cost Analysis
Track how billable time translates into margin, and where labor cost is quietly eating into it.
Partner & Owner Compensation
Compensation and distribution structures built around real firm performance, not last year's guess.
Cash Collection & Billing Cycles
Tighter visibility into receivables and collection cycles so cash flow matches the work you've already done.
Forecasting & Capacity Planning
Forecasts built around pipeline, utilization, and staffing, not just historical revenue.
Tax Planning for Firm Structures
Tax strategy that accounts for how partners, shareholders, or owners are actually compensated.
Who it's for
Consulting, agency, architecture, engineering, legal, healthcare, and other service-based firms that need to understand profitability at the client, project, or partner level, not just overall revenue.
What this means for your business
Ready to talk about professional services firms?
Request a financial assessment and we'll walk through exactly what it would look like for your business.
Request a Financial Assessment