Professional Services Businesses

Legal practices, education providers, agencies, and consultancies sell expertise, but their costs are shaped by the time and people needed to deliver it. We connect utilization, project margin, pricing, billing, and cash flow so leaders can see which work supports profitable growth.

Project Margin and Pricing

Compare fees with the staff time, contractor costs, and scope changes required to deliver each engagement.

Gross margin by client and project

Fee realization and write-offs

Retainer and fixed-fee profitability

This makes it easier to revise rates or scope before unprofitable work becomes routine.

Utilization and Hiring

Match expected work with available staff and model the cost of employees versus contractors.

Billable utilization by team

Revenue per professional

Payroll coverage and hiring scenarios

A capacity forecast shows whether a new hire is supported by demand, margin, and cash.

Billing and Cash Flow

Turn completed work into timely invoices and forecast cash from realistic collection dates.

Unbilled work in progress

Days sales outstanding

13-week cash flow forecast

Clear billing and receivables trends help prevent a strong sales month from hiding a cash gap.

More client work does not automatically mean more profit. We compare the value of each engagement with delivery costs, then use a rolling forecast to show when the firm can add capacity, adjust pricing, or improve collection without putting cash under pressure.

Expected Outcomes

A consistent financial view helps service firms protect delivery quality while making growth decisions on margin and cash, not revenue alone.

Client and project margin reporting that informs pricing and scope decisions.

Hiring plans tied to billable utilization, pipeline, and payroll cost.

Earlier visibility into write-offs, underused capacity, and margin pressure.

A clearer path from completed work to invoices and collected cash.

Monthly forecasts that link commercial demand to profit and liquidity.