HomeIndustriesProfessional ServicesFractional CFO for Professional Services
Professional Services · Finance & Accounting

Financial clarity that transforms your firm's profitability.

Most professional services firms don't truly understand their per-project profitability, utilization economics, or optimal pricing. Our fractional CFOs change that.

The Pain Points We Solve

Common challenges professional services businesses face with finance & accounting.

1

Unclear Project Profitability

You know your top-line revenue but can't pinpoint which clients, services, or team members are most profitable.

2

Pricing Based on Gut Feel

Your rates haven't been systematically evaluated against market data, delivery costs, and value delivered.

3

Cash Flow Volatility

Long payment cycles, project-based billing, and uneven revenue create constant cash flow stress.

How We Help

Our approach to finance & accounting for professional services businesses.

Profitability Analysis by Service Line

We build dashboards that show true profitability by client, project type, and team member, including loaded labor costs and overhead allocation.

Pricing Strategy & Optimization

We analyze your market position, delivery costs, and value proposition to develop pricing models that maximize both revenue and client satisfaction.

Cash Flow Forecasting

We implement rolling 13-week cash flow forecasts and optimize billing cycles, retainer structures, and collection processes.

Partner Compensation Design

We help design equitable, performance-based compensation and equity structures that align partner incentives with firm growth.

Frequently Asked Questions

Let's discuss your professional services business.

Book a free intro call and we'll explore how our finance & accounting leadership can address your specific challenges.