Professional Services & Agencies
Agencies and professional services firms live and die by utilization, project margins, and cash flow. Because you are selling time, financial visibility is everything.
Common Challenges
Utilization, billable rates, and capacity planning
Project-level profitability and scope creep
Lumpy cash flow between client billings and payroll
Retainer vs. project revenue mix and forecasting
Pricing, owner compensation, and partner economics
How I Help
We help agencies and professional services firms get clear on what actually drives profit: utilization, realization, and project margins. We build forecasting and dashboards that connect your pipeline to cash, tighten the gap between delivery and billing, and give owners the numbers they need to price confidently, plan capacity, and grow margin as they scale.
Ready to Get Control of Your Finances?
Get a complimentary financial review and discover opportunities to accelerate your growth.