Professional Services
Know which clients and partners actually make money.
74 clients
What we see every week
01
Work in progress that never matches the invoices
02
Partner draws decided by gut feel
03
Utilization tracked in five different spreadsheets
Our approach
Built for how your business actually runs.
How we help
We have worked with 74 professional services firms, so we already know the reports your owners and investors ask for. Your close checklist, chart of accounts and KPI dashboard start from templates built for your industry, not from a blank page.
Every client gets a named accountant, a partner on the file and a fixed monthly fee. When something changes, like a new state, a new location or a new round, we plan for it before it shows up in the numbers.
Typical first 90 days
Month one is diagnosis and clean-up. Month two is the first on-time close with industry KPIs. Month three is your first planning session with a forecast you can act on.