Industries · Professional services
See which clients and projects actually pay.
Time and project profitability, WIP and unbilled revenue, utilization and cash collection for agencies, consultancies and firms.
What we hear from Professional services teams
The usual pain points
- You bill hours, but you don't know which clients are profitable.
- Unbilled work and WIP sit outside the books until someone remembers to invoice.
- Collections slip, and cash is tight even in a strong month.
- Utilization is tracked in one tool and margin in another.
KPIs we put in front of you
- Margin by client and project01
- Utilization and realization02
- Days sales outstanding (DSO)03
- Unbilled WIP04
- Revenue per head05
How we help
Built around how your business makes money.
- 01
Project and client profitability
Revenue and cost by client, project and team, with time data joined to the ledger.
- 02
WIP and unbilled revenue
Monthly WIP schedules so revenue lands in the right period and nothing goes unbilled.
- 03
Collections discipline
AR aging, reminder workflows and a weekly cash view your partners can act on.
- 04
Partner and leadership reporting
Utilization, realization and margin on one page, refreshed automatically.
Can you combine data from our time-tracking tool?
Yes. We connect tools such as Harvest, Toggl or your PSA to the ledger in one reporting model.
How do you allocate overheads to clients?
We agree a simple, explainable method with you first, usually based on hours or direct cost, and document it.
Do you work with partnerships and LLPs?
Yes. We can prepare partner capital and drawings schedules alongside the management accounts.
Free finance health check
See where your finance function can go next.
Book a free 30-minute finance health check. You leave with three practical fixes, whether or not you hire us.