Scope is growing. Is the fee?
Compare contracted work with actual delivery before additional work quietly becomes free work.
Finance for Consulting Firms
Know which engagements make money before they end.
We become the finance department behind growing consulting firms—managing the books, close, cash forecast, project margins, and financial decisions under one accountable team.
Built for management, healthcare, operations, HR, leadership, compliance, strategy, and other advisory firms.
Consulting firms don't usually lose margin all at once.
It disappears through small things: unbilled work, scope creep, excess senior time, contractor overruns, delayed invoices, poor utilization, and projects nobody realizes are underperforming until they're finished.
Are senior people doing junior work?
See how labor mix affects project economics and capacity.
Which engagements are actually profitable?
Connect revenue with labor, contractors, travel, and other delivery costs.
Are we billing fast enough?
Connect completed work and billing milestones to invoicing before cash flow suffers.
Should we hire?
Model pipeline, utilization, revenue capacity, compensation, and cash before adding headcount.
How much work have we performed but not billed?
Identify WIP and unbilled revenue before it disappears into month-end surprises.
The numbers a consulting firm should be able to see.
- Revenue by engagement
- Gross margin by project
- Utilization
- Realization
- Effective billing rate
- Contractor cost
- WIP
- Unbilled revenue
- AR aging
- DSO
- Revenue backlog
- Forecast project margin
- Capacity
- Cash forecast
See Your Firm More Clearly
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.