Financial Analysis for Professional Services
Our financial management services help businesses in the legal, consulting, and other professional sectors streamline their financial processes, reduce inefficiencies, and improve overall financial performance.
Schedule a Free Consultation NowWhy Is It Important to Ensure Your Financials Are Recorded in a Manner Consistent with Your Type of Business?
Professional service firms - whether legal, marketing, IT, consulting, or otherwise - operate differently from product-based businesses. Revenue may be project-based, retainer-driven, or tied to billable hours. Our industry-tailored bookkeeping ensures your financial records reflect this complexity accurately, helping you stay compliant, assess performance effectively, and avoid unnecessary tax or audit risks.
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Are You Getting the Help You Need to Regularly Review, Analyze, and Evaluate Your Financial Performance?
Having the numbers is one thing - understanding and acting on them is another. Our Performance Review and Coaching Services provide professional service firms with the strategic insight they need. We don’t just show you the data - we help you use it to boost profitability, control costs, and plan for growth.
What Is the Current Performance Level of Your Business?
Do you truly know if your firm is operating at its full financial potential? Our Financial Health Check service assesses profitability, cash flow, overhead ratios, and more - so you know exactly where you stand, and where you could go with the right adjustments.
Are You Maximizing Revenue-Generating Opportunities?
From unbilled hours to underpriced retainers or missed cross-selling chances, professional firms often leave revenue untapped. With our Revenue Opportunity Mapping, we help you identify inefficiencies, pricing gaps, and market trends—then work with you to monetize them.
Are You Making the Most of Available Time and Resources?
Time is your most valuable asset. If resources aren’t being managed effectively, your profitability takes a hit. Our Operational Efficiency Support ensures your people, tools, and processes are aligned to deliver maximum output with minimum waste.
What Might You Be Leaving “On the Table”?
Unclaimed expenses, delayed invoicing, inconsistent billing practices, and missed tax-saving opportunities are more common than you think. Our Expense Review and Tax Planning services dig deep into your financials to uncover value you may be missing - and help you capture it.
What Are the Core Financial Services Available for Professional Service Firms?
Business Performance Analysis & Coaching
Review key financial metrics and implement strategies for growth and efficiency.
Business Performance Analysis and Coaching
Through monthly or quarterly reviews, we help you track KPIs like utilization rates, average hourly revenue, and overhead-to-revenue ratios - offering coaching to improve them.
Financial Health Checkups
Our in-depth reviews assess the financial condition of your firm, including profitability, working capital, and cash flow sustainability, giving you a roadmap to financial stability.
Revenue Opportunity Mapping
We identify areas of lost or untapped revenue - whether through client segmentation, pricing strategy, or billable hour utilization - and help implement strategies to capture more value.
Operational Efficiency Support
From workflow analysis to cost-to-serve metrics, we help you streamline processes, reduce bottlenecks, and optimize the use of your human and digital resources.
Tax Planning and Expense Optimization
We proactively manage your tax obligations and identify deductible expenses or credits unique to your industry, ensuring you're not leaving savings behind.