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PROFESSIONAL SERVICES

Profitability by engagement, not just by month

Utilization, realization, and engagement-level margin — so a busy month doesn't quietly mask underpriced or overstaffed work. Cash flow reporting tuned to billing and collection cycles.

Engagement-level profitability, tracked the way the firm actually bills and staffs its work.
WHAT WE DELIVER

Profit measured by engagement and by person

Where time turns into revenue, where it doesn’t, and when the cash actually arrives — refreshed weekly, or as often as nightly.

Utilization

Tracked by engagement and by person, not a firm-wide average that hides underused staff behind a busy team.

Realization & effective billing rate

Billing realization (billed vs. the standard value of time worked) and collection realization (collected vs. billed), plus effective revenue per hour — visible every cycle, not just at year-end.

Work-in-process (WIP)

Unbilled work tracked as its own asset, so growth in delivered-but-unbilled work doesn't quietly become a cash flow problem.

AR aging by engagement

Collections risk visible at the engagement level, catching a slow-paying client before it becomes a real cash gap.

Backlog & pipeline value

Future revenue visibility built into the forecast, not tracked separately in someone's head or a spreadsheet.

Leverage & staffing mix

Partner-to-staff ratio and engagement staffing tracked against profitability, surfacing overstaffed work before it erodes margin.

See how this applies to your business.

A 30-minute call at no cost: how you get your numbers today, what you wish you knew sooner, and whether an engagement makes sense.