Professional services firms have unique financial challenges — utilization tracking, project costing, partner distributions, and multi-entity structures. We've seen it all.
How We Help Professional Services Firms
People-driven businesses need finance that keeps pace with complexity.
Common Challenges We Solve
Professional services firms face unique financial dynamics that generalist accounting teams often struggle with.
Utilization & Billing Optimization
We build reporting that connects utilization rates to revenue, helping you identify underperforming engagements and optimize staffing decisions before margins erode.
Multi-Entity Structures
From holding companies to regional entities to joint ventures — we manage intercompany eliminations, consolidation, and entity-level reporting with precision.
Partner Distributions & Equity
Complex ownership structures, waterfall distributions, guaranteed payments, and K-1 allocations require careful accounting. We ensure partners see accurate, timely financial data.
Project-Level Profitability
Understanding true project margins requires tracking direct labor, overhead allocation, and WIP. We build the reporting infrastructure to give you visibility at every level.
Running a professional services firm?
Let's build a finance function that matches the sophistication of your practice.
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