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Empowering Your Business Growth.
- PROFESSIONAL SERVICES & AGENCIES
Find out which clients pay and which ones quietly cost you.
In a services business your inventory is time. If utilisation, unbilled work and project margin aren't tracked, a busy month and a profitable month look identical - right up until the year-end numbers arrive.
Book your free profitability review
A qualified accountant will look at whether your projects and clients are actually costed.
30 minutes · A qualified accountant, not a salesperson · No commitment
Big 4
KPMG & EY TRAINED
ACA & CPA
QUALIFIED ACCOUNTANTS
QBO & Xero
CERTIFIED
US GAAP
& IFRS FLUENT
WHO THIS IS FOR
- Marketing agencies
- Consultancies
- Design studios
- IT services
- Recruiters
- Architects & engineers
WHO THIS IS FOR
- Marketing agencies
- Consultancies
- Design studios
- IT services
- Recruiters
- Architects & engineers
- Packaging & industrial
- WHERE THE MONEY HIDES
Four places services businesses lose money without noticing
You are busy, revenue is up, and profit is flat. It is almost always one of these four.
Client profitability is a feeling, not a figure
Everyone knows which client is difficult. Nobody knows which client is unprofitable - because staff time is never costed against the engagement it was spent on.
HOW WE FIX IT
Project and client-level profitability
Revenue and cost tracked per engagement, so the client who absorbs half your team for a modest retainer becomes visible in numbers rather than in frustration.
Work gets delivered and never invoiced
Out-of-scope work, extra rounds and small favours pile up as unbilled time. At year end it is quietly written off, and it never appears as the lost revenue it actually was.
Unbilled work tracked and converted
Work in progress tracked and surfaced monthly so it turns into an invoice or a scope conversation - while the client still remembers the work.
Retainers are recognised when they're received
A six-month retainer collected upfront is booked in one month. Revenue swings wildly, and you cannot tell a genuinely strong month from a well-timed collection.
Retainer and milestone revenue recognised properly
Retainers, milestones and fixed-fee work released across the period the work is delivered, so monthly results reflect delivery rather than billing timing.
Contractor costs are a January problem
Freelancers and subcontractors are paid across the year without W-9s collected or payments tracked, and 1099 season becomes a scramble of chasing details from people you no longer work with.
Contractor payments tracked as you go
W-9s captured at onboarding and payments tracked through the year, so year end reporting is a review rather than a reconstruction.
- WHY US FOR THIS INDUSTRY
The fundamentals, done consistently - which is where most agencies lose the margin
Services accounting is not technically difficult. It is simply neglected, because the work that reveals profitability – costing time to projects, chasing unbilled work, recognising retainers correctly – is the work that always gets postponed when client delivery is urgent. We take it off your desk and do it every month without fail. Most agencies we speak to discover within a quarter that two or three clients were subsidising everyone else.
SYSTEMS WE WORK IN
- QuickBooks Online
- Xero
- Harvest
- Bill.com
- Gusto
- Stripe
SYSTEMS WE WORK IN
- QuickBooks Online
- Xero
- Harvest
- Bill.com
- Gusto
- Stripe
Before you book the call
Shown open here so every answer is visible. On the live site these collapse - visitors click a question to expand it.
Yes, and it's usua ly the most valuable thing we produce. Revenue and cost are tracked per engagement, so you can see which clientsgenuinely contribute and which absorb far more than they pay for.
Retainers, milestones and fixed-fee work are recognised across the period the work is actua ly delivered rather than when the invoice is raised, so your monthly results reflect delivery instead of biling timing.
Yes. Work in progress is tracked and reported monthly so it converts into an invoice or a scope conversation while it's stil recent - rather than being written off quietly at year end.
Yes. We capture W-9s at onboarding and track payments through the year, so 1099 reporting in January is a review rather than a reconstruction from bank statements.
We work with a broad range of professional services firms. For law firms specificaly, client trust and IOLTA accounting carries its own compliance requirements - we'l tel you honestly on the first cal whether we're the right fit for your particular setup.
See which clients are actually worth keeping
- Profitability by client and project
- Unbilled work surfaced while it's still billable
- Retainers recognised as work is delivered
- Contractor payments tracked all year
What Happens Next
No pressure and no sales script - just a qualified accountant looking at where you stand.
- A 30-minute cal at a time that suits you
- We review your current position honestly
- You get a clear scope and a fixed price
- You decide - no obligation either way