Accounting, financial planning, pricing strategy, and operating systems — built primarily for service-based businesses by people who have run the numbers from the inside.
Most consultants speak in generalities. We speak in utilization, project profitability, pricing leakage, and cash conversion cycles. The difference shows in your P&L.
Monthly close processes, management accounts, KPI dashboards, and leadership-ready reporting. Know your numbers with confidence, every month.
Value-based and project pricing, scope control, utilization analysis, and stopping revenue leakage. Stop leaving money on the table.
12-month rolling forecasts, scenario modeling, cash flow planning, and capital allocation frameworks tailored to your economics.
Incentive structures, utilization targets, and retention frameworks that align people with profitability and growth.
Project-level and service-line P&L analysis, overhead allocation, and rate-setting so you know where you actually make money.
Chart of accounts optimization, close processes, system integration, and clean data infrastructure for better decisions.
We work primarily with service-based businesses at inflection points — where financial infrastructure becomes the difference between scaling and stalling. Agencies, consultancies, professional practices, studios, clinics, and other expertise-driven firms. We also support a smaller set of product and hybrid businesses that need the same clarity.
Companies that need CFO-level thinking without the cost of a full-time hire. We become your financial partner, embedded in how you run the business.
Boutique agencies, consultancies, and practices scaling from founder-led to institutionalized — where pricing, hiring, and capital decisions need rigorous financial grounding.
Succession planning, partner buy-in/buyout structures, lateral integration, and merger due diligence — built on clean financial foundations.
Department or practice leaders who need independent analysis of their group’s economics, separate from what central management reports.
A structured deep-dive into your current financials, billing or project data, rate cards, overhead structure, and revenue mix. No assumptions. Only data.
A prioritized plan covering pricing adjustments, reporting cadence, cost structure, and the financial levers with the highest impact for your business.
Building the processes, dashboards, and workflows that make good financial decision-making repeatable — not dependent on any one person.
Monthly retainer or project-based engagements. Available when decisions need to be made — not just at year-end when it’s too late.
“Most service businesses are run by excellent operators who learned financial management by accident. There is a better way — and it is not complicated once you have the right framework.”
— Philosophy of Practice“We went from almost no financial visibility to a monthly dashboard I actually use to run the business. Utilization and project margins improved within months.”
“The pricing and scope work alone paid for the engagement many times over. We had been underpricing a core offering for years without realizing it.”
“Finally someone who understands both service-business economics and real finance. Not generalist advice — specific, actionable, and built around how we actually operate.”
A 30-minute discovery call. No pitch. No obligation. Just an honest assessment of where your finances stand — and what’s possible.
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