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Professional Services.

Professional service firms need to understand how time, people, projects and fees translate into sustainable margins and cash flow.

Built around your sector

Professional Services finance, made practical.

For agencies, consultants and specialist practices, the primary asset is time. However, when time does not translate efficiently into billed work, cash flow suffers. Understanding realisation rates, managing client retainers, and controlling overheads are critical to scaling safely. We help professional firms move beyond basic tax compliance to gain a true commercial view of their practice.

Typical businesses

Consultants and advisersCreative and marketing agenciesArchitects and surveyorsIndependent specialists

Common pressures

WIP and billing

Converting unbilled project time into issued invoices without delay.

Overhead creep

Ensuring software subscriptions, office costs and non-billable staff do not erode partner profits.

Cash flow peaks

Managing the gap between paying salaries and receiving payment for long-term project milestones.

The outcome

You understand the true profitability of your services and clients, allowing you to make confident decisions about pricing, hiring and growth.

Let's look at your current setup and find a practical starting point.

Discuss your business

Your next step

Build the finance support your business needs.

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