Law firms, medical practices, consulting firms, and other professional service businesses face unique financial challenges — billing complexity, utilization management, and growth that strains systems. I help you get control of the numbers and plan for what's next.
These are the financial and operational challenges I hear most from professional service firm owners and partners.
Billable hours, retainers, and collections create unpredictable cash flow — and it's hard to plan staffing and expenses with confidence.
Some clients take far more time than they generate. Some practice areas are more profitable than others. You feel it but can't see it clearly.
What worked at 5 people doesn't work at 15. Your reporting, forecasting, and financial structure need to grow with you.
Forecasting models that account for your billing cycle, collections, and retainer structure — so you can plan with confidence.
Understand which clients, practice areas, and service lines drive your margins — and make strategic decisions based on real data.
Build utilization tracking and capacity models so you know when to hire, when to restructure, and how to maximize billable output.
Scenario modeling, financial planning, and strategic advisory support for expansion, partnership changes, or new service lines.
Before you commit to anything, I'll review your P&L and give you a candid picture of where your margins stand, where cash is leaking, and what's worth fixing first. No pitch — just honest findings you can act on.
I review your profit & loss statement and identify margin gaps, cost structure issues, and benchmarking opportunities specific to your industry.
If you have cash flow data, I'll review it. If you don't, I'll show you what a simple model would reveal about your business today.
We walk through what I found together — what it means, what's worth addressing, and what a path forward looks like. You leave with real clarity.
Tell me about your business, goals, and current challenges.
I review your financials and identify what stands out before we meet again.
A 45-min call where I share what I found and what it means for your business.
No obligation. If we're not a fit after the assessment, you still walk away with a clearer picture of your business.
A free 30-minute call to understand your business and whether I'm the right fit to help you grow with financial clarity.