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.
A free 30-minute call to understand your business and whether I'm the right fit to help you grow with financial clarity.