Professional Services
You bill for expertise. Your finances should reflect that standard. We build and run your complete finance function — giving professional services firms the clarity, control and forward visibility that billing-based businesses demand.
We Understand the Pain Points of Professional Services Directors Better Than Anyone
Without real-time financial reporting built around how you bill, profitability is always an estimate.
- Debtors and lock-up rising while billing slows
- Profitability by client or project unknown
- Cashflow tied to when clients pay, not when work is done
- Tax planning left too late to make a difference
- Reporting that doesn't reflect how the business works
- Directors waiting too long for accurate numbers
What changes
- Financial reporting that matches how your firm actually operates
- Debtor control tightened — faster billing, stronger cashflow
- Profitability visible by client, project and fee earner
- Tax planning in place — no unexpected liabilities
- Full finance function without the in-house cost or risk
We become your Virtual Finance Team — built around how professional services firms actually earn
Implement a Full Managed Finance Function
All processing, approvals & reconciliations. Payroll & director drawings managed accurately. Zero HR gaps — no handovers, no retraining.
Apply Systems Designed for Professional Services
QuickBooks, Dext, ApprovalMax & Syft Analytics — live and connected. WIP tracking and deferred revenue handled correctly. Debtor and lock-up control maintained daily.
Provide Board Level Reporting & Commercial Insight
Profitability by client, project or fee earner. Cashflow forecasting tied to expected billings. Proactive tax planning — no year-end surprises. KPI dashboards for directors and partners. Full VAT, HMRC & Companies House compliance.
See your business clearly.
Come and see us at Moncrieff House. An hour or so with our directors, getting to the bottom of what’s really going on, and a one-page summary to keep.