Run your firm on real numbers.
Agencies, consultancies, law firms, accounting firms, and specialty professional services. Whether you bill by the hour, the retainer, or the project, we bring the financial discipline that makes profitable firms predictable.
Your people are your product. We help you price, measure, and structure the firm so the math works as well as the talent does.
Profitable, but unpredictable.
Most professional services firms aren't broken — they're disorganized. Real revenue, real talent, and real client relationships, but the financial stack hasn't kept up. The result is a profitable business that nobody can actually steer.
You're busy and profitable, but you can't tell which clients or engagements actually make money.
Your financial stack is fragmented across three or four tools that don't talk to each other.
There's no separation between operating cash, owner distributions, taxes, and reserves.
AR is creeping up and collections feel adversarial with clients you actually like.
Multiple owners or partners with no shared dashboard, no shared visibility, no shared plan.
Compensation, bonuses, and partner draws are negotiated annually without hard data.
Financial leadership built for firms that sell expertise.
Whether you're a 10-person agency or a 50-person consulting firm, the core financial work looks the same. Here's where we focus.
Client & engagement profitability
Revenue and contribution margin by client, engagement, retainer, or project. So you know which work to expand, which to graduate, and which to re-price.
Stack consolidation
One financial system of record. We migrate, integrate, and clean up the multi-tool sprawl so close happens once, not in three separate places.
Cash architecture
Segregated buckets for operating cash, taxes, owner distributions, and reserves. Idle balances put to work earning yield. Profit First-style discipline at the firm level.
AR & collections discipline
Aging tracked, terms enforced, and collections managed systematically. So cash stops being the thing you avoid thinking about.
Pricing, fees & comp
Hourly, retainer, and value-based pricing analysis. Compensation and bonus structures that reward the outcomes you actually want, with industry benchmarks behind them.
Multi-owner visibility
Shared dashboards, monthly briefings, and a single source of truth. So every partner is looking at the same numbers and making decisions on the same facts.
The Simplicity Architecture.
For professional services firms with real revenue but a fragmented stack, we deploy a three-pillar architecture designed to consolidate, structure, and bring forward visibility — in that order.
Stack Consolidation
One source of truth
- GL platform consolidation
- Spend management migration (e.g., to Ramp)
- Standardized month-end close
- Historical AP cleared, balances reconciled
Cash Architecture
Profit First implementation
- Segregated buckets: operating, bonus, tax, reserve
- Idle and passthrough funds earning yield
- Owner distribution structuring
- Weekly cash visibility across all accounts
Forward Visibility
The "No Surprises" system
- Annual and partial-year budgets
- Headcount planning & capacity modeling
- Utilization & realization analysis
- Pricing & fee strategy
- Industry comparables benchmarking
- Monthly "No Surprises" briefing for all owners
It works.
Most recent example: a three-owner marketing consulting firm with real revenue scale but a fragmented stack across multiple platforms, no monthly close discipline, and hundreds of thousands of client passthrough funds sitting idle.
Stack consolidated. Margins lifted. Owners aligned.
We deployed the Simplicity Architecture in mid-2025. Within nine months, the firm had consolidated its stack to a single source of truth, segregated cash into purpose-built buckets, put nearly $900K of idle passthrough funds to work earning yield, and rolled out a monthly "No Surprises" briefing all three owners actually use.
Curious about the underlying services?
See how our fractional CFO and financial operations services work across every industry we serve.
Simpler finances. A clearer firm.
Start with a Drake Check. We'll show you exactly where your firm is leaking margin, cash, or visibility — and what we'd do about it.
Schedule your Drake Check