Financial Intelligence for Knowledge-Based Businesses
Utilisation rates, project profitability, partner drawings, headcount costs — the financial metrics that matter most in professional services are ones we understand deeply.
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The Metrics That Matter
What Matters in Professional Services
Standard management accounts were not designed for knowledge businesses. We build financial reporting around the metrics that actually drive your performance.
Utilisation & Recovery Rates
Time is your inventory. We help you track billable utilisation, recovery rates, and identify where time is being lost — whether to non-billable internal work, poorly scoped projects, or structural resourcing issues. Improving utilisation by even a few percentage points can transform profitability.
Project Profitability
Not all clients and projects are equal. We build reporting that shows you which work is profitable — and which is not. Many professional services firms discover that their highest revenue clients are among their least profitable when all costs are properly allocated. That insight drives better decisions.
People Costs & Headcount Planning
Salaries, NIC, benefits, and contractor costs modelled against pipeline and revenue forecast. In knowledge businesses, people costs typically represent 60–75% of revenue. Getting headcount planning right — timing hires to align with confirmed pipeline — is one of the most financially impactful decisions a firm makes.
Partner / Director Drawings
Tax-efficient structuring of partner drawings, profit shares, and pension contributions in partnership and LLP structures requires careful planning. We help partners and directors take value from their businesses in a way that is tax-efficient, legally structured, and clearly documented.
Financial Services for Professional Services Firms
From compliance through to strategic advisory — a complete financial service built around the way professional services firms operate.
Book a Review for Your Firm
Tell us about your firm — your size, your current financial setup, and what you want to improve. We'll give you an honest, no-pressure assessment of how we can help.