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C O N S U L T I N G
C O N S U L T I N G
Professional Services
Who we serve: Agencies, consulting firms, legal, design/engineering studios.
Your challenges: Time capture, WIP, unbilled revenue, retainers, project profitability, milestone revenue recognition.
What we do
• Time & expense ingestion and approval workflows
• WIP ledger management and unbilled-to-billed rollforwards
• Retainer tracking (trust/IOLTA style when applicable)
• Milestone/fixed-fee revenue recognition (IFRS/GAAP aligned)
• Contractor compliance and payroll/benefits mapping
• Project and client-level P&Ls with budget vs. actuals
Monthly Deliverables
- Utilization and realization reports
- Project profitability and performance dashboards
- AR aging and DSO performance tracking
- Cash forecast and pipeline-to-cash alignment
KPIs we track
Utilization %, realization %, DSO, WIP days, gross margin by project.
Tech we support
Harvest, Toggl, Hubstaff, Asana/Jira, QuickBooks/Xero, expense tools.