For Firms That Trade in Expertise

Professional services thrive on people, process, and precision. We bring financial discipline to creative, advisory, and technical businesses—so you can scale sustainably without losing your edge.

Professional Services

We bring the financial clarity and operational discipline that keep your firm efficient, profitable, and poised to grow.

Billing & Collection Management

Streamlining invoicing processes to reduce outstanding receivables and improve cash cycles.

Utilization and Productivity Metrics

Establishing and tracking key metrics such as billable hours, project efficiency, and staff utilization rates.

Cash Flow Management

Ensuring consistent cash flow to cover payroll, expenses, and reinvestment needs.

Profitability Management

Assessing service lines, projects, and client accounts to identify the most profitable areas and optimize resource allocation.

Compensation and Incentive Planning

Designing compensation structures that align employee performance with company goals.

Cost Flow Management

Identifying and reducing overhead costs without compromising service quality.

Law Firms

We help partners get clarity into their finances, helping law firms scale and increase profitability and cash flow.


Revenue & Utilization Analysis

Tracking billable hours, realization rates, and partner/staff productivity to optimize firm profitability.

Compensation & Partner Draw Strategies

Designing equitable and sustainable compensation structures aligned with firm performance.

Practice Area Profitability

Evaluating performance across litigation, corporate, IP, family law, or other specialties to inform strategic focus.

Cash Flow & Liquidity Management

Projecting collections and planning for expenses such as payroll, insurance, and partner distributions.

Budgeting & Scenario Planning

Building budgets by practice area and modeling investment decisions such as hiring, marketing, or technology spend.

Growth Planning & M&A Support

Assisting with expansion strategies by modeling scenarios, conducting due diligence, and aligning financial infrastructure for scale.

Hair Salons

We optimize labor, scheduling, and cost control so your service quality translates directly into stronger margins.


Service & Retail Profitability Analysis

Evaluating the profitability of services, stylists, and retail products to guide pricing, promotions, and resource allocation.

Compensation & Commission Structuring

Designing pay models that balance incentives for stylists with overall profitability and team alignment.

Appointment & Revenue Forecasting

Using historical data to forecast bookings, revenue targets, and identify opportunities to increase client retention and rebooking.

Multi-Location Oversight

Providing consolidated financial reporting and KPIs for salons with multiple locations or franchise models.

Inventory & Vendor Management

Helping salons track product usage, control retail inventory, and improve margins through smarter ordering practices.

Expansion & Renovation Planning

Supporting salon growth through financial modeling, lease analysis, and capital planning for new locations or remodels.

Not seeing your industry? Not a problem.

We’ve supported everything from emerging brands to complex B2B services.

If you’re building something ambitious, we’re probably the right partner.

Let's Work Together