Utilization, WIP accounting, project profitability. We speak your language, track your metrics, and help you scale, right here in Orlando.
Utilization, WIP accounting, project profitability. We've worked with dozens of professional services companies in Orlando. We understand your business model, your challenges, and what metrics matter most to you and your investors.
Agencies, consultancies and law firms sell hours, so the finance question is always utilization and realization rather than units shipped. The model has to connect billable capacity to revenue and margin by client and by engagement, which most general-purpose accounting setups simply cannot answer.
Full-stack financial services tailored to professional services businesses in Orlando.
Expert bookkeeping at a fraction of the cost
Bank reconciliations, transaction categorization, and monthly close
Run a tighter ship with a controller at the helm
Process improvement, internal controls, and accounting oversight
Standard and custom financial reporting
Financial statements, custom reports, and GAAP compliance
Budgeting, forecasting, variance analysis
Financial planning and analysis to drive strategic decisions
Strategic financial leadership when you need it
Financial strategy, fundraising support, and board-level reporting
Strategic financial leadership when you need it. Financial strategy, fundraising support, and board-level reporting Tailored specifically for professional services companies in Orlando.
Deep dive into your financials and strategic goals.
Develop financial strategy and reporting cadence.
Ongoing strategic support and stakeholder management.
Based in Boston, we work with professional services companies across the country.
We serve professional services businesses throughout the Orlando metro area. Our cfo advisory services are available for companies of all sizes.
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Find My Solution →WIP is recognized as the work is delivered, not when the invoice goes out. Billing on milestones while recognizing on delivery is what makes an agency P&L swing for no operational reason. We keep a WIP schedule reconciled monthly so revenue tracks effort and the balance sheet shows what you are genuinely owed.
Yes, and it is usually the finding that changes behaviour. Once delivery cost is loaded properly, most firms discover at least one marquee client that is margin-negative and a quiet one that funds the practice.
A fractional CFO is one senior person selling you one or two days a month, and everything they produce is bounded by the hours you bought. An outsourced CFO is the whole function — CFO judgment plus the controller and accounting layers beneath it. Ask what breaks if this person is unavailable for two weeks. If the answer is "we delay a decision," fractional is fine. If it is "we do not close the month," you need a function.
Onboarding runs 30–60 days. The first two weeks are diagnostic — reviewing your chart of accounts, prior closes and systems. Expect the first clean close under the new process in month two, not month one.
The bookkeeping still has to happen, but it is included in the engagement rather than something you buy separately. Having a CFO do bookkeeping is the most expensive way to buy it — roughly five times the market rate for work a staff accountant does better.
Yes. We work with clients across the Southeast and nationwide. Our team operates in Eastern time and can accommodate your schedule.
