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Professional Services

Pain Points We Solve

Your Time Is Better Spent on Clients — Not Spreadsheets

If you run a professional services firm, you know that client work always comes first — which often means your financials get pushed aside.

If you’re…

  • Spending late nights trying to reconcile billable hours and expenses
  • Struggling to predict cash flow during slow payment cycles
  • Unsure how profitable each client or project really is
  • Overwhelmed before tax season

…outsourcing your finance team will free up your time, reduce stress, and give you a clear picture of your business.

Book Your Free 30-Minute Consultation

Our Services for Professional Services Firms

Bookkeeping & Monthly Reporting

Track revenue, expenses, and profit by client or project.

Cash Flow Forecasting

Predict payment gaps and plan staffing with confidence.

Client & Project Profitability Analysis

Identify your most profitable engagements.

Accounts Receivable Tracking

Reduce late payments and improve collections.

Budgeting & Strategic Planning

Align resources with growth goals.

Tax-Ready Books

Clean, compliant, and ready for your CPA.

Why Work With Us

Big 4 Experience + Service Industry Insight

We understand the unique financial challenges of professional services — from managing utilization rates to navigating long billing cycles. Our team brings Big 4 accounting rigor combined with practical business advisory tailored to service-based firms.

When you work with us, you get:

  • A dedicated fractional CFO & accounting team
  • Timely, accurate financials you can trust
  • Insights that help you improve margins and scale
  • Systems that save you time and eliminate manual reporting headaches

How It Works

From Onboarding to Ongoing Clarity in 3 Steps

  1. Book Your Free Call: We discuss your service model, revenue streams, and current challenges.
  2. Onboarding & Clean-Up: We organize your books, set up reporting, and integrate your tools.
  3. Monthly Finance Partnership: Accurate numbers, strategic advice, and peace of mind, month after month.
Get My Free Finance Assessment

Before CW Business Advisory, our reports were always outdated and cash flow was unpredictable. Now I have a clear monthly dashboard, know exactly which projects are profitable, and can plan for growth with confidence.

Alex R., Managing Partner, Consulting Firm