Professional Services Firms
Professional Services Firms
You’re Delivering Projects. But the Financial Foundation Is Shaky.
Your team is talented. Projects are getting done. But margins are tight, billing is slow, and you’re not sure where the money’s going.
Our Insights Are Featured In
Our Industries
We're Not Another CFO Company
Build a Valuable, Scalable Business.
SOUND FAMILIAR?
HERE’S WHAT WE ACTUALLY FIX
Unclear Margins + Cost-to-Serve
We show what clients and project types are truly profitable—and which aren’t.
Unclear Margins + Cost-to-Serve
We show what clients and project types are truly profitable—and which aren’t.
Unclear Margins + Cost-to-Serve
We show what clients and project types are truly profitable—and which aren’t.
Cash Flow & Collections
Cash Flow & Collections
Cash Flow & Collections
Partner Earnings + Valuation Clarity
Partner Earnings + Valuation Clarity
Partner Earnings + Valuation Clarity
A Few Firms We've Helped
Law Firm
$9M Commercial Litigation | Cut AR days from 76 → 38, unlocked $180K in cash flow |
Law Firm
$9M Commercial Litigation | Cut AR days from 76 → 38, unlocked $180K in cash flow |
Law Firm
$9M Commercial Litigation | Cut AR days from 76 → 38, unlocked $180K in cash flow |
Engineering Firm
$14M Civil/MEP | Identified unprofitable project type dragging margins 4% |
Engineering Firm
$14M Civil/MEP | Identified unprofitable project type dragging margins 4% |
Engineering Firm
$14M Civil/MEP | Identified unprofitable project type dragging margins 4% |
Architecture Firm
$8M Institutional Design | Built staffing model + pricing plan = 17% margin lift |
Architecture Firm
$8M Institutional Design | Built staffing model + pricing plan = 17% margin lift |
Architecture Firm
$8M Institutional Design | Built staffing model + pricing plan = 17% margin lift |
Strategy Consulting Firm
$12.5M Global Practice | Rebuilt P&L by service line, modeled 3-year partner buyout plan |
Strategy Consulting Firm
$12.5M Global Practice | Rebuilt P&L by service line, modeled 3-year partner buyout plan |
Strategy Consulting Firm
$12.5M Global Practice | Rebuilt P&L by service line, modeled 3-year partner buyout plan |
Marketing Agency
$11M Demand Gen + Creative | Fixed cost-to-serve blind spots, repriced key services, recovered $240K in annualized margin |
Marketing Agency
$11M Demand Gen + Creative | Fixed cost-to-serve blind spots, repriced key services, recovered $240K in annualized margin |
Marketing Agency
$11M Demand Gen + Creative | Fixed cost-to-serve blind spots, repriced key services, recovered $240K in annualized margin |
Your's Next
Is this you?
What Our Esteemed Clients Think About Us
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company
Team
Team
Team
You Get a 3-Person Team. Not a Spreadsheet.
Every membership comes with a team that combines strategy, systems, and analysis — all aligned to your growth.
Growth CFO
Uncovers ROI, builds your roadmap, and coaches you as CEO.
Growth CFO
Uncovers ROI, builds your roadmap, and coaches you as CEO.
Growth CFO
Uncovers ROI, builds your roadmap, and coaches you as CEO.
Operations & Systems Pro
Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.
Operations & Systems Pro
Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.
Operations & Systems Pro
Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.
Accountant/Analyst
Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning
Accountant/Analyst
Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning
Accountant/Analyst
Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning
Who We Work With?
This isn’t a vendor relationship. Every engagement begins with a 5-Week Sprint to unlock cash, establish clarity, and prove ROI. From there, we scale with you.
5-Week Sprint → ROI Roadmap
$3M–$10M
Guaranteed $100K ROI found across cash, margin, or valuation
Our 5-Week Sprint
Guaranteed $100K ROI found across cash, margin, or valuation
5-Week Sprint → ROI Roadmap
$10M-$25M
Guaranteed $100K ROI found across cash, margin, or valuation
5-Week Sprint → ROI Roadmap + Exit/M&A Strategy
$25M–$50M
ROI guarantee plus valuation uplift and partner planning
Case Studies
Projects Run on Scope. Let’s Give Your Finances the Same Discipline.
