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Know Which Clients Actually Make You Money

Agencies live and die by project margins and utilization. We build client- and project-level profitability reporting on top of clean books, so you can price with confidence and fire the clients costing you money.

The Challenges We See

  • Project and client profitability blind spots
  • Retainer vs. project revenue recognition
  • Lumpy cash flow between engagements
  • Contractor vs. employee cost management

How We Help

  • Client and project-level P&L reporting
  • Utilization and realization dashboards
  • Cash flow forecasting for lumpy revenue
  • Clean 1099 and contractor management

Get a Finance Team That Knows Agencies & Consultancies

Book a free consultation with someone who won't need your industry explained to them.