Planning and performance for professional services firms.
Five things we build, each from the firm’s own systems and at the level of detail a services firm runs on: people, hours, rates, and utilization by practice.
What we build
Plan the firm. Measure how it performs.
Each can be its own project, and each reads from the same model, so the plan, the cash forecast, and the reporting agree with one another.
Planning and forecasting
What will the firm earn next year, and what people will that take?
What it covers
Driver-based annual plans, capacity and hiring plans, and rolling forecasts through the year.
Built from
Headcount, titles, hours, bill rates, and utilization by practice, with the pipeline and booked work behind them.
What the firm has after
A plan leadership can test and change, and a forecast that rolls forward each month.
13-week cash flow
Will the firm have the cash it needs over the next quarter?
What it covers
A weekly forecast of receipts and payments, with the billing and collection timing behind them.
Built from
The books, open invoices and bills, payroll, and work waiting to be billed.
What the firm has after
A forecast that refreshes from the books and is checked each week against actual.
Management, board and lender reporting
Does everyone read the same numbers the same way?
What it covers
Monthly packs, board and lender pages, and KPI definitions the whole firm measures the same way.
Built from
The close, the plan, and the operating data behind each measure.
What the firm has after
A monthly pack with consistent definitions, ready for leadership, the board, and lenders.
Profitability
Which clients, engagements, and practices actually make money?
What it covers
Margin by client, engagement, practice, or person.
Built from
Time, billing, and cost data, with labor cost assigned where the work was done.
What the firm has after
A margin view leadership can use in pricing, staffing, and client decisions.
Data and BI
Can the plan and the reporting read from one source?
What it covers
The books, CRM, and time systems connected into one model.
Built from
APIs and governed exports from the systems the firm already uses.
What the firm has after
One model that the plan and the reporting both read from, refreshed on a schedule.
Bookkeeping, the monthly close, and tax are not part of this work. We work from the books your team or accountants keep.
How it is built
Technical depth without a platform-first engagement.
We connect to your systems and pull the data ourselves, so the work takes little of your team’s time. The architecture follows what management needs, not a preferred software vendor.
Connect and model
APIs, governed exports, event histories, and existing data models are joined around the commercial and delivery events that matter. Source ownership follows the actual workflow, not the application label.
Reconcile and control
Definitions, source boundaries, lineage, access, validation, and exception rules make the forward view defensible.
Automate and monitor
Refreshes, handoffs, alerts, and bounded AI-supported work reduce reconstruction while keeping consequential judgment visible.
Deliver and operate
Purpose-built analytical views, workflows, ownership, and review routines turn the underlying system into management action.
Start a conversation
What is your firm ready to build?
Tell Nate what you’re trying to build or improve, from an annual plan or a 13-week cash forecast to reporting the whole firm trusts.
