How do you calculate per-client profitability?

We allocate all direct costs (labor, software, subcontractors) and indirect costs (overhead) to each client engagement, producing a true P&L per client.

Do you integrate with timesheet systems?

Yes. We integrate with major time tracking tools to reconcile logged hours against billed hours and collections.

Can you help with international invoicing?

Yes. We handle cross-border invoicing, foreign currency transactions and international tax compliance.

How do you handle subscription billing?

We manage recurring billing cycles, automatic invoice generation and dunning for late payments.

What's the typical ROI for service firms?

Most clients recover 8-15% of revenue in previously lost margin within the first 3 months, primarily through better billing practices and client mix optimization.

Financial Management for Services

Growing revenue but shrinking margins? That's a profitability blind spot.

Client-level P&L, project profitability tracking and resource cost allocation. Know exactly which engagements drive real profit.

Schedule Consultation See Methodology

Project-Based

Client P&L

Time Tracking

Avg Client Margin

32%

Profitable Clients

78%

Billable Utilization

72%

Hidden margin recovered

+8%

Client-Level P&L

INTEGRATIONS WITH MAJOR SERVICE ERPS

Salesforce

HubSpot

PipeDrive

Conta Azul

Diagnosis

Profitability Killers in Service Businesses

Revenue is vanity, margin is sanity. Most service firms don't know which clients actually make money.

Unprofitable clients

20% of clients often consume 80% of resources. Without per-client P&L, you can't identify which ones lose money.

Untracked billable hours

Time logged ≠ time billed ≠ time collected. Leakage at each stage silently erodes revenue.

Expensive cost allocation

Software licenses, subcontractors and overhead allocated arbitrarily. No one knows true project cost.

Scope creep going unbilled

Extra work beyond contract scope is absorbed as goodwill. Cumulative impact can reach 15-25% of project value.

Slow collections

Net-30 becomes Net-60. Aging receivables force you to finance client operations with your cash flow.

Spreadsheet consolidation

Data from HubSpot, QuickBooks, bank accounts and timesheets — all manually consolidated each month.

<span class="font-semibold">Per-client and per-project P&L</span> — not aggregate revenue reports.

Fix It Now

Security and Compliance

Data Protection for Professional Services

Client confidentiality is the foundation of professional services.

Client Data Segregation

Each client's financial data processed in isolated environments with strict access controls.

End-to-End Encryption

AES-256 encryption for all financial data. TLS 1.3 for all data in transit.

Audit Trail

Every transaction tracked and documented. Full traceability for client audits.

Confidentiality Agreements

All team members bound by NDAs and confidentiality clauses aligned with your client contracts.

FAQ

Common questions about financial management for service companies.

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