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Industries
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Built for firms that sell expertise
Every professional service firm gets stuck on cash in its own way. See where it usually happens, how we fix it, and what we track.
Industry 1 of 5
Law firms
For law firms
Where cash gets stuck
- Work done but not yet billed sits for weeks
- Clients pay late, so lock-up keeps stretching
- Partner drawings planned without a clear view of cash
How we help
- Monthly reviews of unbilled work and unpaid invoices, with named follow-ups
- A 13-week cash forecast that includes partner drawings
- Billing and collections reports partners will actually read
What we track for law firms
Utilisation rate112 daysUnbilled work + debtor days
Realisation rate88%Billed ÷ recorded time
DSO54 daysDays to get paid
“Joel’s strategic clarity, deep empathy, and hands-on approach helped us transform complexity into clear, actionable steps… A true partner in purposeful growth, helping us all “sleep better at night”.”
Industry 2 of 5
Marketing & creative agencies
For marketing and creative agencies
Where cash gets stuck
- Projects run over scope before anyone sees the margin
- Retainer income swings from month to month
- Freelancers and media are paid before clients pay you
How we help
- Project margin tracked every month, job by job
- A forecast that separates retainers from one-off projects
- Supplier payments timed against client receipts
What we track for agencies
Project margin41%Average across live jobs
Retainer share63%Of monthly revenue
Freelancer spend18%Of revenue
Industry 3 of 5
IT & consulting firms
For IT and consulting firms
Where cash gets stuck
- Billable hours slip as the team grows
- Renewals and recurring revenue are hard to see ahead
- Clients pay in different currencies
How we help
- Utilisation and billing reported every month
- Recurring revenue and renewals built into the cash forecast
- Receivables in every currency tracked in one view
What we track for IT and consulting firms
Utilisation74%Billable ÷ available hours
Recurring revenue$86k / moContracted monthly
DSO47 daysDays to get paid
Industry 4 of 5
Other professional services
For other professional service firms
Where cash gets stuck
- Cash tied up in unpaid invoices
- Month-end reports arrive too late to act on
- Nobody owns finance day to day
How we help
- Receivables chased before they age
- A report pack on a set date, explained in plain words
- A finance team that owns the numbers
What we track for professional service firms
DSO49 daysDays to get paid
Cash runway5.2 monthsAt current spend
Reports readyDay 5After month-end
“He helped us identify opportunities to think about our business in a better way and then assist with the execution of a successful turnaround in one of our loss-making businesses.”
Industry 5 of 5
Startups
For founder-led startups
Where cash gets stuck
- Burn creeping up without a clear runway number
- Investor and board updates pulled together at the last minute
- Founders doing the books between product and sales
- Raising money without investor-ready numbers or a pitch deck
How we help
- A monthly burn and runway view you can trust
- A board-ready reporting pack on a set date
- Cash flow forecasts that show your runway week by week
- Investor pitch decks and financial models ready for fundraising
- A finance team from day one, without a full-time hire
What we track for startups
Monthly burn$42kNet cash out each month
Runway14 monthsAt current burn
Gross margin58%On services revenue
Want someone to read the numbers with you?
Book a free 30-minute finance review. We’ll look at your results together and show you the next turn to take.