PROFESSIONAL SERVICES FINANCE

Time is Value: In Services

Billable hours drive everything.Margin visibility is everything.Cash discipline decides the winners.

Whether you're running a boutique law firm, a growing marketing agency, or a global IT consultancy, your business depends on billable time, margin visibility, and cash discipline. However, for many firms, finance remains stuck in legacy systems, disconnected from delivery. We bring the tools, dashboards, and workflows to scale smartly and sustainably.

Impact Indicators

68%

Lawyer Utilization

Built resource and capacity planning models for a 200-person law firm, reducing bench time and improving billable utilization.

42%

Audit Efficiency

Automated routine audit procedures for a mid-size CPA firm, reducing completion cycles and operational costs significantly.

$3.2M

Annual Revenue Recovery

Identified margin optimization opportunities across the engagement portfolio for a consulting firm, recovering hidden billing revenue.

The Challenges

Finance Bottlenecks
You're Likely Facing

Professional services firms face unique financial challenges that traditional systems can't handle effectively.

No Visibility Into Billable Utilization

Without accurate tracking of billable vs. non-billable hours, your effective hourly rate (EHR) and gross margin per consultant are based on guesswork.

No Real-Time, Project-Level P&L Visibility

Margins fluctuate per client or project, but if you're only reviewing finance at the firm level, you can't course-correct in time.

Manual Invoicing and Payment Follow-Up

Delayed invoicing and inconsistent AR tracking mean delayed cash, strained vendor relationships, and revenue leakage.

Resource Planning is Reactive, not Proactive

Lack of finance-delivery coordination often leads to over- or under-staffing, missed margin targets, and poor project profitability.

Reporting Is Static and Backwards-Looking

Board decks, monthly MIS, and performance dashboards are often delayed and disconnected from strategic decisions.

Strategic Impact

How DNA Growth
Supports Services

Comprehensive solutions designed specifically for professional services firms. Build a financial engine that converts time into predictable cash flow.

Talk To An Expert

Utilization & Margin Dashboards

Real-time view of billable % by team, project, and client linked to payroll and time tracking

Client & Project-Level P&Ls

Forecast profitability at the most granular level, plan better, quote better, and staff smarter

Automated Invoicing & Collections

Invoice triggers based on milestones or hours, with collections tracking and aging dashboards

Cash Flow Forecasting & Scenario Modeling

Understand the impact of delayed retainers, hiring plans, or new client onboarding on cash runway

Board & Stakeholder Reporting

Executive-ready dashboards that give internal and external stakeholders clarity and confidence

Real-World Successes

Proven results across the globe

14%

Margin Improvement

Built project-wise profitability models for a 120-person engineering firm, improving margins by 14%

37%

Reduction in AR Days

Automated invoicing and collections for a mid-sized legal advisory firm, reducing AR days by 37%

Global

Market Expansion

Helped a global HR consulting group model new service-line expansion across APAC and MENA markets

Integrations

Platforms & Tools We Work With

Seamless integration with your existing professional services technology stack.

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Let's transform your firm's financial operations

Full-stack Finance, Strategy, and Accounting Support for firms that sell time, trust, and talent.