Who we help
An accountant for IT services companies and software agencies
Fixed-fee projects, hourly work, milestones, contractors and utilization. When profit depends on delivery, the accounts need to show it.
How finance works for IT services & agencies
IT consultancies and software agencies earn money on people's time. Profit depends on utilization, rates, project overruns and how quickly work turns into invoices and cash. Standard accounts show one payroll number and hide all of that.
Tools we see every day
- QuickBooks
- Xero
- Harvest
- Jira
- HubSpot
- Stripe
Where IT services & agencies finance usually breaks
Client and project profitability
Fixed-price software projects, utilization and developer cost per project, so you know what work to stop underpricing.
Read moreContracts, billing and revenue
Milestone and fixed-fee work needs unbilled and deferred revenue tracked so revenue follows delivery.
Read moreHiring and growth decisions
Know the utilization and billable rate a new developer or consultant needs to cover their cost, and when contractors are the better option.
Read moreBudget vs actual and reforecasting
Split a revenue miss into utilization, billable rate and headcount, and show how fixed-fee overruns flow into margin and the forecast.
Read moreMonthly management reporting
A monthly view that connects gross margin, utilization, project performance, receivables and cash, instead of revenue alone.
Read moreCatch-up and cleanup
Subcontractor costs and retainers posted to inconsistent accounts can be reclassified so margins become visible.
Read moreOutsourced bookkeeping
Moving from solo consultant to a team with subcontractors usually means the accounting setup needs rebuilding, not just more hours.
Read moreFinancial commentary and board packs
Connect falling profit to fixed-fee mix, utilization and overruns so the explanation is concrete.
Read moreFinance built for IT services & agencies.
Start with a clear look at where things stand and what should improve.