Industries · Professional Services

Fractional CFO Services for Professional Services Firms

Utilisation, realisation, effective billing rates, and the WIP management professional services firms live on.

Professional services economics run on people. A services CFO owns the utilisation and realisation math, understands why WIP and unbilled AR quietly become bad debt, and can design a compensation model that rewards the right behaviour.

Metrics that matter

  • Utilisation rate (billable hours / available hours)
  • Realisation rate (billed / worked)
  • Effective billing rate
  • Gross margin per project and per partner
  • WIP and unbilled AR aging
  • Revenue per employee

Common finance challenges

  • Project-level profitability visibility
  • Fixed-fee vs. T&M pricing strategy
  • Partner and consultant compensation design
  • WIP aging and write-offs
  • Practice-management system implementation

What to look for in a specialist CFO

  • Prior services / consulting / agency CFO seats
  • Understanding of project accounting
  • Experience with practice management systems
  • Partner compensation model design experience

Frequently asked questions

What's the single biggest financial risk for services firms?
Silent write-offs. Poorly aged WIP quietly becomes bad debt, and utilisation drift compounds into margin decline before anyone notices.

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