A permanent strategic co-pilot providing the financial sobriety and professional stewardship required to ensure your firm's growth is profitable, sustainable, and intentional.
The Partnership
Success in professional services often creates a unique kind of quiet chaos. As your firm scales, the financial variables multiply. Suddenly, you are not just managing projects; you are managing complex overheads, shifting margins, and the strategic weight of future growth.
Most firm leaders find themselves managing finances by instinct, not for a lack of talent, but for a lack of time. Our CFO Advisory is designed to provide the permanent strategic oversight your firm needs, so you can focus on the craft that built it.
Partnership Details
The Rhythm
We do not just tell you what happened last month; we tell you what it means for next year.
Once a month, we strip away the spreadsheet noise. We provide a short, sharp briefing on the real health of the firm, translating the data into a clear story of where you are winning and where you are drifting.
We proactively monitor your overhead, project margins, and realisation. If the firm starts to tilt toward unprofitable busyness, we are the first to pull the handbrake and help you recalibrate.
Every 90 days, we zoom out. We align your financial capacity with your long-term goals, ensuring that every hire, lease, or expansion is backed by data rather than just hope.
Choose Your Level
Not every firm is at the same stage. Select the level that matches your firm's current rhythm.
Tier 1
Are we on solid ground?
Best for: Established firms seeking professional peace of mind.
A secure foundation.
Tier 2
Is our growth profitable?
Best for: Growing firms looking to fix leaky margins.
A high-performance engine.
Tier 3
What is our next move?
Best for: Mature firms engineered for scale or succession.
A legacy-ready enterprise.
The Advantage
Before you make a high-stakes move, like a new senior hire or a practice area pivot, you run the numbers through us. We provide the sober second opinion every leader needs.
No more April surprises. We maintain a 12-month rolling view of your cash flow and tax obligations, so you can see the future before it arrives at your bank account.
We provide the objective data needed to keep the leadership team on the same page. We replace partner-level hunches with a unified financial truth.
We optimise your drawings and reinvestment. We make sure the partners are actually being rewarded for the risk of ownership, not just for their billable hours.
Selecting the right tier is a strategic decision in itself. We usually recommend starting with a Profit Triage to determine where your firm currently sits on the maturity curve.
Start with a Profit Triage →Warning: Regardless of the tier you choose, we will always be honest about your overhead. It is a standard feature of a trusted relationship.
Already know your tier?
Discuss your advisory partnership →