Fractional CFO, Controller & Bookkeeping

Transform Your Professional Services Firm with Strategic Financial Leadership

Cash flow blind spots. Uncertain project margins. More than half of professional services firms face both. Without proper financial leadership, even successful firms hit growth walls.

Stop Flying Blind with Your Finances

Growing a professional services firm with 10-30 employees means you’re caught in the middle—too big for basic bookkeeping, but not large enough for a full-time CFO. You’re probably experiencing:

  • Cash flow surprises that threaten payroll and operations
  • Project profitability guesswork that erodes margins
  • Month-end closes that take weeks instead of days
  • Growth decisions made without reliable financial data

We provide fractional CFO and strategic financial management specifically for professional services firms, giving you C-suite financial expertise without the C-suite price tag.

Book Your Strategic Finance Session

How We Help

Our Strategic Approach to Professional Services Finance

Here’s how we can assist:

  • Strategic planning and financial modeling for growth
  • KPI development and executive dashboards
  • Pricing optimization and profitability analysis
  • Cash flow management and forecasting
  • Month-end close process optimization
  • Financial reporting and variance analysis
  • Budgeting and forecasting support
  • Internal controls and process improvement
  • Full Software management and optimization (eg, QuickBooks, Deltek, etc.) 
  • Revenue Recognition and WIP management
  • Accounts payable and receivable management
  • Tax-ready financial statements
  • Accurate project cost tracking

Our services are Perefect for Professional Services Firms That

Have 10-30 employees

Need strategic financial guidance without the cost of a full-time CFO

Want to scale efficiently and profitably

Value cultural competency and seamless communication

Are ready to strengthen their financial operations

Is Your Business Ready for Expert Guidance?

Identify Your Financial Blind Spots

Industries we Serve

Each professional services sector has unique financial challenges. Our tailored approach addresses specific needs:

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Marketing and Advertising Agencies
Marketing and Advertising AgenciesManaging project costs across multiple campaigns while tracking profitability by client and service line.
Consulting Firms
Consulting FirmsOptimizing utilization rates and billing efficiency while forecasting cash flow from project-based revenue.
Architecture and Design Studios
Architecture and Design StudiosTracking project phases and change orders while managing long-term project cash flow cycles.
Law Firms
Law FirmsTrust account management, matter profitability analysis, and partnership distribution planning.
Technology Service Providers
Technology Service ProvidersBalancing recurring revenue with project work while planning for growth investments.
Creative Services Agencies
Creative Services AgenciesManaging retainer vs. project revenue mix while optimizing team utilization and pricing.

Take Your Next Step Toward Financial Excellence

Schedule a free consultation to learn how our fractional CFO and bookkeeping services can help your professional services firm thrive. 

Get a free consultation

Access Free Resources

Unlock Your Firm's Financial Potential

Grow your business with our expert guides and tools designed specifically for professional services firms:

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Billing/ Cost Rate Calculator
Are you charging your clients appropriately? Are your margins ensuring sustainability and growth? Our Billing Rate Calculator is here to eliminate the guesswork.
Download
Cash Flow Forecast Template
This guide is designed to provide you with a comprehensive roadmap to take your professional services firm to the next level.
Download
The Profitable Scaling Playbook for Professional Services Firms
Designed to help professional services firms overcome common scaling challenges.
Download
Fractional CFO Checklist
If you're feeling overwhelmed by financial complexities but not ready to commit to a full-time CFO, a Fractional CFO might be the perfect fit.
Download
Bookkeeping Checklist
This free checklist simplifies bookkeeping by breaking it down into daily, weekly, monthly, and annual tasks—so you can stay on top of your finances with ease.
Download

Thought Leadership

Explore more Services by Haile Solutions

Explore other high-quality consulting services we offer to help your business reach its full potential

Process Improvement

Software Selection

Project Management

Change Management

ERP Implementation

Take Your Next Step Toward Financial Excellence

Book Your Strategic Finance Session

Stop making critical business decisions based on incomplete financial information. Schedule a complimentary Financial Health Assessment.

We never share data. We respect your privacy. 

Providing consulting solutions to project-based /professional services companies

Useful Links

Contact Info

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Unlock Financial Mastery!

Our System Cost Benefit Calculator is here to guide you through the complexities of investment analysis. Effortlessly evaluate costs and benefits to make informed, strategic choices. It’s time to empower your financial planning with precision and confidence. 

Fill out this form to download it

We never share data. We respect your privacy.

Get Ahead in Your ERP Journey!

Our comprehensive RFP Template is designed to guide you through the complexities of choosing the right ERP system. It’s the perfect tool to compare and evaluate ERP vendors efficiently. Don’t miss out on this opportunity to streamline your ERP selection

Fill out this form to unlock the key to a seamless ERP selection process!

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Are Your Prices Profit-Driven? Find Out Now!

Maximize your earnings by ensuring every price point reflects your true costs and desired profit margins. Our state-of-the-art calculator analyzes, advises, and aids in crafting the perfect pricing strategy for your offerings.

Fill out this form to download it

We never share data. We respect your privacy.

Hi there

Thanks for visiting our website, please feel free to look around.

Note that we are currently helping our existing clients implement new projects, change programs, and update their processes to maximize their efficiency and profitability.

We live up to our values, Client First, Professionalism, Accountability and Communication. Taking on more clients now would undermine these values. If you would like to work with us, then please complete your details below. Depending on your requirements, we will either let you know when we can help you or we can give you some recommendations.

7 Steps to selecting the right ERP System

Fill out the form below to receive a free guide to select the right ERP system for your business.

We never share data, we respect your privacy.

Creating a set of SOPs can feel overwhelming, we're here to help you

So we’ve created a free template to help you get started.

Just fill in the form below and you’ll get access to it right over.

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Get a free change communication plan for your business

Are you ready to take the next step in managing the change associated with any major change initiative in your organization?

Fill out this form and you’ll get a FREE change communication plan that will get you there. 

We never share data. We respect your privacy.