Clear Numbers. Confident Growth.

Strategic Finance Leadership- When You Need It, Without the Overhead

Most growing firms wait too long to bring in finance leadership. Don't be one of them.

We give you experienced CFO and controller support before it starts costing you.

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.

Financial Outcomes You Can Count On

A strategic financial partner transforms how your firm operates and grows. Here’s what you can expect:

Cash Flow
Predictability

Get 13-week rolling forecasts so you always know what's coming and can make confident decisions about hiring, investments, and growth.

Project Profitability Clarity

Know which clients and projects drive profits (and which ones don't) with real-time margin analysis and billing optimization.

Faster Financial Reporting

Reduce month-end close from 2+ weeks to 3-5 days with streamlined processes and automated reporting.

Growth-Ready
Financial Systems

Scale confidently with KPIs, budgets, and financial systems that support your expansion without breaking.

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

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

Is Your Business Ready for Expert Guidance?

Industries we Serve

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

Why Professional Services Firms Choose Haile Solutions

Industry Specialization

We exclusively serve professional services firms, so we understand your unique challenges—from utilization rates to project-based cash flow.

Client Results

Our clients consistently improve their cash flow management, WIP tracking, revenue recognition, and billing processes. Most importantly, they gain actionable KPIs that help them make confident business decisions for the first time.

Cultural Bridge

Our bilingual team (English/Spanish) provides cultural competency that connects US business practices with Latino business culture.

Right-Sized Solutions

Purpose-built for firms with 10-30 employees—you get CFO-level strategy without paying for enterprise complexity.

Testimonials

What Our Clients are Saying

Nancy Murray former CEO, WorkBook Inc & Global MD Deltek Agency

Haile Solutions is an absolute creative agency operations consulting gold standard. As former WPP Op Co executives, Mike Haile and his team deliver exceptional methodology to leverage cutting-edge technology, and their engagement is highly professional, trustworthy, and accountable. Expert consulting to the point, with exactly what you need to succeed.

Per Christensen Former Delivery Director at Deltek

The Haile Solutions team is a group of dedicated professionals. Mike and his team worked on many projects for us, and they delivered them all with professionalism, enthusiasm, and tenacity. They always put us as the client first, even when it was at their expense. I always knew that I could count on them and they gave me that most valuable commodity.... peace of mind.

Cathy Lindquist CFO

Mike Haile is an excellent Financial and Systems professional. The combination of these skills made him an invaluable asset to both the Finance and IT teams. He also has excellent project management skills while keeping his eye on the big picture and ensuring the business needs were at the forefront of every decision.

Kriste Goad Owner/Chief Fire Starter at Fuoco

Mike and his team are way more than software experts they're business partners and good humans. From Day One, Mike has proven himself a trusted advisor and kept our best interest in mind. As a young, boutique agency, we've benefited repeatedly from Mike's experience working with some of the world's largest firms, and I value his counsel and friendship.

Ready to Take Control of Your Firm's Financial Future?

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

  • Your biggest financial blind spots
  • Quick wins to improve cash flow
  • A roadmap for scalable financial systems
  • Whether fractional CFO services are right for your firm

What to Expect:

  • 45-minute strategic discussion (not a sales pitch)
  • Honest assessment of your current financial position
  • Specific recommendations for your situation
  • Clear next steps, whether we work together or not

Thought Leadership

Explore more Services by Haile Solutions

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

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.

Don't Wait Until Cash Flow Forces Your Hand

Every month without proper financial leadership costs you:

  • Missed growth opportunities
  • Unprofitable projects that drain resources
  • Tax planning surprises
  • Inability to make confident hiring decisions

The best time to implement strategic financial management is before you need it

Book Your Strategic Financial Session Today

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

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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.

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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. 

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