Professional Services
Payroll and reporting for firms where people are the biggest cost and getting paid on time is not optional.
This is likely a fit if…
- Firms where people cost is the largest line and utilisation matters
- Owners who need consistent cash collection to fund payroll
- Partners wanting clearer monthly reporting without an internal finance hire
Exactly what you get. Not a vague scope.
Payroll and contractor payments
Managed carefully so the team is paid accurately and on schedule.
Reporting by service line or division
Set up during the review so profitability is visible where it matters.
Accounts receivable discipline
Structured follow-up so cash collection does not sit on the owner.
What good looks like
- 01
A stable monthly rhythm despite lumpy fee timing
- 02
Clearer margin visibility across service lines
- 03
Time back for partners to focus on client work
From where you are now to a monthly rhythm that just works.
- 01
Strategic Finance Review
- 02
Review and scope
- 03
Transition and setup
- 04
Ongoing monthly rhythm
Ready to find out what level of support actually fits?
One conversation with Jamee, CPA. No pressure, no jargon.