Professional Services Accounting & CFO Solutions

As a professional services firm ourself, we know you want to focus on what you do best - delivering exceptional service to your clients. Our tailored services help you manage cash flow, streamline operations, and maximize profitability, alleviating the day-to-day headache of managing your firm’s finances.

Financial Clarity & Strategic Guidance for Professional Services Firms

Professional services firms face unique financial challenges, from managing project-based revenue to controlling labor costs and ensuring profitability.

Till CFO understands these complexities and offers financial strategies that help your business maintain efficiency, compliance, and profitability, no matter your firm's size or specialty.

Our Services Tailored to Your Firm:

Budgeting & Cost Management

Control labor costs, overhead, and other key expenses to maintain sustainable margins.

Cash Flow Management

Ensure a steady and predictable cash flow by optimizing invoicing, billing cycles, and collections processes.

Project Profitability Analysis

Understand which projects and services deliver the most value to your business and refine your focus accordingly.

Compensation & Benefits Structuring

Design compensation plans that balance employee satisfaction and retention with cost control.

Compliance & Tax Planning

Stay compliant with industry-specific regulations and optimize your tax strategy for long-term savings.

Succession & Exit Planning

Plan for the future of your firm, whether through growth, sale, or generational transfer.

Why Choose Till CFO?

Industry Expertise

We specialize in working with professional services firms including legal, consulting, architecture, marketing, engineering, recruiting, and other advisory-based industries.

Proven Team and Track Record

Till CFO has a track record of helping professional services firms reduce financial inefficiencies and improve profitability. We also have unique insight (and plenty of hindsight!) as a services firm ourselves.

Actionable Insights

We offer more than just number-crunching. We provide strategic advice that helps you grow your business and increase profitability.

Scalable End-to-End Solution

Our strategies are customized to meet the unique financial needs of your service-based business, no matter if you’re 15 or 150+ employees.

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What Our Clients Say

"The team at Till CFO is building something real — they're trusted partners helping us get our financial operations to where they need to be as we scale. Having a team that both understands the numbers and thinks ahead about systems and automation has been invaluable."

Drew Horner

Founder & CEO, Deliverzen

“You guys have done a great job. The level of service has been outstanding, and your ability to weave in technological solutions is a real competitive advantage. We’d love to keep working with you on future projects. I see all kinds of people who need your services.”

George Clark

Executive Chairman & Investor, Reframe Search Capital

"The team at Till CFO digs into the details in a way that actually makes a difference — whether it's a vendor expense breakdown, catching an issue with our R&D tax credits before it became a problem, or walking through a cash forecast that finally makes burn feel manageable. I've come to rely on them more over time, not less."

Jessie Jensen

COO, Skipify Inc.

We Track Key Metrics That Matter for Professional Services Firms

Below are some of the many critical KPIs our CFOs focus on improving for our clients:

Utilization Rate

Maximize the efficiency of your team by tracking and improving billable hours.

Profit per Partner/Employee

Understand how your team members are contributing to overall profitability.

Gross Profit Margin

Maintain strong margins through effective pricing, cost management, and resource allocation.

Client Retention Rate

Ensure that your business is not only acquiring new clients but retaining long-term, profitable relationships.

Project/Engagement Profitability

Track the profitability of each engagement to optimize service offerings and client relationships.

Our Process: A Collaborative Approach

STEP 1

Initial Consultation

We begin by understanding your firm's business model, financial challenges, and long-term goals.

STEP 2

Financial Health Review

Our team conducts an in-depth review of your current financial operations, identifying key areas for improvement.

STEP 3

Strategy Development

We develop a custom financial strategy, focusing on improving profitability, managing cash flow, and ensuring compliance.

STEP 4

Ongoing Support & Insights

We provide continuous CFO-level support, offering regular financial reports and actionable insights to guide your firm’s growth.

Frequently Asked Questions

What is an embedded finance team and how can they benefit my business?

An embedded finance team provides high-level financial expertise on a part-time or project basis, offering strategic financial guidance without the cost of a full-time CFO. They help with financial planning, cash flow management, fundraising, and strategic decision-making, making them ideal for businesses that need expert financial management but cannot justify a full-time CFO hire.

How does Till CFO determine which service tier is right for my business?

Till CFO conducts an initial consultation to assess your business’s financial needs, growth stage, and strategic goals. Based on this evaluation, we recommend the most suitable service tier — Build, Grow, or Scale — to ensure you receive the appropriate level of financial support and expertise.

What kind of businesses typically benefit from Till CFO services?

Till CFO's services are ideal for businesses in the technology (especially SaaS, AI, and FinTech), professional services (consulting, legal, marketing, etc.), non-profit, and financial services sectors. Our clients typically have companies at a growth inflection point and are looking to optimize their financial operations, secure funding, and scale their business. However, we do work with a handful of companies outside these industries. Get in touch today to explore how we can support!

How does the engagement process work with Till CFO?

Engagement begins with an initial consultation to understand your business needs. Following this, we tailor a plan specific to your requirements and assign a dedicated team of financial experts led by a CFO partner or controller. Regular meetings and continuous support ensure that your financial strategy aligns with your business goals. The frequency and depth of these interactions depend on the service tier selected.

How can Till CFO assist with fundraising and capital raising efforts?

Till CFO's partners bring extensive experience in preparing businesses for fundraising. This includes creating compelling financial presentations, developing an equity story, optimizing financial structures, and supporting negotiations with investors. Our goal is to ensure you secure the necessary capital efficiently and on favorable terms.

How does Till CFO's service differ from the work done by my bookkeeper?

While bookkeepers handle essential tasks such as recording transactions, managing payroll, and reconciling accounts, Till CFO provides strategic financial leadership. Our CFOs offer high-level financial planning, strategic budgeting, capital raising guidance, risk management, and performance analysis— services that go beyond the scope of typical bookkeeping. This strategic oversight helps businesses make informed decisions, optimize growth, and navigate complex business challenges. That being said, we do offer comprehensive bookkeeping and accounting services for growing companies in support of our embedded finance system.

Every Till CFO engagement begins with a clear view of where your financial function stands today, and where it’s falling short. Our embedded CFO team conducts a comprehensive assessment to uncover gaps in visibility, decision-making, and forward planning.

From there, we align on what actually matters: the decisions ahead of you, the complexity you’re navigating, and the level of financial leadership required to support it.

Whether you’re scaling quickly or operating at size, the question isn’t experience, it’s whether your current financial structure can keep up with where the business is going.