For professional services
Know which clients and people make the margin.
For agencies, consultancies and accounting firms. Dear CFO connects your books and CRM, and brings in time and utilization data, so revenue per head, margin by client and cash collection are always current.
Works with
Utilization
78%
+4 pts
Revenue per head
$212K
+8% YoY
Illustrative figures
The problem
Busy is not the same as profitable
Everyone is flat out, yet margin slips. Time lives in one tool, invoices in another, pipeline in a third. Which clients and service lines actually pay is anyone’s guess until year end.
- Time and utilization in a tracker or sheet
- Pipeline in HubSpot or Salesforce
- Invoices and payroll in the books
Time and utilization from your tracker come in through Google Sheets or BigQuery.
QuickBooks Online
Xero
HubSpot
Salesforce
Google Sheets
Dear CFOOne live set of numbersHow it works
Everything flows into one live set of numbers.
Each system syncs on its own schedule into one managed warehouse. Statements, metrics and answers all read from it, so they always agree.
Live statements
P&L and balance sheet, current
Your metrics
Defined once, kept current
Answers
Ask in plain English
Numbers you can track
The numbers professional services firms run on.
Illustrative figures
Margin by client
Revenue by client from the books, beside the cost of serving them.
1 client under water
Utilization
Billable hours against capacity, brought in from your time data through Google Sheets.
78% billable
Revenue per head
Revenue against headcount, over time.
$212K per head
Pipeline
Open opportunities from your CRM against capacity.
$1.4M
weighted pipeline
Cash runway
Cash against monthly burn, from the books.
9 months
at current burn
What you get
Built on the whole system.
KPI dashboards and scorecards
Define each metric once and use it everywhere: dashboards built from tiles, and a scorecard where every seat owns the numbers it is accountable for.
Learn moreLive financial statements
Your P&L, balance sheet and cash flow built live from QuickBooks or Xero, next to plan and forecast, for one company or several consolidated.
Learn moreAI financial analyst
Ask questions about your revenue, cash, customers and margins in plain English. Dear CFO answers from your own books and shows the work behind every answer.
Learn moreQuestions
Dear CFO for professional services firms
Do you connect to our time-tracking tool?
Not directly. Time and utilization data come in through Google Sheets or BigQuery, next to your books and CRM.
Can I see margin by client?
Yes, where your books record revenue by client or class. It sits next to the cost of serving each client.
Does it change anything in our systems?
No. Dear CFO only reads from the systems you connect.
See it against your own numbers.
Create a login and connect your systems in minutes, or book a call and we will walk through it with your business in mind.