For studios, firms & agencies

Know which work
is worth
taking on.

A full schedule doesn’t tell you which projects make money. We help you understand project costs, what your team can take on, and when completed work will be paid.

Areas of focus

The work.
The team.
The return.

01

Which projects are profitable?

Review fees against the time and costs of delivery. Look at scope changes, write-offs, and delays in payment.

Money
02

What work is likely to come in?

Review prospective projects, how often you win them, repeat clients, and referrals before planning your next hire or sales effort.

Growth
03

Where is the team’s time going?

See who can take on the next job, which approvals are holding work up, and which completed projects are ready to invoice.

Operations

Business context

Busy doesn’t
always mean
profitable.

When the team is stretched, another hire may help. A pricing change, tighter scope, or a faster handoff may also help. We review the causes before recommending the next move.

A starting point

Choose where
to begin.

The first priority might be sending invoices as soon as work is approved, catching extra revisions before they become unbilled time, or checking workloads before accepting another project. The business review helps decide where to start.

Explore the business review

A first conversation

Let’s look at
the work ahead.

Tell us about the projects, team, or payment questions you’re working through.

Let’s talk