Professional Services Firm
Unlocking Profitability Through Strategic Pricing
The Challenge
A service-based agency struggled to price confidently, leaving contracts underpriced and profitability uncertain. Without clear financial metrics, growth felt risky.
Our Solution
We expanded from bookkeeping to full FP&A support, including:
- Reviewing contracts and pricing structures.
- Calculating optimal billing rates and comparing them to real client rates.
- Providing actionable recommendations for pricing conversations.
- Introducing KPIs to measure profitability and efficiency.
The Results
Armed with clear data, the agency raised rates strategically, strengthened client relationships, and pursued new business with confidence — all tracked through ongoing KPI reviews.
Key Takeaway
Profitability is a strategy, not an accident. The right financial insights turn pricing from a pain point into a competitive advantage.
Ready to write your own success story?
Let’s talk about how we can help your business gain clarity, control, and confidence in its next phase.
