Project & client margin
True margin by project, client and service line — so you can fire or fix the ones that lose money.
Industry · Agencies
A fractional CFO who gets agency economics.
Your profit lives in utilization, project margin and cash timing — not the top line. I make those visible so you can price right, staff right, and keep more of what you bill.
- Project-level margin
- Smoother cash
The problem
Busy, growing — and barely profitable.
The team is slammed and revenue is up, but margin is thin and cash is tight before payroll. Without project- and client-level margin, you cannot tell which work is worth doing.
What I help with
Keep more of what you bill.
Utilization & capacity
Track billable utilization so you price and staff for profit, not just for busy.
Cash-flow timing
Smooth the gap between paying your people and getting paid by clients.
How it works
Live and useful within 30 days.
01
Discovery call
Understand your agency, mix and goals.
02
Margin deep-dive
Get profitability by project and client.
03
30-day plan
Pricing, utilization and cash actions.
04
Ongoing partnership
A CFO keeping margins healthy as you grow.
Questions
Agency finance, answered.
Yes — blended retainer/project models are common, and getting margin right across both is exactly the point.
That is often the biggest lever — I will show you which work to reprice and by how much, backed by real margin data.
Let us make your agency keep more of what it bills.
Book a free discovery call and we will look at where your project margin really sits.