Your firm is growing. Your back office hasn't kept up.
Most professional service firms reach a point where growth outpaces the systems supporting it. The work is strong. The financial infrastructure hasn't kept pace.
Decisions made on last month's numbers
Month-end close arrives weeks late. By then, the period it describes is already behind you, and the decisions it should have informed have already been made on instinct.
"We didn't know it had been our worst margin quarter until six weeks after it ended."
Revenue is visible. Margin by client isn't
Top-line revenue tells you the firm is active, not which clients are profitable or which engagements are absorbing margin. Without project-level P&L, the numbers that drive real decisions are simply absent.
"We were busy and growing. We had no idea how much we were leaving on the table."
Three vendors. No single source of truth
When bookkeeping, payroll, and tax sit with separate providers, the numbers rarely align. The founder becomes the connective tissue, reconciling outputs from systems that were never built to work together.
"I spent more time coordinating my finance vendors than I did closing new business."
Compliance tracked manually is compliance managed reactively
Quarterly estimates, multi-state payroll filings, 1099 submissions, entity renewals, each is a discrete deadline. Firms expanding across states or running contractor-heavy workforces carry compounding exposure that a shared calendar isn't built to manage.
"We missed a quarterly estimate because no one had it on their calendar. The penalty was $4,200."
Finance admin has a measurable opportunity cost
Founders spend an average of 8 to 10 hours per week on financial administration. At a $150 billing rate, that's $1,200 to $1,500 in unbilled capacity, every week, before accounting for the cost of context-switching from client delivery.
"Every Sunday night I told myself it was the last time I'd close the books myself."
Every hour spent managing finances is an hour not billed to a client.
$78K+
Annual foregone revenue at 10 hrs/week
3 weeks
Average delay in month-end close
68%
Founders making decisions without current data
Built for firms where time is revenue
Management consulting
IT consulting
Strategy consulting
Engineering
Architecture
Training & development
HR consulting
Executive coaching
PR firms
Marketing agencies
One partner handles everything.You handle your clients.
Bookkeeping, payroll, compliance, and business advisory - unified
Your finance function, built the right way
A single integrated finance operation replacing your bookkeeper, payroll vendor, and tax preparer, AI-powered for speed, expert human-reviewed for accuracy.
Real-time financial clarity
Know where your firm stands; today, not at month-end.
Current books, every day. Cash position, project-level margin, and utilization synced in real time from QuickBooks or Xero, so decisions are made on data, not last quarter’s instinct.
End-to-end finance operations
Bookkeeping, payroll, AP/AR, tax, all of it. Done.
Built for project-based complexity. Accrual accounting, mixed workforces, milestone billing, and multi-vendor payroll, handled in one system, by one team.
Compliance without the anxiety
Every filing handled. Every deadline met. Zero surprises.
Proactive, not reactive. Multi-state filings, contractor classification, quarterly estimates, entity renewals, tracked and submitted before they become problems.
Strategic Financial Guidance
Beyond accurate books, advisory that drives decisions.
Human expert review, included. Hiring models, service-line profitability, budget variance, and early alerts when margins or cash patterns shift.
Human Expertise, AI Speed
Fast because of AI. Trustworthy because of people.
AI handles the volume. Your expert team handles the judgment. SOC compliant, dedicated Slack support, and SLA-backed response times, so a real person is always within reach.
We track the numbers that actually drive your firm
If your accountant isn't tracking your margins by time, cost, and cash, they're guessing.
Numetix isn't.
Realization rate
What you actually collect versus what you bill. A firm billing $200/hr that realizes $162/hr after write-downs has an 81% realization rate, and a pricing discipline problem hiding in plain sight.
Others see:
Revenue recognized at invoice value
Numetix tracks:
Effective rate per engagement after write-downs, scope changes, and discounts, by client and project
One partner. Every metric. Built for how professional service firms actually operate.
81%
Average realization rate Most firms don’t track it
45-90 days
Revenue stuck in WIP and receivables Lock-up visibility from day one
Engagement-level
P&L by client, project, and service Not just firm-wide totals
You run the firm. We'll run the numbers.
Book a free financial review. We'll look at your current setup, identify what's costing you, and show you exactly what changes with Numetix.