FOR AGENCIES AND PROFESSIONAL SERVICES FIRMS

The finance function behind a more profitable firm

Your margin is decided on engagements. Most reporting only resolves it at the firm level, once a year.

THE CHALLENGE

Where the margin actually goes

Revenue is the easy part. Three gaps decide whether any of it becomes profit.

Your margin is decided where you can see least

Profit is made or lost on individual engagements, through scope, staffing, realization and collections. Most reporting resolves it at the firm level, after the fact. Without engagement-level margin while the work is still in flight, pricing and staffing decisions rest on a lagging view.

Profitable on paper, short on cash

Project and retainer revenue makes cash lumpy. Work in progress builds, billing and collections lag, and gaps between engagements pressure working capital. Without cash forecasting and visibility into WIP and AR, you manage liquidity reactively, on a business whose largest fixed cost is payroll.

Your pricing model assumes hours you may not bill

Fixed-fee and outcome-based arrangements change the math, and faster delivery can shrink revenue under hourly assumptions. Protecting profit means pricing around value and rebuilding the margin model so better, faster work strengthens the economics instead of undercutting them.

The cost of finding

out at year-end

Engagements repriced after the money is already gone

Payroll covered with a credit line instead of a forecast

Efficiency gains that shrink revenue instead of margin

THE SOLUTION

The six numbers we look at first

If any of these takes more than a day to produce, that is the gap.

Engagement margin

Profit on the job, not on the firm.

Utilization

How much of the bench is on billable work.

Realization

What you billed against what you booked.

Effective rate

What an hour earns after write-offs.

WIP days

How long work sits before it is invoiced.

DSO

How long an invoice sits before it is cash.

One team for the whole finance function

If you have finance leadership, we extend it. If you do not, we are it.

Profitability by engagement and client

See true engagement margin while there is still time to act.

Utilization, realization, effective rates and true engagement margin in one place, in time to act on a job instead of reading about it at year-end.

Cash between engagements

Know what is coming in before making the next hiring decision.

Cash forecasting, tighter billing and collections, and WIP and AR you can see, so the next hire is a decision and not a gamble.

Pricing and forecasting for how you deliver

Make faster delivery strengthen margin.

Modeling and repricing engagements around value, and rebuilding the forecast so efficiency gains land in margin rather than in lost revenue.

Owner and partner reporting

Give partners a clear view of performance and distributions.

Clean books, a faster close, and reporting partners can act on, including profitability by service line and distribution planning.

How we work together

01

Assess

We map how finance runs today, across every entity.

02

Define

We agree on what to fix first and what it will take.

03

Transform

Our team works alongside yours to put it in place.

04

Refine

We keep testing whether it still fits as you grow.

Are you ready to take the next step?

What we do

At Quantum FBI, we are on a mission to transform finance in a big way, through technology and business intelligence services.

We transform what finance and accounting teams deliver, and how it is delivered.

What we do

At Quantum FBI, we are on a mission to transform finance in a big way, through technology and business intelligence services.

We transform what finance and accounting teams deliver, and how it is delivered.

Finance transformation Impact
0%
First-year impact

Savings and efficiencies in the first year

40% First-year impact
40% Faster close
60% Reporting efficiency

CONTACT US

Build the finance function your next stage requires.

Frequently Asked Questions

What's the difference between outsourced CFO services and a bookkeeper?

A bookkeeper records what already happened. An outsourced CFO and finance team help a firm decide what to do next; project profitability, pricing, cash forecasting, and firm strategy. Quantum delivers both, as one integrated function.

How does Quantum fit with a firm's team, or become it?

Quantum meets firms where they are. When a firm has finance leadership, Quantum extends it, adding capacity and closing capability gaps like FP&A, engagement profitability, technical accounting, and systems, so leaders focus on the decisions only they can make. When a firm doesn't have finance leadership in place, Quantum serves as its finance partner and plays that role in full.

Can Quantum evaluate and implement finance systems?

Yes. Quantum assesses whether the current stack is serving the firm, leads system selection and evaluation objectively, and manages implementation end to end — project management, ERP, expense, and spend management platforms; then, integrates them so data is reliable and reporting holds up.

Can Quantum show profitability by project and client?

Yes. Building project- and client-level profitability reporting — utilization, realization, effective rates, and engagement margin — is core to what Quantum does, so a firm can see where it makes money in time to act on it.

Can Quantum help a firm move away from pure hourly billing?

Yes. Quantum helps firms model and reprice engagements around value and outcomes, and rebuilds margin and forecasting so efficiency gains work in the firm's favor.

1460 Broadway, New York,

NY 10036, United States

(929) 822 5552 | [email protected]