The numbers behind every billable hour.
Bookkeeping, tax, and CFO advisory for consultancies, agencies, and professional firms. Utilization, realization, work in progress, and partner draws, set up in the system from day one.
Project-based billing is our home turf. WIP, partner draws, engagement profitability. We speak the language your firm runs on.
Four numbers your firm runs on. Plainly explained.
The KPIs pro services firms quietly succeed and fail by. We bake them into your monthly reporting so the call to make is always obvious.
Utilization
(the share of staff hours billed to clients)Tracks how much of your team is actually generating revenue. We surface it by person, by department, and by engagement, so the puzzles get specific.
Realization
(the share of billed hours that get paid in full)Where the margin actually leaks. Discounts, write-offs, and uncollected hours show up here long before they show up in the bank balance.
Work in progress (WIP)
(revenue earned but not yet invoiced)WIP that sits too long is profit at risk. We age it weekly and flag the engagements that are slipping past your billing rhythm.
Engagement profitability
(gross margin on a specific project)Some clients pay the rent, others quietly burn it. We rank engagements by profitability so the pricing conversation is sharp the next time it comes around.
Five flavors of professional services. One bench.
Different engagements, different billing models, same need. Books that reflect the firm's economics, not a one-size-fits-all chart of accounts.
Consultancies
Strategy, management, and specialist consultancies running on partner hours. Realization by partner, engagement profitability, draw distributions, the works.
Agencies
Marketing, design, and creative agencies juggling retainers and projects. We split the two cleanly in the books so retainer margin never hides under project chaos.
Engineering and architecture
Project-based billing across multi-phase engagements. WIP tracked by phase, percentage-of-completion revenue recognition when needed, milestone billing.
Tech and product consultancies
Implementation and dev shops with fixed-bid and time-and-materials work side by side. Plus SR&ED capture on the genuinely novel pieces.
Specialist firms
Recruiters, expert witnesses, niche advisory firms. Lean teams, partner-led delivery, complex draw structures. We have done it.
The conversations a managing partner has on Sunday night.
The questions firms usually wrestle with alone. We answer them with numbers, not instinct.
"Our utilization looks fine but margin is thinning. What is actually happening?"
"Should we shift retainer revenue to project pricing? What changes in the books?"
"Two partners want different draw structures. Can the books support that?"
"One client is 40 percent of revenue. How do we model the de-risk?"
Real firms. Specific outcomes.
Three snapshots of where pro services firms stood when they came in, and where they landed within a year.
Realization at 71 percent. No clear view of which clients leaked.
Per-engagement margin reporting. Realization up to 91 percent in two quarters.
Retainers and projects mixed in one revenue line. Pricing felt like guessing.
Separate P&L by service line. Retainer profitability surfaced, projects re-priced.
WIP sat for 90+ days. CAD 200K of revenue out of reach.
Weekly WIP review, billing rhythm shifted. WIP down by half within a quarter.
Exactly how we solve the problems keeping you up at night.
Growth almost killed us, twice. We had a million dollars in invoices that weren't coming in, and the Numinor CFO team showed up with strategies. A year later, our consultants are booking 20 percent more revenue.
Numinor helped us close our last round. They built the data room that closed the financing. The biggest reason I'd recommend them: I spend less time in the business and more time on the business.
Four weeks between incorporation and our first close. Our investors keep asking why our books are always on time and so easy to pull. The answer is: that's just how Numinor works.
Partner questions, plainly answered.
Have one we have not covered? Email the team and we will come back within a business day.
Yes, including mixed structures (one partner on salary, another on draw, a third on profit share). We build the chart of accounts to keep the splits clean and the personal tax outcome optimized.
Yes. For engineering, architecture, and long-cycle project firms, we recognize revenue on percentage-of-completion when it fits IFRS or ASPE. We document the policy and stand behind it at audit time.
Yes, that's a standard part of the work. Engagement-by-engagement gross margin, ranked and trended, with the staffing or pricing levers called out where they make the biggest difference.
Common. We integrate with Harvest, Toggl, Productive, BigTime, and most practice management systems. The data lands in the books with the right tags so the reports are one click away.
Yes. Solo consultancies and small partnerships are a quiet specialty of ours. We scope the work flat so the cost stays proportional to the size of the firm.
Stop worrying about the CRA. Start focusing on your product.
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Twenty minutes. Real answers. No pitch deck.