Case Study
From Revenue Growth to Profit Clarity (Professional Services Firm)
Custom-hosted trainings designed to demystify your numbers, build financial confidence, and turn strategy into success.
Business type
Multi-service consulting firm
Annual revenue
~$3.2M
Team size
Founder-led, 18 people
The Situation
The business was growing consistently year-over-year—but profitability felt unclear.
- Revenue increased ~28% YoY
- Cash flow felt tight despite growth
- No visibility into profitability by service line
- Hiring decisions were being made reactively
The CEO described it as:
“We’re growing, but I don’t feel in control of the numbers.”
What We Identified
Through the Financial Truth + Profit Architecture pillars:
- One core service line was generating ~65% of revenue but only ~38% of profit
- A smaller advisory offering had 2.5x higher margins but was underutilized
- Pricing had not been adjusted in over 2 years
- Delivery costs were misaligned with pricing structure
What We Implemented
- Service-line profitability analysis and restructuring
- Strategic pricing adjustments (8–15% increases across key offerings)
- Reallocation of delivery resources toward higher-margin work
- Forward-looking financial model tied to hiring and capacity
The Outcome (within ~6 months)
- Overall gross margin improved from 42% → 55%
- Monthly cash flow stabilized and became predictable
- CEO shifted hiring toward high-margin service delivery
- Revenue continued growing—but now with intentional profitability
The Real Shift
Before:
Growth without clarity
After:
Growth with profit-driven decision-making
At a glance
+13 pts
Gross margin improvement
~6 months
Time to stable cash flow
2.5×
Margin lift on advisory offering
8–15%
Strategic pricing increases
See what your numbers are really telling you
Start with a Financial Truth session — we’ll surface the gaps in 90 minutes.