Fractional CFO for Professional Services
WIP tracking, billing efficiency, and cash management for law firms, accountancies, and professional practices.
Financial Challenges in Professional Services
Running a professional services business comes with unique financial complexities. Sound familiar?
Work in progress accumulation
Unbilled WIP ties up revenue. The gap between work done and invoices sent grows silently.
Collection delays
Professional fees often face slow payment. Clients dispute bills. Cash flow suffers.
Partner profit splits
Multiple partners with different contribution levels need fair, transparent distributions.
Compliance costs
Professional indemnity, regulatory fees, and CPD requirements create fixed cost overhead.
CFO Solutions for Professional Services
Finley provides the financial intelligence professional services businesses need, at a fraction of traditional CFO costs.
Revenue pipeline visibility
Track work in progress through to collection. Identify billing bottlenecks.
Aged receivables analysis
Monitor outstanding invoices by age and client. Prioritize collection efforts.
Profitability analysis
Understand margins by matter type, client, and fee earner.
Cash forecasting
Project cash needs accounting for typical billing and collection cycles.
Results for Professional Services
What professional services businesses achieve with Finley
Get Started in 3 Steps
From upload to insights in 60 seconds. No financial expertise required.
Upload Your Data
Export a CSV from your bank or accounting software and upload it to Finley.
AI Analysis
Our AI analyzes your professional services-specific financial patterns in seconds.
Get Actionable Insights
Receive your financial health score, cash flow forecast, and personalized recommendations.
FAQs for Professional Services
Common questions from professional services businesses
Do you integrate with practice management software?
Finley works with CSV exports from Clio, PracticePanther, ActionStep, and other practice management systems. Direct integrations are planned for Enterprise customers.
How do you handle trust accounting?
Trust funds should be tracked separately from operating accounts. Upload your operating account transactions for business financial analysis. Trust account management requires specialized compliance software.
Can you help with partner compensation planning?
Finley provides the financial data needed for partner discussions: firm profitability, cash available, and forecast scenarios. The actual compensation structure is your partnership decision.
CFO Intelligence at Startup-Friendly Prices
Traditional CFOs cost £150,000+/year. Fractional CFOs charge £50,000+. Finley delivers the same strategic insights for professional services businesses starting at £49/month.
- Free tier with no credit card required
- Pro plan from £49/month
- 100% money-back guarantee
- Unlimited analyses
- 3-6 month cash forecasting
- Automated monthly reports
- Priority support
Ready to Transform Your Professional Services Finances?
Join professional services businesses that have discovered hidden cash leaks and accelerated growth with Finley.
No credit card required • 60-second analysis • Money-back guarantee