Services
We help founder-led and partner-led professional services organizations build the financial and
operational discipline needed to scale - without losing margin, visibility, or control. With 20+ years
across finance, operations, and executive leadership, we serve as a hands-on fractional CFO
partner who turns fragmented reporting, inconsistent workflows, and reactive decision-making into
a structured, KPI-driven operating system.
We service several industries, including architecture/engineering services firms, legal services, real estate and
construction, and SaaS/technology - often in multi-entity environments where leadership needs
reliable forecasting, clean dashboards, and improved cash flow to support growth. We are known for
bridging accounting, operations, and people processes (admin/HR), so financial strategy actually
translates into execution.
Clients typically engage us when they have outgrown “owner intuition” and need a CFO-level
operating cadence - clear unit economics, forward-looking visibility, and decision support that
protects margin as the firm scales. We help leadership teams build an annual operating plan, translate
pipeline and delivery capacity into reliable forecasts, and put the right KPIs in place (utilization,
realization, gross margin, cash conversion) so partners can make confident calls on hiring, pricing,
and investment.
Where We Add The Most Value
- Founder-led organizations approaching a financial or operational complexity ceiling.
- Services organizations needing stronger financial visibility and operational discipline.
- Companies seeking a hands-on Fractional CFO or strategic financial advisor without a full-time executive hire.
Working with Prime Advisors:
- Strategic planning + AOP: annual plan, rolling forecast, and scenario modeling tied to service line and growth goals.
- Services unit economics: utilization/realization, pricing and staffing usage, and margin improvement by team/project/service line.
- Cash conversion: billing and collections strategy, working capital management, and cash forecasting to reduce volatility.
- Executive visibility: partner/owner dashboards and KPI rhythm that connects pipeline, delivery, and financial results.
- Finance function build-out: right-sized close/reporting, systems, and controls that enable faster decisions (not just cleaner books).