The Consulting Firm Profitability Scorecard™

Is Your Consulting Firm as Profitable

as Your Revenue Makes It Look?

Your firm may generate $1M to $10M in revenue, but revenue alone doesn’t reveal profitability, team utilization, pricing effectiveness, or healthy cash flow.

The Consulting Firm Profitability Scorecard™ evaluates 15 financial indicators in about 10 minutes to identify financial strengths, gaps, and blind spots reducing profitability.

Revenue Is Only One Number.
These Are The Numbers Behind It.

A growing consulting firm can look successful from the outside while financial problems are developing underneath the revenue.

You can land more clients and still have shrinking margins.

You can grow your team and still have poor utilization.

You can increase revenue and still experience cash flow pressure.

You can have profitable services subsidizing unprofitable ones without realizing it.

That's why knowing your revenue isn't enough.

You need to understand what's happening behind it.

The Consulting Firm Profitability Scorecard™ gives you a quick way

to evaluate the financial areas that deserve your attention.

What Will You Discover?

Profitability

Evaluate whether you understand what's actually driving profit inside your firm, including:

  • Overall Profit Margin

  • Client Profitability

  • Service-Line Profitability

  • Engagement/Project Margin

People & Capacity Economic

Determine whether your team's economics are supporting profitable growth through:

  • Consultant Utilization

  •  Billable vs. Nonbillable Labor

  •  Revenue per Employee

  •  Hiring Economics

Revenue Quality &

Client Economics

Look beyond total revenue to evaluate

  • Revenue Concentration

  • Pricing & Realization

  •  Scope Creep

Cash Flow &

Financial Stability

Evaluate whether your firm has the financial foundation to support its growth through:

  • Cash Flow Visibility

  •  Cash Reserves

  •  Tax Readiness

  •  Accounts Receivable & Collections

Discover Your Firm's Profitability

This isn't another generic business finance checklist.

The Consulting Firm Profitability Scorecard™ was developed around the financial realities of running a consulting firm.

When people are one of your largest investments, client engagements consume significant capacity, and profitability can vary dramatically from one client or service to another, you need to understand more than what's sitting in the bank.

You need visibility into the economics behind the business.

This scorecard helps you start that conversation.

Created by Dr. Octavia Conner

Dr. Octavia Conner is an award-winning Virtual CFO, financial and tax strategist, professional speaker, best-selling author, and Founder and CEO of Say Yes To Profits®, a nationally recognized Virtual CFO and tax advisory firm serving founder-led consulting firms generating $1 million to $10 million annually.

With more than 23 years of experience in accounting, finance, and tax strategy, Dr. Octavia brings a rare combination of corporate expertise and firsthand entrepreneurial experience to her work.

After leaving Corporate America in 2016 to pursue entrepreneurship, Dr. Octavia experienced significant financial hardship and was forced to rebuild her business from the ground up. That season shaped her approach to financial leadership and strengthened her commitment to helping CEOs avoid costly mistakes, gain control of their finances, and build companies positioned for sustainable success.

Today, Dr. Octavia uses her proprietary Say Yes To Profits® Financial Operating System™ to help consulting firm CEOs understand what their numbers reveal, address financial gaps, and build the financial structure needed to create long-term wealth.

Her expertise has been featured in Forbes, Essence, FOX SOUL, FOX 5 Atlanta, Authority Magazine, Sheen Magazine, Rolling Out Magazine, She’s Winning Magazine, and numerous other media outlets.

Dr. Octavia is the recipient of the 2024 Most Influential Speaker Award and the Presidential Lifetime Achievement Award. She has also been recognized as one of the Top 50 Accountants in North America for two consecutive years and as one of Atlanta’s 50 Most Powerful Women in Business.

Your revenue is talking.
Is your profit telling the same story?

You built your consulting firm to generate more than revenue.

You built it to produce profit, create financial stability, support your goals, and ultimately build wealth.

Get The Consulting Firm Profitability Scorecard™ Free

Take 10 minutes and find out where your firm stands.

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