Reading by industry
Reading for professional services firms.
Every Visory article for professional services firms, newest first. It includes the articles for marketing, creative and digital agencies, architecture and design practices, consulting firms and legal practices.
- 19 articles
- Industry page: Professional services
Every article
All articles for professional services firms
Newest first.
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Profit and growth
When to hire at your architecture firm: the 5-metric hiring equation
Five numbers to check before your architecture practice hires: utilisation, revenue per FTE, gross margin, cash reserve and debtor days, with a worked example.
Jordan Bevans
22 min read -
Profit and growth
When to hire at your creative agency: the 5-metric hiring equation
Five numbers to check before your creative agency hires: utilisation, revenue per FTE, gross margin, cash reserve after ramp and debtor days.
Jordan Bevans
21 min read -
Cash flow
How to build a cash flow forecast for your architecture firm
How to build a rolling 13-week cash flow forecast for an architecture practice, mapped to phase billing, fortnightly payroll and reimbursables, with a worked example.
Jack Bickersteth
16 min read -
Cash flow
How to build a cash flow forecast for your creative agency
How to build a 13-week cash flow forecast for a creative agency around retainers, project milestones and pass-through costs, and run it weekly.
Jack Bickersteth
16 min read -
Bookkeeping
Cash vs accrual accounting for architecture firms
Why architecture firms should run management books on accrual, where cash basis still matters, and how phase billing and WIP change what your numbers say.
Jordan Bevans
19 min read -
Bookkeeping
Cash vs accrual accounting for creative agencies
Why creative agencies should run their management books on accrual, where a cash forecast still matters, and how the ATO's GST and income tax rules differ.
Jordan Bevans
19 min read -
AI, Tech & Operations
AI for architecture firms: how to implement it (5 workflows worth standardising first)
Five architecture workflows to assess for AI assistance, with human sign-off and separate measures for capacity, profit and cash flow.
Jordan Bevans
21 min read -
AI, Tech & Operations
AI for creative agencies: how to implement it (5 workflows worth standardising first)
Five agency workflows to assess for AI assistance, with human sign-off and a practical way to measure time, cost, quality and financial results.
Jordan Bevans
20 min read -
Profit and growth
How to calculate the true cost of winning a new client for your consulting firm
A step-by-step way to work out what it really costs your consulting firm to win a client, including partner time, and how to judge it against client value.
Jordan Bevans
14 min read -
Profit and growth
How to calculate the true cost of winning a new project for your architecture firm
How to work out what winning a new project really costs an architecture practice, including principal time, and compare it with client lifetime value.
Jordan Bevans
15 min read -
Profit and growth
How to calculate customer acquisition cost for your agency
How to include founder time and pitch hours in an agency's acquisition cost, and compare it consistently with gross-profit lifetime value.
Jordan Bevans
14 min read -
Profit and growth
How to improve consulting firm profitability: 5 levers that actually move the numbers
Five levers to improve consulting operating profit before finance costs and tax, with worked examples of gross margin and overhead.
Jordan Bevans
15 min read
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