Finance Director · Professional Services
Finance Training for Professional Services CFOs
You already know how to read a P&L. What you need now is finance built around the way Professional Services firms actually make money: utilization rates, billable hours, partner economics, client concentration risk. That's what you get here, along with the sector's foundations: how the market works, who the main players are, what regulation applies to the firms you work with, and the figures that define performance in this industry.
Alongside that, you get the full general finance track, interactive tools to test what you learn, an action playbook to apply it on the job, and an assessment built specifically for your sector. This isn't generic training with a sector label stuck on top. It's a path designed for a Finance Director who needs to move fast and speak the language of the business.
31 lessons · ~6 h · resumes where you left off
Your program
A focused program built on your vertical's content: the sector first, then your discipline applied to it.
The generalist Finance track
The full craft of the discipline, beyond your sector.
More resources
Interactive tools
Frequently asked questions
Who is this Professional Services finance track for?
It's built for finance directors and CFOs working in Professional Services firms: consulting, audit, legal, engineering and other fee-based businesses. It assumes you can already read a P&L and focuses on what makes the sector specific, such as utilization rates, billable hours and partner economics.
What makes finance different in a Professional Services firm?
The value is produced by people whose time is sold by the hour or by the day, so performance hinges on utilization rates, realization on billed fees and the mix between partners and juniors. Client concentration risk also weighs heavily: losing two accounts can move the P&L more than any cost-cutting plan.
Do I need to follow the general finance track before the sector content?
No. The general finance track and the Professional Services content are both available, and you can start with whichever matches your gap. If you're already solid on financial fundamentals, go straight to sector economics, key players and regulation.
What's included beyond the lessons?
Interactive tools to test what you read, an action playbook to apply it in your own firm, and an assessment built around Professional Services rather than a generic finance quiz. The lessons also cover how the market works, who the main players are, and the regulation that applies to the firms you work with.
Is there a certificate or diploma at the end?
No. There's no diploma, no state-recognized certification and no affiliation with a school or university. Reading is free and open; an account only exists to keep track of where you stopped.
Which metrics should I track first when I take over finance in a consulting firm?
Start with utilization and realization by team, then average fee rate and the share of revenue held by your top clients. Those four tell you whether the problem is capacity, pricing or dependency, before you touch cost structure or partner compensation.