Building Resource‑Level Profitability for a Technology Services Firm

The Challenge

‍A fast‑growing technology consulting firm lacked visibility into the profitability of individual billable employees. Each consultant worked a mix of remote and on‑site engagements, and customer reimbursement policies varied widely, making margin analysis unreliable.

What I Did

‍I rebuilt the company’s reporting structure using QBO class‑based P&Ls, enabling precise tracking of revenue and direct expenses for each consultant.

The Result

‍Leadership gained clear insight into resource‑level profitability and optimized staffing decisions, driving a 7% improvement in net margin.

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