Building Resource‑Level Profitability for a Technology Services Firm

Dynamics Resources
Client
Dynamics Resources
Industry
Tech
Company Stage
Scaling

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.