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Insights & Resources

Practical thinking on financial intelligence, cash flow management, and running your business with clarity.

Work in Progress Accounting: How to Build a WIP Schedule That's Actually Accurate

Work in progress accounting is the truth-teller for project-based firms. Here are the questions to ask and the five mistakes that quietly distort your margins.

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Industry Insights8 min read

Unbilled Revenue: What It Is, How to Record It, and Why It Drains Cash

Unbilled revenue is money you've earned but haven't invoiced. Here's how to record it, why it strains cash, and the habits that keep it from piling up.

Industry Insights8 min read

Project Margin Calculation: The Formula That Tells You If a Project Is Worth It

Project margin calculation should be a live number you watch during delivery, not a postmortem. Here's the formula and how to catch margin erosion in time.

Industry Insights8 min read

Milestone Billing: How to Tie Invoices to Deliverables (Templates & Setup)

Milestone billing aligns cash with delivered work, not the calendar. Here's the SOW language and workflow that stop milestones from stalling into payment fights.

Industry Insights8 min read

Labor Cost Rate: How to Calculate Your Fully Loaded Hourly Cost

Your labor cost rate is the full expense of employing someone — not just the wage. Here's how to build it up so you stop pricing work below break-even.

Industry Insights8 min read

Consultant Utilization Rate: How to Calculate It and What's Actually Good

Your consultant utilization rate quietly decides whether your firm makes money. Here's how to calculate it correctly and read it as a diagnostic, not a vanity number.

Startups9 min read

What Is a Good Burn Rate? Benchmarks Founders Can Actually Use

What is a good burn rate? There's no single number — it depends on runway, growth, and the burn multiple. Here are the benchmarks that matter.