Sectors
Professional services
Utilisation, work in progress and cash for accountancy, legal, engineering and consulting firms, without a finance team spending the week in spreadsheets.
The problems we hear most
- Utilisation and recovery rates arrive weeks after the month has closed
- Work in progress and lock-up are a mystery until the bills go out
- Partners each keep their own pipeline spreadsheet
- Onboarding a new client means the same details typed into four systems
How we help professional services firms
Practice management systems hold the data; the problem is getting it out in a form a partner will read. We build Power BI reporting over systems such as Xero, Sage, CCH and Clio that shows utilisation, recovery, work in progress and lock-up by partner, team and client, updated every night.
Client onboarding, engagement letters and anti-money-laundering checks are process work. Power Automate and a Power App turn them into a flow that is tracked rather than chased by email.
For firms with a lot of documents, AI tools in Microsoft 365 summarise, classify and draft, with the guardrails your regulator expects.
Typical first projects
- A partner dashboard of utilisation, recovery and lock-up, refreshed nightly
- A client onboarding flow with the checks and approvals built in
- A pipeline report that replaces the partners' individual spreadsheets
The services that matter here
Data & Business Intelligence
Using Microsoft Power BI to deliver actionable insights and better decision-making.
About this serviceProcess Automation
Automated solutions to reduce manual tasks and operational costs.
About this serviceAI Solutions
Harnessing the power of artificial intelligence to drive innovation and smarter decisions.
About this service
Professional services in practice
Work we have done for businesses like yours.
Recruitment
Technical recruitment agency
The key numbers of the business on one screen, every morning
The owner of a specialist recruitment agency was tracking placements, pipeline and revenue by hand. We streamlined the data capture and built dashboards that show the numbers that matter at a glance.
Read the case studyOr send us a note
Tell us a little about your business and what you are trying to answer.
Prefer to talk it through? Request a free 30-minute call.
- 0330 111 2904
- info@meeshconsulting.co.uk
- Meesh Consulting Ltd
Unit CO2, The Manor, Tur Langton, Leicestershire, LE18 0PJ