For Services & Consulting Businesses

The CFO Your Services Business Reads Before Utilization Slips.

Billable vs non-billable hours going untracked, project profitability only visible at close-out, milestone-billing receivables stretching quietly across long cycles — services finance looks simple until the utilization numbers catch up with you. 7AM & Realtime CFO™ puts it on one page, every morning.

Built on 22+ years of hands-on Excel & MIS work — see the Excel foundation this is built on.

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Where the Money Actually Hides

The gaps this industry keeps rediscovering the hard way

Utilization Blindspot
Billable vs non-billable hours go untracked in real time — without a live Power BI view of utilization — so falling utilization is discovered only when the month's revenue comes in short.
Services · Utilization
Project Profitability Lag
Project-level profitability is often visible only at close-out — rarely tracked continuously against budget in Excel — by which point a loss-making engagement can't be corrected, only recorded.
Services · Project P&L
Payroll Leakage
Payroll and resource-cost leakage — cost allocation across projects and benches that doesn't match actual utilization, quietly compressing margin unless it's reconciled line by line in Excel.
Services · Resourcing
How This Closes The Gap

7AM & Realtime CFO™, applied to your industry

1

Real-Time Utilization Tracking

Billable and non-billable hours tracked as they happen in Google Sheets and Power BI, so falling utilization is caught mid-month, not at quarter close.

2

Live Project Profitability

Project-level margin tracked continuously against budget in Excel and Power BI, so a slipping engagement is visible while there's still time to fix it.

3

Milestone Receivable Discipline

Milestone billing and collection tracked in Excel against contract terms, so long cycles don't quietly turn into ageing receivables.

4

One Page, Every Morning

Cash, utilization and project margin — pulled automatically by n8n, drafted by Claude, delivered on WhatsApp, Email or Slack before your first client call.

Free Diagnostic

Find out what your data isn't telling you yet

A short diagnostic reveals where your services business's biggest visibility gap is — utilization, project profitability or receivables — and whether the fix is Excel, Power BI or full automation. Free. Ten minutes. No obligation.

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