Professional Services Firm: Reporting Automation | Case Study

Professional Services

•

October 2025 to January 2026

•

Fractional CFO + AI & Automation

Measured Outcomes

Weekly reporting prep time

Before20 hours

After8 hours

-60%

Cash forecast horizon

Before2 weeks

After13 weeks

+11 weeks

Leadership KPI review cadence

BeforeBi-weekly

AfterWeekly

2x faster cycle

Challenge

Leadership relied on disconnected spreadsheets and manual reporting packs, causing delayed decisions and inconsistent visibility across delivery and finance.

What Changed

Designed and implemented an integrated KPI + cash dashboard layer and automated weekly reporting workflow.

Implementation Highlights

Mapped source data across CRM, billing, and accounting tools.
Built automated KPI dashboards for utilization, margin, and cash conversion cycle.
Implemented a rolling 13-week cash forecast process with weekly variance review.
Created standardized leadership reporting templates for weekly and monthly use.

Impact

Saved 12+ hours/week and established a rolling 13-week cash forecast.

Key Outcomes

Weekly reporting prep reduced by 60%+
Faster leadership decision cycles on cash and hiring
Board/leadership reporting quality materially improved

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