Guides
Run a more profitable services firm
Practical guides for agencies, consultancies and professional services firms: how to measure utilization, price retainers, set project budgets, keep timesheets accurate and invoice for your time. Worked examples, no fluff.
- Metrics
How to calculate utilization rate (and what a good target looks like)
The formula, the choice that changes the answer (available hours), worked examples for a person and a team, and how to set targets by role.Read the guide · 4 min - Billing
Billable hours: what counts, how to track them and how to bill them
A practical policy for billable and non-billable time, the habits that stop hours leaking away, and how to get from timesheet to invoice cleanly.Read the guide · 3 min - Budgets
How to set a project budget for client work
Estimating from tasks, choosing between hours and money, fixed fee or time and materials, contingency, and the alerts that catch overruns early.Read the guide · 3 min - Pricing
How to price a retainer: a practical guide for agencies
Hours-bank, deliverable and access retainers, pricing from cost and target margin, rollover rules and monthly tracking.Read the guide · 3 min - Timesheets
Timesheet best practices: 10 habits that make time data reliable
When to log, how much detail to write, how to structure projects and tasks, and the weekly review that keeps the data trustworthy.Read the guide · 3 min - Switching tools
How to move your time tracking history to a new tool
What to export, the data people forget (rates, archived projects, people who left), a cutover plan, and how to verify the totals afterwards.Read the guide · 3 min - Metrics
How to measure project profitability in a services firm
Revenue, time cost and margin per project, cost rates explained, fixed-fee work done right, and what to do with the answers.Read the guide · 3 min - Billing
How to invoice clients for hourly work
What an invoice for time needs to include, how to group the lines, payment terms and reminders, and a month-end routine that takes minutes.Read the guide · 3 min