Outsourced Finance for Consultancy Firms

Consultancy businesses rely on people, projects, and precision — but without a strong finance function, it’s hard to see where profits are being made or lost. Many consultancies operate on instinct rather than insight, with limited visibility into utilisation, margins, or cashflow.

That’s where Sanay helps.

The Financial Challenges Consultancy Firms Face

  • Project-based revenue and variable client billing
  • Difficulty tracking staff utilisation and profitability
  • Manual invoicing and time-tracking processes
  • Unclear financial performance and slow reporting
  • Lack of forward-looking budgeting or forecasting
  • High internal finance costs that don’t scale easily

Our Solution

Sanay provides a fully outsourced finance function built for consultancy firms. From bookkeeping and payroll to management accounts and CFO-level insight, we handle it all — giving you the clarity and structure needed to grow confidently.

Our systemised processes ensure every project and cost is accounted for, helping you monitor margins, cashflow, and performance with ease.

Why Sanay

We understand the consultancy model — people-led, project-focused, and time-sensitive. With Sanay, you get an expert finance partner who ensures your numbers are right, your reporting is timely, and your growth is sustainable.

Results Clients See

  • Clear project and client profitability
  • Reliable monthly financial reports
  • Faster decisions backed by accurate data
  • Reduced overheads and improved visibility

Take Control of Your Finance Function

Bring clarity and confidence to your firm’s financial management — book a discovery call with Sanay today.

Book Your Discovery Call

FAQ

Can you handle the financial admin so we can focus on client delivery?

That’s precisely why we exist. As a consultancy, your value is in the expertise you deliver to clients. Every hour you spend on financial admin is an hour not spent on billable work. We take over your invoicing, expense tracking, credit control, payroll, and financial reporting so that you and your team can focus entirely on delivering outstanding client work.

Do you support consultancy firms with multiple international clients?

Yes. We serve companies locally, nationally, and internationally. For consultancies working with clients across multiple countries, we help manage multi-currency invoicing, understand the financial implications of cross-border work, and ensure your Xero is configured to handle these complexities. Our cloud-based setup means geography is never a barrier.

How quickly can you get us set up and running?

Our onboarding process is designed to be efficient and thorough. We start with a conversation to understand your business, then move through Xero configuration, bank feed integration, reporting structure setup, and initial data migration. Most consultancy clients are fully operational with us within a few weeks, though the exact timeline depends on the complexity of your existing records.

What financial challenges are unique to consultancy firms?

Consultancy businesses often face irregular revenue patterns due to project-based billing, challenges with work-in-progress tracking, complex time-and-materials invoicing, and the constant balancing act between utilisation rates and profitability. You may also be managing subcontractor costs alongside permanent staff. These factors create financial complexity that requires specialist understanding.

How does Sanay help consultancy firms manage project-based revenue?

We set up your financial reporting to track revenue recognition by project, ensuring that work-in-progress is properly accounted for and that your financial position accurately reflects the value of work completed. This gives you a true picture of profitability and prevents the surprises that come when project accounting isn’t handled correctly.