The FiQuant™ Framework.
A structured way to understand where your profit is lost and how to restore it. Most financial reports tell you what happened. FiQuant shows you why it happened and what to fix.
A framework,
not a report.
Most advisory relationships begin with a conversation and end with a report. We start with a diagnostic, the FiQuant™ Framework, refined across dozens of professional services firms over 20 years.
It looks beyond the Financial Report at five interconnected pillars: revenue generation, pricing, capacity, cash conversion, and relationships. Every one affects your profit. Most firms only ever examine one or two. We look at all five together.
What each pillar measures
and why it matters.
Revenue Efficiency
How efficiently does your firm convert market demand into revenue and cash?
This pillar reveals whether growth is healthy: revenue quality, concentration risk, sales efficiency, and cash conversion. It is the foundation upon which all other pillars build. High revenue is a vanity metric if the effort required to capture it is unsustainable.
Product & Pricing
Are your offerings and pricing architecture capturing the value you deliver?
Pricing is the highest-leverage profit lever in professional services. Weak pricing discipline leaks margin regardless of workload. A 1% improvement in pricing typically has 3–4x the impact of a 1% improvement in volume. We find the disconnect between expertise delivered and fees captured.
Productivity
How effectively does your team convert available capacity into high-quality, client-facing output?
Productivity determines whether you can scale without burning out leaders or hiring ahead of profit. It's the bridge between capacity and revenue. We move past the traditional timesheet to measure true output, identifying where your team's intellectual capital is spent on low-value activity.
Realisation
How much of your recorded effort becomes billable, billed, and collected cash?
Realisation is where profit disappears silently, usually through scope creep, slow billing, and weak collection discipline. It's the gap between work done and cash received. We track the entire journey from project start to cash cleared, identifying exactly where your hard-earned margin evaporates.
Retention
Are you keeping the valuable clients and talent that drive long-term firm value?
Retention is compounding. High retention reduces acquisition pressure, stabilises delivery, and improves long-term firm value. The cost of acquiring a new client is typically 5–7x the cost of retaining an existing one. We evaluate the 'leakage' in your foundation to see if you are building an enduring asset.
Why “just one fix” never works.
The five pillars are not independent. They are deeply interconnected. An issue in one area is almost always a symptom of a failure in another.
Efficiency
PRICING → RETENTION
You can't fix retention if your pricing doesn't allow you to pay for the best talent. Under-pricing forces you to under-invest in your team.
PRODUCTIVITY → REALISATION
You can't fix realisation if your productivity is being drained by inefficient clients. Low-margin work consumes capacity that should generate cash.
REVENUE → PRICING
Growing revenue by discounting creates a compounding problem. Each new client acquired at a lower rate pulls down the firm's overall pricing architecture.
RETENTION → PRODUCTIVITY
High employee turnover destroys productivity through constant onboarding cycles. Your best people leave because they're overloaded covering for the gaps.
Ready to see what the numbers actually say ?
Every engagement begins with a Clarity Session: a focused 60-minute conversation that gives your leadership team immediate clarity on your firm's most direct path to improved performance.
Warning: This process replaces “hope” with “data.” It is remarkably clarifying. You may find that your “biggest problem” wasn't actually the problem at all.