Industries · Professional and financial services
The operating system for consulting.
Cash, billable utilization and realization, deadlines and decisions for your clients, engagements and consultants, in one private workspace.
The numbers that matter
Healthy ranges are estimates. Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited professional-services benchmarks (e.g. SPI Research).
Billable utilization
Typical: 65–80%
Realization
Typical: above 90%
Revenue per consultant
Typical: $150K–$300K / year
EBITDA margin
Typical: 15–25%
Pipeline coverage
Typical: 2–3x next quarter target
Sample weekly scorecard
Illustrative numbers for a business doing about $100,000 a month — not real customer data.
| Measure | Target | Last 4 weeks |
|---|---|---|
| Billable utilization | ≥ 75% | 68.6% → 75.6% → 80.8% → 77.2% |
| Proposals sent | ≥ 3 | 3 → 3 → 3 → 3 |
| Proposal win rate | ≥ 35% | 37.3% → 35.6% → 32.6% → 33% |
| Backlog (weeks) | ≥ 8 | 8 → 7 → 7 → 8 |
| Invoices over 60 days | ≤ 2 | 2.1 → 2.1 → 1.9 → 1.8 |
Compliance reminders
Reminders, not legal advice. State and local rules vary — confirm with the agency.
1099-NEC forms to contractors and the IRS · annually · federal
Due January 31.
Insurance (E&O) renewal · annually · practice
Questions
- Which numbers does Billionaire OS track for consulting?
- Billable utilization, Realization, Revenue per consultant, EBITDA margin, Pipeline coverage. Each one shows a typical healthy range (Estimates for US small and mid-size operators, not facts about your business. Based on commonly cited professional-services benchmarks (e.g. SPI Research)) so you can see where you stand.
- Do I have to enter everything by hand?
- No. Connect your bank or upload a CSV and transactions are sorted automatically into an industry chart of accounts. You review only the ones it is unsure about.
- Does it handle compliance?
- It reminds you of recurring items such as 1099-nec forms to contractors and the irs, insurance (e&o) renewal. Rules vary by state, so confirm details with the agency; reminders are not legal advice.
- Can I run more than one business?
- Yes. Each business keeps its own industry pack, numbers and partner access, and you see them side by side.
- How do I try it?
- Start a 14-day trial with no credit card, or open the sample workspace without signing up.
See your own numbers in about 2 minutes.
14-day trial · No credit card required
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