Teams | Collaboration | Customer Service | Project Management

What does it actually take to unify a fragmented, multi-entity professional services firm onto a single connected tech stack – and do it in just seven months? In this webinar, Luis Perez (Head of Group Planning, Analytics & Systems at DGA Group) shares the full story of how he and his team transformed their operations from disconnected legacy systems to a single source of truth built on Scoro, Sage Intacct, Expensify, and Power BI.

Are you really getting paid for every hour your team spends on clients? Rich Brett says probably not – and your pricing should reflect that. Building in buffer for overservicing and utilisation isn't pessimism. It's risk management. And if the number you land on is twice what the market will bear, that's not a pricing problem. That's a business model problem.

FinOps consultant Rich Brett makes the case for why financial literacy isn't just a finance team problem – it's a leadership problem. Every decision you make comes back to the numbers. If you can't read them, explain them, or act on them, you're leading blind.

Most professional services firms are generating revenue. But somewhere between producing a quote and issuing the final invoice, profit gets eroded. And more often than not, the root cause runs deeper than you'd expect – it's that nobody in the business ever properly understood the numbers in the first place.

Harv Nagra, host of The Handbook: The Operations Podcast, shares the moment he realized financial literacy wasn't just his gap – it was an industry-wide problem in professional services. That realization led to The Missing Finance Course, a completely free resource built with FinOps expert Rich Brett for everyone in your firm – from founders, ops and finance leaders, to delivery teams, right through to individual contributors.

The data is in – and it's not pretty. After surveying 303 agencies and consultancies through the Business Maturity Quiz, Scoro & The Handbook have launched The Maturity Gap Report, revealing just how wide the gap really is between the firms where operations is a strength and everyone else. In this webinar, Harv is joined by operations consultant Manish Kapur and FinOps expert Rich Brett to walk through the headline findings – and what they actually mean for the way your business is run.

Most agencies and consultancies have an abundance of tools in place – and yet they still can't tell you how profitable they actually are. Why? Because when you're starting out, the priority is winning business and delivering work. Operational excellence comes later. Processes come later. The tech stack? You grab whatever works. The result is an assortment of tools that aren't joined up – and when nothing's joined up, you don't have visibility.