Unlock Growth and Control: Overcoming Business Management Challenges in Professional Services

For CFOs and controllers in professional services, the pressure to deliver results has never been greater. Whether you’re steering a law firm, marketing agency, or consulting practice, you face a fast-changing landscape - digital transformation, hybrid work, and rising client expectations are now the norm. Staying ahead means more than keeping the books balanced; it’s about driving growth, optimizing operations, and making smarter decisions at every turn. 

What’s Holding Professional Services Back? 

Today’s professional services organizations must deliver outstanding client experiences, run lean and efficient operations, and ensure every project is profitable. CFOs and Project Managers are at the center of this challenge, each with their own set of evolving demands.

CFOs: From Finance Leader to Growth Architect 

Modern CFOs are expected to be strategic partners, not just financial gatekeepers—and the challenges are real. They need to turn raw data into actionable, real-time business insights for stakeholders, achieve full transparency on project and client profitability, and run scenario analyses to guide critical decisions.

Simultaneously, they must automate revenue recognition and financial reporting for speed and accuracy, while gathering reliable forecasts from across the organization. With the right tools, CFOs can move beyond firefighting and start shaping the future of their business.

Project Managers: Delivering Results in a Digital World 

Project Managers are the engine behind successful service delivery, but their role comes with significant challenges. They must allocate resources efficiently across hybrid teams, keep communication clear and timely between clients and team members, and forecast future resource needs with confidence.

At the same time, they are responsible for keeping projects on track and within budget while managing workloads through digital solutions that save time. Solving these issues leads to more successful projects, happier clients, and a healthier bottom line.

Transform Your Approach with BI & Planning Solutions 

Advanced BI and Planning platforms are true game-changers for CFOs and controllers. They simplify complex reporting and planning processes, making it easier to turn data into actionable insights. These platforms also help optimize resource management across every project, ensuring efficiency and control. Most importantly, they empower finance leaders to maximize profitability through data-driven decisions that support long-term growth.

Naviloq: The Smart Choice for Professional Services 

Naviloq is built for business and finance professionals who want more control and better results. It brings together reporting, planning, analysis, and collaboration in one secure cloud platform—so you can make faster, smarter decisions with unified data from every business unit. 

What Sets Naviloq Apart? 

• Real-time Profitability Analytics: Instantly see accurate, automated calculations for every project and client. 

• Automated Revenue Recognition & Forecasting: Get a clear, up-to-date financial picture without manual work. 

• Advanced Scenario Modeling: Test and manage capacity constraints, budgets, and project plans with ease. 

• Custom Dashboards: Tailor workspaces and analyses for every user, with powerful drill-downs and access controls. 

• Unified Data Intelligence: Integrate data from all sources and share insights instantly across your organization. 

• Smart Resource Management: Allocate and manage human resources for peak performance and profitability. 

Customer Success: Castrén & Snellman Attorneys 

Castrén & Snellman, one of Finland’s top law firms, uses Naviloq to stay agile and efficient: 

“With Naviloq, we have instant access to team workloads and project statuses. This means smarter resourcing decisions and consistently high-quality service for our clients.” 

“Naviloq has transformed our reporting. We spend less time collecting data and more time analyzing what matters.” 

Ready to Take Control of Your Business? 

If you’re a CFO or controller looking to overcome today’s management challenges and unlock new levels of efficiency and profitability, Staria can help. Let’s talk about how Naviloq can transform your professional services business. Reach out to our team for a personalized demo or consultation.