Engineering, consulting and services firms
Professional services FP&A for firms where people are the biggest cost
The budget runs on headcount, the reporting runs on exports, and the entity structure keeps growing. We set up planning and reporting in one model your team can extend.
A Vena implementation on Deltek Vantagepoint in about 4 months.
One entity, a small team and a budget that already holds together? This page won't add much. Start with the budget or the close.
Where does professional services FP&A break down?
Usually in the manual work between the ERP, the project system and Excel, where the budget is rebuilt by hand.
Hours lost to manual Excel. Finance spends the week maintaining the budget file instead of reading it.
The plan is mostly people. Headcount and timing drive almost everything.
Operating metrics live outside the ledger. Project and other non-financial numbers sit in their own system.
More entities, more tie-outs. Every subsidiary adds a file and a consolidation step.
Reporting the ERP can't do. Some reports simply aren't possible in the accounting system.
15 of the 55 companies in our review of sales calls (September 2026) named manual consolidation and the close. No problem came up more often.
What MCC sets up for professional services firms
We build in Vena, the planning platform that works inside Excel, so your team keeps the tool it already knows. Why we use Vena.
Budgeting and the people plan
A budget by team and office, with headcount planned in the same model, so the people plan and the numbers stay in one place.
Consolidation and group reporting
Subsidiaries in one model. At Earth Systems, reporting, planning and non-financial metrics sit in one model.
Board and investor reporting
At Arora Engineers, Vena works alongside Sage Intacct for reporting the ERP couldn't do on its own.
Reconciliation and the close
Every balance sheet reconciliation with preparer and reviewer sign-off in one place.
What professional services finance teams say
Reporting, planning and non-financial metrics in one model
“MCC did a fantastic job working with us on our unique requirements, our reporting requirements and our planning requirements. They were also able to help us pull in data that was non financial, that's going to help us track metrics that are important to our company and how we work. Very customizable, couldn't be happier.”
Christina Keel
CFO, Earth Systems
“It’s been a pleasure working with your team. You’ve been true professionals, supporting us throughout the process and providing training for our finance team. As part of the IT team in a multi-entity organization, it’s a relief to have such a strong partner and the right tools for ongoing support. Vena is the right tool for our data, and your team is the right partner to build and scale it. We appreciate all of your support.”
Chrystal Marner
IT Business Process Engineer, BrandStar
“As a CFO, I’ve addressed our reporting challenges by integrating Vena with our existing Sage Intacct software, despite its limitations in public reporting. Monte Carlos Consulting was instrumental, offering expert advice and tailored solutions that met our specific needs. They not only implemented the necessary enhancements but also trained our staff effectively.”
Tasha Flowers
CFO, Arora Engineers
More stories: Medix
A 30-minute call to check whether MCC fits your finance team. Bring whoever builds the file. We'll tell you plainly if it's not a fit.
See whether this fits your teamQuestions from professional services finance teams
Can Vena work with Deltek, Sage Intacct or our project system?
Yes. Earth Systems runs on Deltek Vantagepoint and Arora Engineers on Sage Intacct. At Earth Systems, MCC also brought in non-financial data, so the metrics that matter to how the firm works sit next to the financials.
We have several entities. Can you consolidate them?
Yes. BrandStar is a multi-entity organization, and its setup took about five months. Their IT team says Vena is the right tool for their data and MCC the right partner to build and scale it.
Will our team be able to run it?
Yes. Arora Engineers' CFO says MCC trained their staff effectively, and BrandStar's IT team credits the training for their finance team.
How long does it take, and how much of our team's time?
The foundation takes five business days once readiness is confirmed. Your next month-end or forecast is the first real cycle, and tailoring runs over the weeks after. On your side: you own access and exports, answer mapping questions fast, ideally the same day, and run the first cycle with us beside you. For example, Medix's implementation took about 3 weeks.
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See whether this fits your team
A 30-minute call with someone who has done this build before. Bring whoever builds the file. You'll leave knowing whether we're a fit, which problem is really yours, and what the first five days would build.