Professional Services
Professional services firms sell time and expertise, which means project accounting, resource planning, and billing have to be precise, not approximate. We configure systems around how your firm actually delivers and bills for work, whether that is fixed-fee, time and materials, or retainer-based.
What usually goes wrong
- Project profitability that is impossible to see until the project is already over
- Resource planning done in spreadsheets disconnected from actual utilization
- Billing models the ERP does not support out of the box
- Time tracking that staff avoid because it is disconnected from their daily tools
Where we focus
Project accounting setup
We configure project accounting so profitability is visible while a project is still running, not discovered after it closes.
Resource planning
We connect resource planning to actual utilization data, so staffing decisions are based on real capacity, not guesswork.
Flexible billing configuration
We configure billing for how your firm actually charges, fixed-fee, time and materials, retainer, or a mix, without workarounds.
Illustrative example, not a client case study
Example engagement: a consulting firm discovered project losses only at final billing, after the work was already done. Configuring real-time project accounting tied to time entry gave project leads a live profitability view, letting them catch scope creep and staffing overruns while a project was still in progress instead of after the invoice went out.
Let's talk about your industry
Tell us how your business operates today. We'll tell you honestly what a better system would look like.