Sage Intacct for Professional Services

Track billable hours, automate project billing, and gain real-time visibility into resource utilization with service-focused ERP capabilities.

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Transform Project Complexity into Profitable Operations 

Professional services firms face unique operational challenges that standard business accounting simply cannot handle effectively. You’re managing multiple simultaneous projects with different billing structures, tracking billable versus non-billable time across diverse client engagements, coordinating resource allocation across competing priorities, and maintaining detailed project profitability analysis that directly impacts business decisions.  

Meanwhile, complex revenue recognition requirements and client billing expectations add layers of operational complexity that generic software wasn’t designed to manage. 

When your financial systems can’t provide real-time project insights or handle service-specific workflows, you’re making critical resource allocation decisions based on incomplete information. This leads to project overruns, delayed billing cycles, underutilized resources, and missed opportunities to optimize team productivity across engagements. 

Sage Intacct for professional services approach transforms these operational challenges into strategic advantages like project margins, streamlined billing processes, and real-time operational visibility.  

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What Most Professional Services Financial Management Software Gets Wrong

Professional services firms need tools that understand billable hours, project profitability, and resource management – here’s where generic software falls short: 

  • Generic project accounting that ignores service complexities: Standard software can’t handle complex billing arrangements, resource allocation, or the nuanced time tracking that service delivery demands. 
  • Inadequate resource utilization visibility: Traditional systems don’t show real-time team productivity, project profitability, or resource allocation across simultaneous engagements. 
  • Poor integration with CRM and project management tools: Generic software doesn’t connect with sales systems, project platforms, or time tracking apps, creating operational silos. 
  • Complex billing and revenue recognition challenges: Standard accounting lacks the billing flexibility for retainers, milestones, T&M arrangements, and revenue recognition requirements. 
  • Limited multi-entity consolidation for growing firms: Basic systems can’t consolidate across multiple locations, service lines, or regions as firms expand. 

What Sage Intacct x BPM Can Deliver for Your Professional Services Business

Automate project accounting and profitability tracking: Manage project costs, expedite time-and-expense processes, and accelerate project billing while maintaining detailed visibility into project profitability and resource allocation across all engagements. 

Gain real-time operational visibility with custom dashboards: Access instant insights into utilization rates, project performance, and business metrics through customizable dashboards that provide actionable intelligence for resource optimization and strategic planning. 

Streamline quote-to-cash processes with CRM integration: Connect seamlessly with Salesforce or other CRM platforms to automate the flow from opportunity to project delivery to billing, eliminating manual data entry and improving cash flow. 

Scale with multi-entity consolidation capabilities: Quickly create consolidations to manage separate financials for multiple locations, service lines, and entities with automated currency conversions and inter-entity transaction handling. 

Why Professional Services Companies Choose BPM 

We’ve implemented Sage Intacct for consulting firms, agencies, engineering services, and professional employer organizations across the country. Our team understands that utilization isn’t just a metric—it drives your entire business model. 

We know how to configure time tracking that your consultants will actually use, set up billing arrangements from retainers to milestone-based projects, and integrate with the CRM and project management tools that run your business. When you work with BPM, you get consultants who understand T&M versus fixed-fee engagements, resource planning challenges, and the complexities of revenue recognition for professional services. 

How We Deliver Successful Implementations 

  • Analyze your project types, billing structures, and resource allocation needs 
  • Configure time tracking, project structures, and revenue recognition rules 
  • Connect your CRM, project management, and PSA systems 
  • Provide ongoing support focused on professional services workflows 

Meet our Sage Intacct Leaders

Angela Thomas

Angela Thomas

Director, Advisory

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