Track billable hours, automate project billing, and gain real-time visibility into resource utilization with service-focused ERP capabilities.
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.
Professional services firms need tools that understand billable hours, project profitability, and resource management – here’s where generic software falls short:
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.
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.
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.
