Professional service firms

We have all been there. We are working the crazy hours and decide that we can do this better on our own. So we decide to venture out and take the risk! That is always a great thing to do but now everything is on you! Professional service firms derive a lot of the value from their reputation. We understand that and want to make sure that we can provide you with correct tools to best serve your clients. Professional service firms have higher profit margins and typically working with a professional ensures that their tax bill is minimized while maximizing their return on investments and their cashflow. They also should be having visibility into the projects to make sure they are profitable and to ensure that time is being spent efficiently. They are perfect candidates to work on the cloud and have the flexibility to do business anywhere!

Firms we work with:

  • Engineering Firms

  • Architecture Firms

  • Lawyers

  • Consultants

  • Marketing Firms

  • Staffing Agencies

  • Landscape Architectures

  • Landscapers

How do we help:

  • Automation of back office processes and procedures

  • Implementation of practice management solutions

  • Tracking profitability of each job.

  • Tracking staff profitability

  • Digitalization

  • Cash flow management

  • Payroll processing

  • Bookkeeping

  • Tax Planning

  • Tax Preparation

  • Management Reports to ensure you are hitting your metrics.

  • Train staff with new processes and procedures.

  • Automate invoice payment collection to receive cash quicker.

  • Set up sales funnels and lead generation tools.