Cloud ERP

Grow Your Service Company with Project Management Accounting Software

Written by Nancy Phillippi | Feb 4, 2020 6:00:00 AM
Project accounting software strategies to improve profit and customer loyalty - whitepaper and webinar recording

Does your company offer services for installed equipment, IT services, oil and gas services or similar project-based services at customer locations or remotely? If so, this blog is for you. Basic project management accounting software in a modern ERP system includes benefits that meet several unique project-based requirements. Download this whitepaper to learn 4 ways a service company increases profit using a modern project accounting system to automate critical project-based business processes.

This complimentary whitepaper will cover the following: 

  1. Service as a profit opportunity - Service should be viewed as a growing profit opportunity
  2. Modern tools with integration – Tools that integrate finance, inventory and scheduling promote success
  3. Mobile capabilities – Mobile technology is critical to optimize scheduling and dispatching
  4. Tracking – Integrated tracking of installed equipment provides more value

Why Clients First Business Solutions?  

Our ERP consulting team is uniquely qualified with deep understanding of how to help project-based service companies. With over 25 years of experience, we know how to implement and optimize systems to automate your unique business processes. In order to apply business process automation software, it requires extensive experience working with project-based businesses and project management applications.

We choose to support Acumatica’s project accounting software for many of our service clients. In all our years of experience dealing with project management accounting software, we conclude that Acumatica is ideal for managing budgets, inventory, change orders, time sheets, billing and reporting for project-based initiatives involving time and materials and/or fixed fee services.

A word from a service customer helped by Clients First Business Solutions

“They spent a lot of time discussing Acumatica concepts
and business concepts and why it was important to do things” with our IT staff, he says. “Rather than
just troubleshooting our problems, they spent a lot of time training us on concepts and holding classes
on dashboards to teach us how to build our own. This way we can develop our own solutions using the
same base concepts.”

- Doug Elledge - Power Storage Solutions

View webinar video 

Watch video of live webinar held on Wednesday, February 12, 2020 to learn how project-based companies increase profitability using modern technology systems and strategies.

4 Ways to Improve Project Accounting Profitability

Complimentary Webinar

Date: Wed, February 12, 2020 

Time: 11 AM PT / 1 PM CT

45 minutes

Watch Now

In this webinar, we demonstrate the following:

  1. How to automate cost tracking
  2. How to automate revenue recognition 
  3. How to automate time and expense management on-time and on-budget
  4. How to monitor and manage changes with real time integration

Join forces with Clients First Business Solutions and Acumatica cloud ERP

Our Clients First Business Solutions team has been in the business of ERP Implementation for decades. We've helped companies just like yours to get the job done. So, if you’re ready to take your business to the next level, we’re here for you!

Contact us today to learn more! Ask about our Partner Program for Acumatica Partners who are interested in our Acumatica add-on solutions.

Email: Minneapolis/St. Paul, Minnesota, or call us at 877.428.7205.

Email: Dallas/Fort Worth, Texas, or call us at 800.331.8382.