Guide
A Complete Cloud ERP Solution for Professional Services
Professional services firms, including architects, engineers, and consultants, face unique challenges that can hinder growth. Timely project data, strong financial oversight, project accounting, and resource management are critical. Acumatica Professional Services Edition combines financial and operational data with project planning and resource management, time and expense, and embedded CRM to drive business success and growth.
Manage Projects from Estimate to Invoicing
Optimize project delivery and resource allocation with comprehensive project management and time tracking capabilities. Get complete insight into budgeting, inventory, change orders, time sheets, billing, and project profitability.
Control Project Costs & Profitability
Maximize profitability on every engagement by tracking all project costs including labor, expenses, and overhead allocations at the detailed project level. Compare actual costs with original and revised budgets in real-time for visibility into project profitability and billing accuracy.
Optimize Resource Allocation
For any professional services firm, people are the number one asset. Assign the right people to the job, track key performance indicators, and consistently deliver profitable and successful projects. Utilize powerful resource planning tools to balance workloads and manage capacity.
Budget, Track, and Control Costs
From budgeting to billing, keeping your costs under control is a necessity. Compare actual project costs with original and revised budgets by tracking ongoing costs with integrated timesheets and expense reports. Streamline invoice generation and payment processing for improved cash flow.
Manage Client Relationships
The best way to grow your professional services business is to deliver for your customers. By automating sales, marketing, and service processes and integrating them with your financials, you can continually maintain customer satisfaction and overall service quality.
Anywhere/Anytime Data Access
Gain complete visibility into your operations whether you’re in the office, at client sites, or working remotely. Access real-time project data, submit time sheets, and approve expenses from any location. Empower your team with the information they need when they need it.
Why Choose NexTec as Your ERP Partner?
When it comes to implementing an ERP system for professional services, expertise matters. NexTec is a gold-certified Acumatica implementation partner with three decades of experience in the consulting industry. Winner of the 2025 Acumatica VAR Professional Services Excellence Award, NexTec is one of North America’s largest and most experienced Acumatica consulting teams, bringing deep product and professional services expertise.
Connect with a Cloud ERP Expert
Contact us to get started on your ERP journey. We are here to help with all your ERP needs – from software selection, implementation, and training to ERP migration, customization, and optimization.
Want to speak to a cloud ERP expert? Email info@nextecgroup.com or call 844-466-8477.