Technology to Power Your Professional Services Firm

Acumatica Cloud Enterprise Resource Planning can transform your professional services company

Take control of finance, accounting, service, customer relationships and more

Whether you specialize in simple client requests with quick turnarounds, long-term projects with many moving parts, or work on retainer, your professional services firm faces ongoing challenges, increasing competition, and high client expectations. Your success relies on the ability to orchestrate projects and the right ERP solution can make that happen. NexTec and Acumatica Cloud ERP have the answer.

Benefits for Professional Services Firms

Take control of complex projects

Every project you have is unique, and managing each project from estimate through invoicing requires visibility and control. With Acumatica Cloud ERP, you can bring together your professional services business, managing budgeting, inventory, change orders, time sheets, billing, profitability, and reporting for individual business initiatives.

Put the right people on the job

For any professional service firm, people are the number one asset. Assign the right people to the job, track key performance indicators and drivers with business intelligence, and consistently deliver profitable and successful projects.

Budget, track, and control your business

From budgeting to billing, keeping your costs under control is a necessity. Compare actual project costs with original and revised budgets and forecasts by period using real-time reports, tracking ongoing costs with integrated timesheets, expense reports, and more. Assign specific conditions including flat-fee or hourly-based invoicing to projects.

Grow your business through excellent relationships

The best way to grow your 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 employee productivity.

Remain agile while you grow

Know how and when to take advantage of opportunities by knowing where you are and knowing how you will get where you want to go. By automating your professional services software, you can maintain the agility that got you where you are today—no matter your size.

Give your people the access they need

Professional Services businesses rarely operate from one location. Give your team access to ERP, CRM time and expense tracking, and more—whether they are at home, on site, in the office, or on the road. With mobile applications and browser access, you can empower your team anytime and anywhere.

Ready to learn more? Request a demo today.

NexTec Group is an award-winning business software consulting firm with over 24 years in the industry. As a firm founded by consultants, we know the challenges you face in organizing projects and managing resources. Respond to today’s opportunities, improve customer relationships, and grow your business with the power of ERP, CRM, and BI customized and delivered for the professional services industry.

Contact us for a free demo.

Acumatica Gold Certified Partner