At AccountAbility, we are excited to announce the launch of Acumatica’s Professional Services Edition, a significant advancement that will empower small and midsized professional services firms, including those in the private equity sector, to enhance collaboration and operational efficiency. As a proud Acumatica Gold Certified Partner, we understand the unique challenges faced by firms in industries like architecture, engineering, IT, and finance, and we believe this new solution will be a game-changer.
We are already ahead of this new innovation within Acumatica. Our long-standing relationships with professional services groups have allowed us to develop tailored products that meet their specific needs within the Acumatica platform. Our proficiency in professional services means we are well-prepared to leverage these new features and continue delivering exceptional value to our clients.
Recent industry research magnifies the critical role technology plays in the success of professional services firms. A survey by S&P Global Market Intelligence revealed that 85% of industry leaders feel their tools significantly influence the quality of their work. Moreover, the SMB Group found that 66% of leaders consider technology “very important” to their overall business strategy. These insights validate the necessity for innovative solutions that can drive efficiency and improve client service.
Key highlights of this release include:
Comprehensive Project Management
This solution allows firms to manage projects from inception to completion, integrating project accounting, scheduling, and resource management seamlessly.
Embedded CRM
Keeping track of client interactions, proposals, contracts, and payments in one centralized platform ensures that teams can operate efficiently and effectively.
mobile-enabled workforce
With mobile access to real-time project data, field employees can easily track time and expenses, enhancing productivity and accuracy.
flexible billing options
The new edition offers various billing methods—milestone, fixed-price, or time and materials—giving firms the flexibility to choose the best approach for their clients.
real-time project insights
Dashboard drill-down reports provide visibility into project scope, labor, materials, and equipment, enabling firms to make informed decisions quickly.
What this means for private equity
For private equity groups, the Acumatica Professional Services Edition is particularly beneficial as it facilitates streamlined operations and improved financial oversight. With integrated financial management capabilities, private equity firms can ensure greater transparency in their portfolio operations, optimize resource allocation, and make data-driven decisions that align with their strategic objectives. Our expertise in financial technology consulting allows us to guide private equity firms in leveraging these new features to enhance their operational effectiveness and competitive edge.
What this means for us
As a trusted partner, we are thrilled to support the rollout of this innovative solution. The Professional Services Edition aligns perfectly with our mission to provide our clients with the tools they need to thrive in a competitive market. We believe that by leveraging Acumatica’s state-of-the-art technology, our clients can enhance their operational efficiency and ultimately deliver exceptional service to their customers.
If you’re looking to transform your professional services operations and stay ahead in this dynamic environment, we encourage you to explore the benefits of the Acumatica Professional Services Edition. Request a demo today and see firsthand how this powerful solution can elevate your business.
About Accountability
At AccountAbility, we specialize in delivering tailored financial consulting and ERP implementation solutions that empower our clients to navigate the complexities of their industries. As an Acumatica Gold Certified Partner, we are dedicated to providing exceptional service and expertise to help our clients achieve their goals.
If you’re looking to transform your professional services operations and stay ahead in this dynamic environment, we encourage you to explore the benefits of the Acumatica Professional Services Edition. Request a demo today and see firsthand how this powerful solution can elevate your business.
