Professional Services

Scalable, efficient solutions for Professional Services firms

When you are running a professional services business, time is money. SmartBooks itself is a professional services business. Our founders have managed other professional services businesses. Our team supports many different professional services clients. We understand the accounting and operational needs of companies in the industry. We implement efficient online systems that are easy for clients to use.   We support the integration of leading professional service automation software with QuickBooks, Xero and Intacct. Monthly reporting includes Key Metrics to help you understand how your firm is performing and what is driving profitability.

What Makes Us Different?

We have a system that automates the allocation of payroll costs to projects so you can get a monthly client/project profitability report.
We support leading professional services automation (PSA) software in addition to your accounting software.
We provide the metrics you need to run your business.

Metrics may include:

  • Net Service Revenue/Gross Profit growth
  • Contribution Margin dollars and percent margin
  • Labor Efficiency Multiple
  • Utilization Rate
  • Sales & Marketing Expense
  • General & Administrative Expense
  • Operating Profit

We’d love to show you how we can help your business.