Whitepaper: Best Practices for Professional Services Accounting Software Selection

Too many professional services organizations put up with legacy or off-the-shelf "shrink-wrap" accounting software packages that holds them back from understanding what is profitable and what is holding them back. This includes visibility into the profitability of each service, client and business unit.

Often, this is because they did not take a best practice approach for selecting and implementing their current accounting software. Additionally, mergers and acquisitions often result in a patchwork system that does not work well, and just about any type of software will reach its end-of-life in 5-10 years. A heavy reliance on spreadsheets and email are classic symptoms of these issues.

This whitepaper outlines a best practice approach for selecting and implementing accounting software that will effectively serve you for the next 5-10 years.

Download our eBook to learn about the best practices of selecting the right accounting software solution from a Professional Services Manager turned Accounting Software Consultant.

This whitepaper discusses the following topics:

  • When It’s Time for a Change
  • Documenting Requirements
  • How To Find the Right Accounting Software Partner
  • How To Evaluate Accounting Software Proposals
  • Orchestrating Successful Accounting Software Demos
  • Accounting Software Implementation Tips and Tricks
  • Accounting Software Care and Feeding

Our whitepaper will make it easier for you to find the right accounting software that addresses these and other financial management pain in your organization. To download it, simply fill out the form to the right.

Contact us to learn more about accounting software for professional services

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Professional Services Accounting Software Whitepaper


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