Project profitability
Margin by project and engagement, not just top-line revenue.
Finance systems that show which projects and clients actually make money.
Professional services firms bill by project and engagement. We design finance systems, led by CPAs, that report profitability by project, client, and practice, so leadership sees where margin is made and where it leaks.
- Projectprofitability
- Clientmargins
- Practicelevel views
- Multi-entityready
Serving professional services firms across
Spring Hill, FLOdessa, FLInverness, FLGreater Tampa BayHernando, Pasco & Citrus CountiesOrlando & South FloridaVirtual nationwide
Why services firms need project and client profitability
In a services firm, the product is the engagement, and margins vary widely by client and project. Without project and client profitability, leadership manages on gut feel and top-line revenue, which hides the work that loses money. Dimensional reporting exposes it.
We design project, client, and practice dimensions so profitability reports at each level from one source. Firms with multiple entities also get clean consolidation. See financial reporting and dashboards for the reporting layer.
What services firm finance gains
Client profitability
See which clients carry the firm and which drain it.
Practice-level reporting
Report by practice or office to guide investment decisions.
Utilization visibility
Connect utilization and revenue so capacity decisions have data behind them.
Consolidated firm view
Multi-entity consolidation for firms with multiple offices.
Leadership dashboards
Dashboards for partners and firm leadership, scoped by role.
Get a $5,000 credit when you purchase Sage Intacct through Campbell Technology Advisors.
Get the $5,000 Sage Intacct CreditProfessional Services Finance FAQ
What do professional services firms need from a finance system?
Project, client, and practice-level profitability, plus clean revenue recognition and utilization visibility. Firms bill by project or engagement, and leadership needs to see which clients, projects, and practices actually make money. Dimensional reporting in Sage Intacct makes that visible.
Can you report profitability by project and client?
Yes. Project, client, and practice dimensions let you report profitability at each level from one source, so leadership sees where margin is made and where it leaks.
Do you handle multi-entity services firms?
Yes. Firms with multiple offices or entities get consolidated and entity-level reporting, with shared costs allocated fairly across the practices.
See which work actually makes money
Bring your project and client structure. We will design profitability reporting that holds up.
CPA-led finance systems. Official Sage Intacct partner, reseller, and VAR.