Professional services
Each acquired firm keeps its own ledger, and the invoice is reconciled by hand.
Architecture, engineering, consulting, legal and accounting firms often grow by acquisition. The projects keep running, but setup, time, rates and billing stay split across systems that were never joined.
Fixed fee from USD 3,500, payable on completion. You keep the findings whether or not you use us to build.
What breaks
Where the gaps usually are
The client sees one firm. Behind it, each affiliate still runs the way it did before the deal.
Project setup to invoice, by hand
A project is set up in one system and reconciled to the invoice by hand, across ledgers inherited from each firm.
Utilization nobody can report
Each firm records time its own way, so there is no firm-wide utilization number the partners trust.
Rate tables and codes that differ
Each firm brought its own rate tables and project codes. The same role is priced and coded differently.
One client, set up several times
A client that works with three affiliates exists as three records, with three sets of terms.
WIP and milestones outside the system
Work in progress and milestone status live in spreadsheets, so billing waits for somebody to update them.
Month end waits on people
Finance chases project leads for numbers the system should already hold.
What the diagnostic looks at
One process, followed from engagement to cash
We follow one process through the CRM, project accounting and finance, in Salesforce, Certinia, NetSuite or whatever sits either side.
See a sample findingIn scope
- Project setup, from signed engagement to the first invoice
- Time capture and utilization reporting across firms
- Rate tables and project codes, and what it takes to align them
- Client records across affiliates
- WIP and milestone billing, and where it sits outside the system
- Where AI helps, once the process underneath is clean
How it works
Three steps, and nothing larger until the first has proved itself
Scope
We agree the process, the systems, the days and the fixed fee.
Twenty minutes, freeDiagnose
We walk the process with your team, from engagement to invoice, and go into the systems themselves.
From five working daysDecide
Every item costed and ranked. Build with us at a fixed price per item, with your own team, or not at all.
A costed list you keepIf month end still means a reconciliation by hand
Led by a Salesforce Certified Application Architect with 14 Salesforce certifications and 15 years owning enterprise platforms inside businesses. Every engagement is delivered by the principal.