The How-to Guide to Optimizing Your Professional Services Organization

Consultants spend considerable time thinking about their clients’ businesses, discussing key elements of their strategy and business model. But the professional services (PS) executive team also needs to manage the tactical and operational activities of the PS organization. This document represents key aspects of a PS management routine that will help streamline your focus and heighten your ability to execute.

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Cloud Communications Services: Five Questions You Need to Address for Success

Many businesses have been successfully using cloud-based applications for years, but following this path for communications is much more recent. For some businesses cloud communications just means VoIP telephony, while others include applications such as video, text, chat, messaging, email, conferencing, etc. This guide addresses five key questions to help you determine how the cloud aligns with your business communications needs—including reasons to use the cloud, who the cloud is best for, whom... Read More

Four Reasons Why QuickBooks Is Failing Your Services Business

This white paper draws on real-world stories of small and medium-sized professional services organizations (PSOs) that have upgraded from QuickBooks at critical junctures in their development. It also outlines four common business process inefficiencies that you might see reflected in your own business—the reasons why QuickBooks may be failing your services organization. Read More

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Five Metrics Your Business Can't Live Without

Certain parallels can be drawn between professional services companies and manufacturing plants when it comes to measuring performance in terms of time and resources. But professional services companies don’t manufacture a physical product or manage an inventory, so it can be a challenge to measure how well the business is really doing. Such companies need to rely on metrics to assess their performance.

This white paper posits five metrics that professional services organizations need to... Read More

Optimizing Sales Tax Exemption Management Strategy

Acquiring, validating, and managing sales tax and use tax exemption certificates can be challenging. However, the appropriate exemption certificate management (ECM) strategy can help avoid sales tax audit risk while lowering audit assessments and penalties. Learn how to find the right solution for your organization. Read More

Killer Key Performance Indicators for Professional Services

With the growing significance of services to the bottom line, it’s never been more important to effectively monitor, measure, and manage your services business. Knowing which key performance indicators (KPI) can help drive success and contribute to your bottom line is essential. But with over 150 KPIs available, where do you start? Discover how these few small key improvements can help your service business performance. Read More
 
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