Professional services firms face a dynamic and competitive market, where they need to deliver high-quality services to their clients, while managing their resources, finances, and relationships efficiently and effectively. To succeed in this environment, professional services firms need a modern and flexible ERP solution that can help them streamline their operations, optimize their profitability, and enhance their customer satisfaction.

Acumatica ERP is a cloud-based ERP solution designed for professional services firms of all sizes and types. Acumatica ERP integrates with other applications to provide a complete solution for service management, from project initiation to completion, from resource allocation to billing, and from customer acquisition to retention.

It goes beyond project management. It delves into the critical areas of billing, turning a typically tedious task into a straightforward and error-free process. With Acumatica ERP, you can rest assured that every billable hour and expense is accurately accounted for, ensuring your firm’s financial health.

Acumatica ERP enables professional services firms to provide better service to their clients by offering the following benefits:why

  • Improved efficiency: Acumatica ERP automates and simplifies the processes involved in service delivery, such as project accounting, service automation, time and expense tracking, and CRM. Acumatica ERP eliminates manual and redundant tasks, reduces errors, and delays, and increases productivity and accuracy. Acumatica ERP also provides real-time visibility and reporting on the performance and status of projects, resources, finances, and customers, allowing professional services firms to make informed and timely decisions.

  • Increased profitability: Acumatica ERP helps professional services firms maximize their revenue and minimize their costs, by providing tools and insights to manage their project budgets, margins, and profitability. Acumatica ERP enables professional services firms to track and bill their services accurately and efficiently, based on the contract terms and the actual work done. Acumatica ERP also helps professional services firms optimize their resource utilization and allocation, by matching the right skills and availability to the right projects and tasks, and by reducing idle time and overstaffing.

  • Enhanced customer satisfaction: Acumatica ERP helps professional services firms deliver better service to their clients, by enabling them to meet and exceed their expectations, and by fostering long-term and loyal relationships. Acumatica ERP allows professional services firms to communicate and collaborate with their clients effectively, by providing them with access to relevant information and documents, and by allowing them to submit requests and feedback. Acumatica ERP also helps professional services firms improve their service quality and delivery, by ensuring that they follow the best practices and standards, and by providing them with tools to monitor and measure their customer satisfaction and loyalty.

Read more information on why professional services businesses choose Acumatica, the Cloud ERP.

Acumatica ERP is more than just a potent and adaptable ERP solution; it’s a solution that has been tested and trusted. A host of professional services firms have already witnessed the advantages of utilizing Acumatica ERP, as demonstrated by their shared success narratives and endorsements.

Being in the professional services industry ourselves, we were in the market for a new ERP solution and found that Acumatica had all the features we wanted and needed for CAL.  So, we decided to implement it internally and use it to run our business.  Moving from Dynamics GP to Acumatica paid off and we are more efficient and better able to service our clients. Read our full story here.

“Each team at CAL — sales, operations, and support — is viewing the same information. We can finally give everyone a complete view of our data in one location.” George Mackiewicz, President, CAL Business Solutions

CAL Business Solutions has a team of experts that can help you with every aspect of your Acumatica ERP project, from planning and installation to configuration and training, to maintenance and support. We also offer personalized services, industry expertise, and flexible pricing, to ensure that you get the best value and results from your Acumatica ERP investment.

Contact us today for a consultation, demo, or quote, and let us show you how we can help you transform your professional services business with Acumatica ERP.


By CAL Business Solutions, Connecticut Microsoft Dynamics GP / 365 BC & Acumatica Partner,