Why attend?

Professional services businesses run on people, projects and fees,  but many finance teams are still stuck in spreadsheets, disconnected systems and after-the-fact reporting.

In this session, we’ll show how Sage Intacct gives finance leaders in professional services real-time visibility into utilisation, project profitability and cash, so you can protect margin and support smarter decisions across the firm.

What you’ll learn

✔️Project & client profitability
Project/engagement P&L
Margin by client, service line, partner/director

✔️Time, expense & WIP → billing
Flow from timesheets/expenses into invoices
Unbilled vs billed vs collected

✔️Utilisation & capacity
Simple views for utilisation and revenue per FTE/team

✔️Dimensions for professional services
Tag by client, project, practice area, partner, region

✔️Dashboards for finance leaders
CFO/FD dashboard with KPIs: margin, WIP, AR, write-offs, realisation