Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Project Management
CBIZ Technology provides Sage Intacct ERP implementations for professional services firms that manage complex project structures, client billing arrangements, and resource utilization. Our certified consultants configure Sage Intacct’s dimensional structure to track revenue and expenses by project, client, service line, and consultant while automating revenue recognition for professional services engagements. We support firms transitioning from QuickBooks or legacy systems that lack integrated project accounting and real-time financial visibility.
Our team connects Sage Intacct with CRM platforms like Salesforce to automate quote-to-cash workflows and eliminate duplicate data entry. We guide your team through system design, historical data transfer, workflow configuration, and training tailored to your operational model.
Our Solutions
PROFITABILITY
Project Tracking
Track project costs, revenue, and margins in real time by project, client, and service line with AI-powered profitability analysis. Monitor your budget against actual performance as work progresses. Identify your most profitable clients and service offerings through automated insights.
UTILIZATION
Resource Management
Monitor billable versus non-billable hours by individual consultant and practice area. Track resource allocation and capacity planning for project staffing decisions. Access AI-enhanced utilization dashboards that identify optimization opportunities and improve resource deployment.
AUTOMATION
Client Invoicing
Streamline time entry, expense submission, and billing workflows. Generate invoices based on time and materials, fixed fees, retainers, or milestone billing. Automate revenue recognition according to your contract terms and billing arrangements.
Frequently Asked Questions
Professional services firms need real-time visibility into project profitability, resource utilization, and revenue recognition. Sage Intacct delivers these capabilities through integrated project accounting, automated billing workflows, and CRM connectivity.
Sage Intacct captures costs and revenue at the project level, breaking down profitability by phase, client, or service line. You can identify which engagements deliver the strongest margins and adjust pricing or resource allocation accordingly.
Sage Intacct integrates with common CRM platforms to sync customer data, automate workflows, and connect your sales and financial systems. We assess your current systems during discovery to confirm integration capabilities.
Implementation timelines vary based on your firm’s size, data complexity, and integration requirements. CBIZ Technology works with you to define a realistic timeline during the discovery phase.
Sage Intacct automates time tracking, expense management, billing, revenue recognition, and project creation from CRM opportunities. These capabilities reduce manual processes and give you real-time visibility into consultant utilization and project performance.
Meet Our Sage Intacct Leadership Team
Kayla Hall
Director, ERP & Finance Transformation
Justin Van Druff
VP, Business Development
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Discover how CBIZ Technology implements Sage Intacct to improve project planning, tracking, and profitability.
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