When Small Businesses Grow, Their Systems Should Too
National Small Business Week is a time to celebrate the resilience, creativity, and ambition of small businesses across the country. For architecture and engineering (A&E) firms in particular, it’s also a moment to reflect on what it really takes to grow sustainably in today’s project-driven environment—and whether the tools that supported your early success are still helping you move forward.
Many small firms start out with simple solutions: spreadsheets for project tracking, a basic accounting system for finances, or a collection of manual processes. For a while, that approach works. But as project volume increases, teams grow, and margins tighten; those disconnected tools can quickly become a barrier to progress rather than a foundation for it.
During Small Business Week, it’s worth asking an important question: Are your systems helping you grow—or quietly holding you back?
The Challenge of Growing with Generic Tools
One of the most common challenges growing A&E firms face is relying on generic accounting software that was never designed for project-based work. Tools that are effective for basic bookkeeping but lack the project visibility firms need to truly understand how work is progressing and how profitable it really is.
When financials live in one system, project schedules in another, and resource planning in spreadsheets, leaders are left piecing together the story of the business after the fact. That lag makes it harder to spot issues early—whether a project is drifting off schedule, a team member is overallocated, or margins are eroding faster than expected.
As firms pursue growth, this lack of integration becomes more than an inconvenience. It becomes a risk. Without a holistic view of projects and financials, firms struggle to make confident decisions about staffing, pricing, and which opportunities to take on next.
The Case for a More Connected Approach
As firms mature, many reach an inflection point where spreadsheets and generic systems no longer scale. What’s needed is a solution built specifically for the way A&E firms work—one that connects projects and financials in a single view of the business.
That’s where modern, project-based applications like Deltek Ajera come into the conversation. Designed for small A&E firms, Ajera brings project management and accounting together so leaders can see, in real time, how each project impacts the firm as a whole.
Instead of chasing data across systems, firms gain consistent, up-to-date insight across the entire project lifecycle—from planning and staffing to execution, billing, and financial close.
“Before Ajera, we relied on QuickBooks, Harvest and Excel to manage billing and financial data. While these tools served their purpose individually, the lack of integration created significant inefficiencies, causing an administrative burden.”
-Matthew Kaea, Business Manager, Van Meter Williams Pollack
Supporting Growth with Less Friction
Growth shouldn’t mean more complexity. With a more integrated system in place, small firms can replace manual work with purposeful automation—freeing teams to focus on higher-value activities.
Automated receipt capture, suggested timesheet entries, and simplified bank reconciliation reduce the time spent on repetitive tasks. Embedded intelligence and tools like Ask Dela help users quickly surface the information they need without digging through reports or menus. The result is less frustration, faster answers, and better decisions—made when they matter most.
“Before implementing Deltek Ajera, I was managing a bunch of Microsoft Excel worksheets. All financial data, like bank account information and project data, was only available if someone stopped by my desk and I dug into the details. There was no easy way to share the information with principals and project managers.”
– Trina Hendricks, Office Administrator, Cameron McCarthy
Built-in dashboards and A&E-ready reports provide clear visibility into project health, utilization, profitability, billing, and cash flow. Leaders can tailor views to their role and priorities, giving them confidence that they’re acting on accurate, timely data instead of assumptions.
Why Doing Nothing Is the Riskiest Choice
It’s easy to delay change because switching systems feel daunting. New software comes with questions about time, disruption, and cost. But for growing A&E firms, staying in place often carries the greatest risk.
Disconnected tools make it harder to adapt, harder to scale, and harder to compete. Over time, firms that postpone modernization may find themselves reacting to problems rather than shaping their future.
“Having Ajera gives us the confidence to grow, take on more projects and better serve our clients. It’s an investment in our future.”
– Blake McAnally, President and Owner, Pugh Wright McAnally
Small Business Week is a reminder that growth doesn’t happen by accident. It comes from intentional decisions—about strategy, people, and the systems that support the business.
For firms ready to move beyond spreadsheets and generic tools, investing in a solution designed for the A&E project lifecycle can be a turning point. With greater visibility, smarter automation, and a single source of truth, small firms can move forward with speed, clarity, and control—and build a stronger foundation for whatever comes next.
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