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UAEERP for CPA & Accounting Firms
DIFFERENTIATE YOUR FIRM FOR MORE PROFITABLE WINS
Being connected and efficient allows your accounting firm to dig deeper and focus on bringing fresh insights to each client's business. In this way, firms can move beyond a traditional numbers role and cement their value as a trusted business advisor.
With Deltek, you get the visibility to make accurate plans, the control to respond correctly when changes are needed, and the insight to help improve utilization and profitability. Take your firm into the future with an ERP solution delivered on-premise or via our reliable and highly scalable cloud platform, and start billing more hours and earning higher profits from your work.
Rely on Deltek for:
- Client Management that help track and win more business
- People Planner to help make sure every single client engagement is profitable
- Talent Management that help find and retain the best talent
Industry Solutions
BUSINESS DEVELOPMENT
Winning business has always centered around relationships and referrals, but the right client management tools can help you extend your reach. Savvy firms are combining social media, digital marketing and analytics to target their networks and prospects more precisely than ever before. Deltek has a suite of integrated tools that allows business development teams to find, follow and make the most of business prospects.
- Maconomy Client Management is a business development system built to find new leads for professional services firms
- Automate client management and organize all of your client information in one centralized database
- Track contacts, opportunities, estimates, proposals and all the associated communications
RESOURCE & PROJECT MANAGEMENT
Data replication from static spreadsheets and documents wastes time and erodes the integrity of information that should ensure project success. By implementing a common management approach to scope, schedules, resources, costs, risks, quality and communications, firms can bolster project profitability. Deltek helps resource and engagement managers centralize and edit data in real-time to effectively plan and manage projects.
- Maconomy People Planner automates project scheduling, budgeting and forecasting
- Track, edit, and analyze project details in a central database for simple and timely sharing
- Gain visibility into project budget, resources, and progress
FINANCE & ACCOUNTING
Deltek software helps accounting firms automate project and financial accounting, centralize budgeting and planning and streamline processes — all with the goal of driving profits and maintaining compliance. To ensure reliable profit margins and improved predictability for growth, accounting firms can depend on Deltek.
- Deltek Maconomy provides industry-leading software for firm management, project accounting, corporate financials, reporting and compliance
- Detailed, project level forecasting and budgeting for any segment of your work breakdown structure
- Organizational budgeting, resource planning, indirect rate forecasting and financial reporting
HUMAN RESOURCES
Companies must offer increasingly competitive compensation packages to fill vacant positions and retain their best employees. With new talent being so hard to acquire, there is renewed focus on developing existing talent and providing benefits that create a desirable work/life balance. Deltek delivers all the tools to help accounting firms win the talent war by attracting top talent, nurturing their skills and giving them compelling reasons to stick around.
- Deltek Talent Management is a suite of five tools that you can use together or separately to recruit, teach, manage and incentivize your workforce so that it's always performing at top levels
BUSINESS INTELLIGENCE
Technology has shifted the role of accounting firms in their clients' business structures. As a result, clients are looking to their accounting firms to deliver strategic advice, industry expertise and solve problems that might have been handled elsewhere in the past.
With products designed specifically for the financial industry, Deltek provides accounting firms with the tools they need to turn data into actionable insights and create additional value for their clients.
- Maconomy Business Performance Management finds relationships in data that provide actionable business insights
- Consolidate data from scattered sources to enable real-time, group collaboration
- Visualize data in role-based, analytical dashboards
- Self-service Business Intelligence means there's no need to go back to Information Technology or business analysts for new queries or reports
Benefits by Role
PARTNER
In a climate where the profitability of every engagement is highly scrutinized, firms must increase their flexibility and be able to shift resources as often as the market demands. Firm leaders must respond and prove themselves to three audiences: clients, owners, and employees. Clients want work done fast, done well and the billing kept as lean as possible. Owners want the firm to make money. And your workforce craves meaningful and engaging work with recognition, fair compensation and a clear path for growth. Deltek gives you the tools to navigate these requirements with a nimble, unified approach.
- Maconomy efficiently manages costs and measures earned value to help you forecast with confidence
- Maconomy Business Performance Management delivers deep insights so you can avoid delays and cut costs throughout your organization
- Deltek Talent Management allows you to recruit, teach, manage and incentivize your workforce so that it's always performing at top levels
Finance
Get the industry intelligence and insight to know which levers to pull to make more profit. Deltek brings you complete visibility — from front to back office, you'll have firm-wide accountability at a glance. Maconomy gives you the tools to build robust forecasts, track scope and cost at every step to ensure projects are delivered profitably on time and on budget.
- Annual compensation — Know if you have the right people and if you are you paying them right
- Utilization & billable work — Know how well people are utilized down to the project or individual level
- Fees — Have the data you need to understand if you can increase your rates or fee structure
- Time and expense — time sheets and workflow approval
- Financials — invoicing, billing and record keeping
ENGAGEMENT MANAGER
When you own the relationship with the client and the success of the entire engagement is in your hands, it's critical that you lay the groundwork for the best plans possible. Maconomy takes care of Engagement Managers with a suite of tools that help you create smart schedules and plan for every contingency.
- Prevent scope creep before it starts
- Have the entire engagement budget at your fingertips
- Quickly adjust your engagement parameters in real time
- Easily produce the reports your clients require
OPERATIONS
As you are looking to guide your firm forward, adopting new business processes that help manage the entire project lifecycle is a solid direction. Many accounting firms currently use three or more systems to manage their sales forecasts, resource plans, WIP, financial records, client records, budgets, resource costs, invoices and billing. Firms that move to an integrated system such as Maconomy will be well positioned to pull significantly ahead of the competition.
- CRM tools to track and win more business
- Maconomy Business Performance Management gives you insight into your entire practice
- Practice management tools to make sure every engagement is profitable
- Talent management tools to find and retain the best talent
HUMAN RESOURCES
Investing in your firm's growth doesn’t simply mean hiring more people; it means hiring the right people who know how to impact business and drive revenue. With competition for talent intensifying, accounting firms can rely on Deltek Talent Management to help identify and retain quality personnel.
- Annual compensation — Know if you have the right people and if you are you paying them right
- Expedite recruiting and on-boarding with automated tools and guidelines
- Maximize profitability by automating the recruiting process
- Satisfy audits with complete visibility into accurate employee and project data
Support Materials
Boulay, PLLP Case Study
CPA firm extends back-office capabilities to effectively measure project performance.
Smart Devine Case Study
Acclaimed CPA Firm turns to Deltek Maconomy to streamline practice management.