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Project based professional services firms and architecture and engineering practices running Deltek Vantagepoint.
Ongoing managed execution scoped to your organization’s reporting requirements and operational context.
Deltek Vantagepoint, Microsoft D365 Business Central, QuickBooks, Xero
Transaction processing, reconciliations, month end execution, journal management, accounts payable and receivable, invoice generation, time and expense processing, and payroll coordination.
Close governance, entry validation, balance sheet reconciliations, exception management, and operational review with variance analysis.
Financial analysis, alignment with delivery and project data, reporting consistency, KPI visibility, and controller level and CFO level inquiry support.
Process refinement, documentation, clarity in workflows, operational budgeting, indirect rate development, audit support, and alignment of systems to how work actually needs to happen.
Financial execution inside professional services firms often drifts toward two failure modes. The first is manual friction, where capable ERP systems are reduced to spreadsheet adjacent workflows because the team operating them lacks the depth to fully leverage the platform. The second is person dependency, where critical accounting knowledge becomes concentrated in one or two individuals, creating institutional risk that compounds with every close cycle.
Neither failure mode is always obvious from the outside. Reports still get produced and invoices still go out. But the underlying process becomes fragile, inconsistent, and difficult to scale.
This is not a staffing problem. It is a structural one.
Managed Accounting Services are designed to reinforce financial execution through system centered discipline, defined cadences, and clear operational ownership.
Managed Accounting Services operate at defined layers of responsibility built around outcomes, not tasks. Every engagement is scoped to reinforce your existing leadership and internal structure, not replace it.
The scope spans four operational layers:
Accounting Execution covers transaction processing, reconciliations, month end execution, and journal management.
Senior Oversight provides close governance, validation, exception management, and operational review.
Financial Alignment ensures consistency between financial data, delivery performance, and KPI visibility.
Optimization and Control focuses on process refinement, documentation, workflow clarity, and aligning systems to how work actually needs to happen.
Each layer is designed to bring discipline to day to day execution while maintaining appropriate visibility and control for leadership.
Assess
Structured review of workflows, configuration, ownership, and control points.
Embed
Standardized processes and execution cadences aligned to your actual operating environment.
Execute
Defined timelines, clear accountability, and consistent reporting.
Refine
Ongoing adjustments to maintain clarity as conditions evolve.
We operate directly within your existing system structure. Managed Accounting Services are designed to reinforce operational clarity and reduce friction, not layer in additional complexity.
