March 10, 2021
1:00 pm - 3:00 pm

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Leveraging Digital Transformation in Professional Services/Project-Based Companies’ Accounting

The art of professional services has evolved wildly over the years and brought with it increasing expectations from stakeholders on all sides. We live in an era where the expectation is that information is available at the click of a button, and that information better be as close to real-time as logistically possible. Professional service companies and project-based businesses are tasked with the challenge of making sure their time entries get in, charging the time to the correct projects, allocating costs, paying vendors and contractors, and making sure every cent possible is billed back to customers to keep profit margins strong. Thankfully, the digital transformation of accounting and its related technologies means that all this work doesn’t have to bury your team. Join GRF for this lively discussion on the digital transformation of accounting for professional services and project-based businesses, along with demonstration of technology to help your organization excel in the digital age. For a primer on digital transformation and accounting, read 2021 Will Accelerate Accounting’s Digital Transformation.

We will discuss:

  • How the role of finance and operations has evolved with digital transformation
  • How to enhance transparency with faster, more accurate audit preparation, real-time reporting, and dashboards
  • Different strategies for measuring and analyzing key metrics in professional services and project-based organizations
  • Approaches to automate reporting, budgeting, billing, and other critical areas
  • Strategies to help minimize revenue leakage
  • Why the accounting landscape for professional services and project-based companies drives the need for accelerated digital transformation

Join us to learn how the right financial management tools can help you capitalize on digital transformation and take on additional work without adding tremendous administrative headcount. Bring your questions! We’ll reserve time for Q&A.


Who Should Attend

Individuals leading the accounting/finance function at professional services and project-based companies and the executives to whom they report. CPAs working with these companies will also find value.



Jim Norton, CPA

Senior Manager, Accounting Technology Services

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