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A QuickBooks Accountants’ Guide to Professional Service Profitability

A QUICKBOOKS ACCOUNTANTS' GUIDE TO PROFESSIONAL SERVICE PROFITABILITY

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 1, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this course, you'll learn the key concepts and best practices for helping professional service firms that you work with optimize their operations and improve their financial performance. From understanding utilization and margin to mastering capacity planning and billable rates, you'll gain the knowledge and skills needed to provide valuable advice and support to your clients. Through real-world examples and case studies, you'll explore the challenges and opportunities facing professional service firms and discover how to help them thrive in today's competitive market. 

Learning Objectives: 


  • List the four types of professional services firms and how they all demand a different financial model 

  • Identify benchmarks for the percent of billable staff and billable targets 

  • Recognize the importance of utilization and capacity-planning 

  • Outline business process strategies to improve project margin and protect the bottom line 

  • Evaluate how to use software and technology to optimize professional service firm operations

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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As the Head of Sales at Projectworks, Madeline Bakewell works with professional service firms on a daily basis, assisting them to improve their operations and margins.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.