professional services software

Professional Services

Power your firm with financial management and technology solutions designed for the way you work

Finance & Technology for Professional Services Firms

As a professional services firm ourselves, we understand the importance of managing projects from the drivers’ seat — not the rear-view mirror.

That experience allows us to optimize technology solutions for marketing & advertising agencies, staffing & recruiting agencies, biotech and life science companies, management consulting firms and more. We help provide visibility into project status and costs, accelerate billing, expedite time-and-expense speed processes, and increase system security.

Project Financial Management

Ditch the spreadsheets for automated project accounting workflows that speed billing, simplify multi-entity accounting & accurately track costs.

Professional Time Tracking

Raise employee utilization rates with integrated time tracking tools that use Artificial Intelligence to save time & improve accuracy.

Visibility Across the Firm

See profit-and-loss by business/service, project, manager, region, customer type, task, or other dimensions – all in real-time.

Integrate Your Systems

Modern IT infrastructure services provide security and accessibility while supporting seamless integration with best-in-class solutions.

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“We couldn’t analyze our financial & operational data efficiently – couldn’t see it in context of the entire operation. BT Partners built dashboards that allow us to visualize the inner workings of our company and see how they all relate.”

case studies for business analytics

Sage Intacct — Financial Management for Professional Services

A cloud-based accounting solution, Sage Intacct helps ensure profitable operations while improving customer satisfaction. Our dedicated team knows what it takes to maximize the value of Sage Intacct for professional services firms. We can help you scale operations profitably with greater insights across business lines, automated workflows, and improved staff productivity.

Managed Services Keep Your Firm Competitive

Our Managed Services team brings extensive industry experience to professional services firms. From systems monitoring, virtualization services, server/desktop support and backup/disaster recovery services, we can support your professional services software & technology — in whole or part — while you focus on growing the business.

Executive Analytics Provide Deep Project Insight

We know how important access to real-time financial and operational data is to professional services firms. BT Partners works with many project-oriented firms, using business intelligence tools like Domo, Power BI, and Burst BI to gain quick access to the metrics and KPIs that matter most, supporting proactive and agile decision making.


Since BroadPath implemented Sage Intacct two years ago, it’s grown from 500 staff to over 3,000. “Without a scalable financial management system and a trusted & responsive partner, that kind of growth would have been exceedingly difficult.”

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Business Insights and Resources

Business Continuity Plan

Thinking about the next major event (Post COVID)

data backup and recovery

Do You Know If Your Data Is Being Backed Up In The Cloud? Because It’s Probably Not.

It’s Gotta Be the Shoes

Ready to optimize?