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.

sage intacct case study


“I appreciate how BT Partners put a personalized touch to the project. They were forging a relationship with Caliber, not just making a transaction. They are always asking how they can help us achieve our next business goal.”

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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.”

cloud erp case study

Business Insights and Resources

AI in finance

What Every Finance Professional Needs to Know About Generative AI in Finance

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What to Do If You Clicked on a Phishing Link

system testing

Using Microsoft Azure for System Testing

Ready to optimize?