As a professional services firm, your revenue is directly tied to the accuracy and efficiency of your time tracking and invoicing processes. Accurate time tracking allows you to bill clients for the work that was actually done, while efficient invoicing ensures timely payment for that work. Accurate time tracking and invoicing is essential for maximizing […]
In today’s digital age, it’s more important than ever for professional services firms to have a strong brand and effective marketing strategies. Whether you’re a law firm, accounting practice, or consulting agency, building a strong brand can help you stand out in a crowded market and attract new clients. In this article, we’ll explore some […]
This is a guest post by Aušrinė Babonaitė from Cybernews, a global team of experts in online privacy and security. If you are a freelancer or simply work remotely, cyber security is one of the most important factors you need to take care of. Many small enterprises, extremely small company owners, and freelancers may not […]
When determining the pricing model for a project proposal, one of the most important decisions is choosing between fixed-price and time and materials options. In fixed-price projects, the service provider determines a predetermined amount for the project, which the client pays in full, regardless of how much time or resources are required to complete it. […]
Tasks in Clientary are an important part of our project management suite. Tasks allow you to assign work to your staff and act as a basis for which they can track time. However, in a project, it’s often important to have clients participate in the work. Specifically, there are usually situations where clients need to […]
The professional services industry is always looking for ways to streamline processes, improve efficiency, and provide the best service possible to clients. One tool that can help achieve these goals is a shared client portal. This type of software allows firms to centralize communication and collaboration with clients, making it easier to stay organized and […]
For the longest time, if you wanted to add a discount to invoices and estimates, we had a very simple system which support negative line values. All of our amount calculation logic and corresponding rendering logic in our document templates supported this notion. However, we’ve received feedback over the years that this isn’t enough to […]
Running a small service business can be a complex task, especially when it comes to managing client relationships and keeping track of finances. It’s not uncommon for service business owners to use multiple systems to manage invoicing, proposals, and client data. However, using separate tools for each aspect of your business can lead to duplicated […]
This is a guest post by Haider Sayed. Haider is a Content Marketing Consultant & Founder of haidersayed.com. Where he writes about Business Software, how-to guides, and individual software reviews, so, people can make the right choice for their business. Invoicing is a crucial part of any business’s financial process, and as technology has evolved, […]
Proposals are an important step in the client lifecycle as they provide a detailed overview of the project scope, timeline, and costs for the client. Proposals are often used to secure new business and can help to establish trust and credibility with potential clients. They provide a clear and detailed understanding of the project, which […]