One Solution. Best Practice Project Delivery for Auditing Firms.

We help you implement best practice project delivery to reduce costs and improve margins

Gain the Benefits of Best Practice Project Delivery

 

Our intuitive solution is specifically designed to provide critical real-time insights into your accounting project activities. CrossConcept Continuum PSA streamlines accounting processes ensuring CPA’s can deliver their work accurately, on time, and within budget.

 

CrossConcept Continuum PSA provides the tools needed to streamline and standardize project accounting activities, even when each project is distinctly different from each other. A CPA firm is a business that sells accounting services, so mastering its business practices is key to its success. Adopting a standardized, structured approach to processes is the best way to beat competitors and achieve business success.

CrossConcept Continuum allows your CPA’s to automate and tailor their accounting activities directly to the project at hand, regardless of its nature, so they are better able to complete it successfully on time and on budget. In addition, PSA software saves accounting firms substantial time and money allowing the business to grow in the fastest way possible.

 

The market continues to become overcrowded with the introduction of new business ventures popping up every day. CPA firms must engage all available tools to differentiate themselves from their competition. CrossConcept Continuum PSA was designed specifically for CPA’s to ensure they can do exactly that.

 

Streamline Every Stage of your Audit Project Process

Easily & Efficiently Track Your Teams Time & Expenses

 

Make time tracking an integral time management tool for your team instead of a necessary evil. Allow your team to instantly see the time and expenses associated with projects. Get real-time profitability and resource allocation insight.

For billable services organizations, expense management is critical. Allow your team to capture expenses with a simple intuitive interface both on the web and remotely ensuring every entry is accurate and on time.

 

Gain Granular Insights & Visibility into Resources

A resource dashboard showing your entire team’s allocation allows you to efficiently level resource demand on projects that are work in progress in addition to future opportunity projects in the pipeline.

 

Proactively ensure that the right resources are working on the right tasks based on real-time project timelines and projections early in the project lifecycle. Manage your most complex project resource requirements easily.

Reduce your Invoice to Cash Cycle with  Integrated Billing & Invoicing

Eliminate the confusion and overhead of your billing process with integrated invoicing. Reduce your invoice cycle from days to hours. Create invoices in batch and send them to accounting solutions like QuickBooks in minutes.

You're already tracking your fixed fee milestones, time, bill rates, and expenses. With integrated invoicing, you can now simply email your customers the minute they're approved.

Deliver Your Projects Predictably & Consistently

Enable your project team to collaborate on projects and maintain real-time and accurate project status throughout the project life cycle. Your managers can proactively identify and resolve potential issues in the early stages of a project and do a lessons learned based on actual effort once completed to improve future projections. 

Eliminate the overhead and frustration of chasing down updates from team members. The result is a significantly improved and streamlined project delivery process based on best practice approaches leading to increased billable utilization, project margins and satisfied clients. 

 

Focused Dashboards & Reports Keep your Team Informed 

Configurable dashboards keep you informed on what’s really going on with your projects in real-time. Align your dashboard to what's meaningful and measurable based on your specific needs and role.

Track & Manage Your Clients & Leads With Integrated CRM 

Manage your entire sales pipeline including leads prospects, opportunities and customers. Analyze sales performance across the organization and have real-time insight into the work in progress and A/R for any client. Our CRM is fully integrated with all elements of the solution.

Factor in resource demand for opportunities in conjunction with projects in flight and be confident you have the resources needed to effectively deliver. Once opportunities are closed their information can be converted to projects greatly streamlining the sales to project delivery handoff process.

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Run Your Business on the Go with our Mobile Apps

 

Simplify time and expense entry for your team with a mobile time and expense tracking app for both iOS and Android. Make it simple and easy for your team to keep up to date with time and expenses while on the road.

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Suite 393

Whitby, Ontario

Canada, L1N 9K3

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