An ERP Specifically Designed for Professional Services Firms

Cloud Technologies Drive Innovation and Maximizing Results for Professional Services Firms

Your professional services firm’s success depends on how effectively and efficiently you manage projects and serve customers. Yet, many professional services firms struggle with siloed business systems and disconnected technology that keeps them from achieving their goals. Your firm may be facing common challenges in this space, including optimizing staff utilization, predicting cash flow and resource demands, managing project regulatory compliance, and responding to ever-higher customer expectations.

Streamlining Operations and Projects

Modern, connected cloud solutions provide an agile platform to transform operations by providing greater visibility across projects, streamlining resource management, improving utilization, and driving greater project profitability.

Velosio crafts Professional Service solutions built on industry-leading Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance and Operations, Microsoft Dynamics 365 Project Operations, and Microsoft Dynamics 365 CE. Our team of Professional Services consultants brings real-world experience combined with application expertise to your project, helping you select and implement optimal technology solutions that speed your time to value.

Microsoft Dynamics 365 Buyer's Guide for Professional Services

This guide will provide an overview of the entire platform and answer questions about features, selection, purchasing, implementation and support of the Dynamics 365 suite of solutions.


Software Companies Gain Project Development Agility with Microsoft and Velosio

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Management Consultants

Optimize Productivity and Profitability with Advanced ERP for Management Consultants

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Project-Based Companies

Deliver More Profitable Projects with Cloud-Based Tools, Technologies, and Services

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Simplify Your Digital Journey
Cultivate Fresh Ideas and Innovation
Interact with Peers and Professional Services Experts
Realize Business Value Faster

The Industry Solution for Professional Service Firms

Successful, growth-oriented professional services firms use cloud solutions, including cloud ERP, explicitly designed for the professional services sector to better manage their business, provide increased value to their clients, and make faster, more informed decisions.

Professional services ERP solutions from Velosio capabilities include:

  • Project Accounting
  • Balance Capacity Against Demand
  • End-to-End Cloud-based Project Management
  • Time and Expense Tracking
  • Invoicing and Revenue Recognition
  • Advanced Project Forecasting
  • Customizable, Role-Based Dashboards

Finding the right ERP and supporting technology for Professional Services firms is critical. Using our industry and solution expertise, Velosio can ensure your business management solution is responsive to the unique business requirements of your professional services firm.


Berkowitz Accounting Firm Improves Processes with Dynamics 365 ERP

Berkowitz Pollack Brant was outgrowing QuickBooks for financial management and encountered an inefficient process reconciling the systems each month.

BPB selected Microsoft Dynamics 365 for Finance and Operations to gain better financial control and to provide a 360-degree view of its client relationships and Velosio as its implementation partner.

 “They were very responsive, answered all of our questions, made sure to check off all of our wants and needs, and were specific and diligent with the implementation information,” says Andy Advincula, CFO.

Our Latest Recognitions

An Essential Guide for the Modern Professional Services Firm

Professional services firms are at an inflection point.

New competitors, a rapidly evolving tech landscape, and the looming presence of uncertainty were already forcing firms to redefine legacy business models and processes. And then COVID hit and kicked things into high gear. Despite all the upheaval, services remain at the core of professional services businesses across the spectrum.

Read our essential guide for modern professional services to learn how your firm can stay ahead of these events.

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