Professional Services
and Project-Based Firms
You deliver great work for your clients and your systems should return the favor.
The Challenge
When you’re running multiple engagements at once, the last thing you have time for is hunting down project numbers across three different systems and a spreadsheet your colleague built in 2019.
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But that’s exactly where a lot of professional services firms find themselves. They’re great at delivering for clients, but flying blind on their own project profitability, utilization, and financial forecasts.
The Solution
TruNova Launchpad gives project-based firms a structured, predictable path to Business Central that’s built around the things that matter most to you: project accounting, real-time cost and billing visibility, and financial management that actually keeps up with how your business runs.
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No unnecessary complexity, just a clean system that tells you exactly where every engagement stands.
The Outcome
The result is a firm that finally has the financial clarity to make smart decisions on which projects are profitable, where resources are being stretched, and where the business is headed. Less guessing and much more growing.
Still running your firm on gut feelings and spreadsheets?
You don't really know which projects are actually profitable.
Revenue tracking and reporting is still way too manual.
Your finance and operations teams are working from different playbooks.
Scaling means adding headcount just to manage the admin.
Financial controls are inconsistent across projects and teams
Launchpad Solution for Professional Services Firms
Professional services firms are a great fit for either path. It really comes down to how complex your project accounting and reporting needs are. Straightforward operations? Self-Led gets you there. Multiple revenue streams, complex project structures, or aggressive timelines? That’s where Consultant-Led earns its keep.
Best for teams that want the structure without full consulting:
- A structured project plan your operations team can run without derailing client work
- Full training resources so your team knows the system inside and out before go-live
- Your Success Plan keeps expert backup close by without adding to your overhead
- You own the execution, and the savings go straight back into the business
Best for firms with complex project accounting, multiple revenue streams, or accelerated timelines:
- We run the implementation so your team stays focused on billable work, not system setup
- Fixed scope and structured delivery built around project accounting best practices
- Built for firms with complex revenue models, multi-phase projects, or tight timelines
- Your Success Plan keeps expert support in your corner long after go-live
Learn more about Consultant-Led Launchpad!
Professional Services Success Story
One professional services firm went from “we think this project is profitable” to “we know exactly where every dollar is going,” all without taking their eye off client delivery for a single day. Turns out having the right system makes running a services firm a lot less stressful. Who knew?
Scope Creep Has Met Its Match!
Finally, a System That Helps You Stay on Top of It.
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Every services firm knows the pain of scope creep: the extra meetings, the “quick questions,” the deliverables that quietly grew into something much bigger.
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While Launchpad can’t stop clients from asking for more, Business Central gives you the visibility to catch it early, document it clearly, and make sure your billing reflects the actual work. Less uncomfortable conversations and much more confident ones.
Growing the Firm Without Growing the Chaos
More Clients Shouldn’t Mean More Headaches.
The goal is to grow, but not by throwing more people at the administrative problem. Launchpad sets you up on a system that handles more volume, more clients, and more complexity without requiring a bigger back office to keep up.
Standardized processes, automated workflows, and real-time reporting mean your team can focus on delivering great work instead of managing the machinery behind it.