Deltek's CPA Firm Management Solution
Connect people, work, time and finances

Deltek’s CPA firm management system is not your average practice management system. Unlike traditional practice management systems – which address only back-office financial management – Deltek’s CPA firm management solution brings financial management and practice management together in one system. Now everyone in your firm, from front-office to back-office, will have a single source of real-time, trusted information about clients, engagements, resources, and financial results.

Deltek’s CPA firm management system, delivered on-premises or in the cloud, links all administrative activities across your practice - from front-office activities like CRM, proposals, SOW’s and resource plans to back-office activities like time collection, invoicing and financial reporting.

Deltek gives accounting firms the visibility to make accurate plans, the control to respond correctly when changes are needed, and the insight to help firms improve resource utilization, profitability, and realization. Your firm will be able to bill more hours and earn higher profits from your work.

Benefits include:
  • Higher Utilization – by better control over resources, scope of work, and billable time
  • Accelerated Cash Flow – from faster billing and more accurate invoicing
  • Streamlined Efficiency – by joining people, processes, and information into a single, integrated workflow
Built for the unique way firms like yours need to view clients, services, and resources, Deltek brings firms a unified view of their entire operations – from front-office to back-office:
  • CRM – Win Business
  • Resource Planning – Increase Utilization
  • Project Management – Improve Margins
  • Financial Management – Accelerate Cash Flow
  • Time and Expense Capture – capture every billable hour
  • HR – Align Workforce
  • Business Intelligence – Improve Results


Contact US
Please contact us if you would like to learn how Deltek’s firm management solution can help your firm generate more cash and earn higher profits from your work.
Resources
Free Practice Management Assessment
Has your firm outgrown its practice management systems? Find out now with this quick, easy and free assessment tool from Boomer Consulting and Deltek.

Learn why our firm management system earned 4.75 out of 5 stars from CPA Practice Advisor.

Deltek First Maconomy Essentials (Data Sheet)
Deltek's cloud solution for public accounting firms.

How to Maximize Your Firm’s Productivity and Profits (Infographic)
6 ways a unified practice management system can make a difference to your CPA firm.

What’s Sinking Your Cash Flow? (Video)
This entertaining 1-minute video shows how your CPA firm’s systems might be leaking cash. Discover a smarter solution that stops the leaks, increases profits, and accelerates cash flow.

Pave the Path to Profitability (Paper)
4 ways to achieve your profitability goals with a single, firm-wide system that combines practice and financial management.
On-Demand Webinars
Measuring and Managing Actual Engagement Profitability – Featuring Boomer Consulting
Learn how to identify high-margin services, products and clients.

Fixed Fees. No middle Ground? – Featuring Boomer Consulting
Learn the advantages and risks of fixed-fee pricing and get recommendations for introducing it across your firm.
Boulay, Heutmaker, Zibell and Co., P.L.L.P
Boulay, a PrimeGlobal Alliance member, chooses Deltek to measure engagement profitability
Smart Devine
Smart Devine improves resource utilization and cash flow with Deltek
Goldstein Schechter Koch
GSK, a BDO Alliance member, reduces time spent on non-billable work with Deltek
Articles
How Resource Planning can be a Competitive Advantage – Featuring Boomer Consulting
Deepen Client Relationships and Trust Through Fixed-Fee Pricing – Featuring Boomer Consulting
A Path to Better Billing featured in CPA Practice Advisor
The "3 Cs" of the Cloud - Does Your Firm Fit? – featured in CPA Practice Advisor
Rising Above By Moving Your Firm to the Cloud – featured in CPA Practice Advisor
Deltek Professional Services (PS) Blog
Insights and best practices for PS firms