Case Study: Enterprise Financial Consulting Group, LLC achieves automated time and expense tracking and faster invoicing with Projector PSA

Projector and QuickBooks Give Consulting Company Room to Grow

Enterprise Financial Consulting Group, LLC, a 60-person finance and consulting firm with consultants located across the U.S., was struggling with Excel-based time, expense and scheduling processes that caused double-data entry, double-bookings and slow invoicing. To solve these challenges they selected Projector PSA’s Projector Professional Services Automation (integrated with QuickBooks Online Edition) to provide the web-based time-tracking, scheduling and billing controls they needed.

Projector PSA implemented a quick, two-week rollout of Projector PSA’s solution integrated with QuickBooks, automating time tracking, scheduling and expense reporting and eliminating double-data entry. The result: invoices are generated in one day, accounting headcount dropped from a full-time to a part-time role, managers gain better reporting and decision-making visibility, and the company reports Projector PSA removed roughly 80–90% of the manual work while improving controls and scalability.

Enterprise Financial Consulting Group, LLC

Kevin O’Sullivan

Partner