1. What professional services firms need
Professional services automation (PSA) software should handle the entire client lifecycle:
Sales & Pipeline
- • Lead tracking and qualification
- • Proposal generation
- • Contract signing
- • Deal forecasting
Client Management
- • Contact database
- • Communication history
- • Document storage
- • Client portal access
Time & Resource Tracking
- • Billable time capture
- • Project time budgets
- • Team utilization
- • Resource scheduling
Billing & Finance
- • Time-to-invoice automation
- • Project profitability
- • Expense tracking
- • Payment collection
2. PSA software comparison
| Platform | Starting Price | Best For | Limitation |
|---|---|---|---|
| Salesforce + Add-ons | $150+/user/mo | Large enterprises | Complex, expensive |
| ConnectWise | $35+/user/mo | IT/MSPs | IT-focused only |
| Accelo | $24+/user/mo | Small agencies | Limited accounting |
| Karbon | $59+/user/mo | Accounting firms | Accountants only |
| BBos | $49/user/mo | All professional services | Newer platform |
3. How BBos serves professional services
The Complete Professional Services Workflow
1
Lead comes in → Tracked in sales pipeline
2
Send proposal → E-signature with payment terms
3
Client onboards → Automated checklist and portal access
4
Work begins → Tasks assigned, time tracked
5
Bill client → Invoices from time automatically
6
Analyze → Reports show profitability per client
4. ROI calculator
For a 10-Person Professional Services Firm
Time tracking improvement (+15% billable capture)+$45,000/year
Admin time saved (5 hrs/week × $50/hr)+$13,000/year
Tool consolidation savings+$12,000/year
BBos cost (10 users × $49/mo × 12)-$5,880/year
Net Annual Benefit+$64,120/year