Templeton Solutions Launches PracticePro 365
PracticePro 365 is the first unitized practice management system to enable firms to manage their practice, projects and people from a single data source.
West Palm Beach, FL (Feb. 7, 2019) – Today, Templeton Solutions announces PracticePro 365, a unitized management system enabling firms to capture data in a systemized way and manage workflows all in one place, allowing them to easily analyze, forecast and plan for profitability across all parts of their business. PracticePro 365 delivers a consolidated, holistic view of profitability and performance – and is unprecedented in the market today.
Over the last decade, the accounting industry has witnessed a significant rise in the volume of M&A activity – a trend that shows no signs of slowing down. For managing partners and founders, it represents an opportunity to grow their client base, lure better talent and position themselves for future success. However with growth in consolidation, comes the challenge of integrating legacy technologies that are often incompatible, outdated and stale. Running disparate solutions is not only costly and inefficient, but also prone to limitations.
“Jones & Company has grown rapidly over the past few years, acquiring multiple offices with different practice management platforms, subsequently creating silos of information across our firm,” said Jeffrey Jones, CPA, Managing Partner, Jones & Company, LLC. “Selecting PracticePro 365 allows us to consolidate our data, providing us with visibility and insights across our offices, letting us manage a unified firm.”
Founded by veteran entrepreneurs with over 30 years of experience, PracticePro 365 has been in development for several years. It offers a powerful approach to capturing and activating data for improved profitability and business intelligence. Benefits include:
Empowering partners and staff.
Firms can serve clients more effectively by planning projects using standardized service types and tasks and monitoring projects and resources in real-time.
Doing more business.
Marketing and sales can build contact lists, run campaigns and cross-sell services through a single dashboard.
Improving cash flow.
Staff can enter time and create invoices simultaneously to accelerate cash collections.
Predicting future profitability.
Firms can identify profitable market segments, pinpoint lost revenue and revise project plans in real-time.
Increasing scale and flexibility.
Built in the cloud from day one so all staff can easily access, input and update information at any time, from any device.
Serving clients better.
Firms get a holistic view of clients to better understand how to move beyond service and foster lifelong relationships.
“At Templeton Solutions, we believe the most effective way for firms to serve clients better and accelerate growth is by having a holistic view of their business that enables them to identify changes and make smart business decisions in real-time,” said Steve Templeton, Founder and CEO of Templeton & Company, LLP. “With PracticePro 365, firms can now analyze data, maximize productivity, minimize waste and identify new business opportunities, all from a single source of truth.”
About Templeton Solutions
Templeton Solutions is a technology company that develops practice management software for professional services firms. We combine deep industry and process expertise with custom software development, to enable growth and innovation for our clients. With over thirty years of experience in professional services, Templeton Solutions serves customers across all industries, providing them with the tools to optimize their resources, improve their cash flow and plan for the future, so they spend less time managing and more time growing their business. To learn more, visit us at www.templetonsolutions.com.
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Accounting Today: Keep your practice on the right track
Templeton Solutions Consistently Ranked as a Top 100 VAR
West Palm Beach, Fla., – July 24, 2018 – For the second consecutive year, Templeton Solutions has been named a Top 100 VAR (Value-Added Reseller) for 2018 by Accounting Today, a leading provider of business news for the tax and accounting community. This annual report ranks the top resellers in the accounting industry.
Cloud solutions are a given for VAR’s recognized on this year’s list with clients wanting intelligent, efficient, and secure solutions that can bring increased value to their companies.
Templeton Solutions developed the Templeton Suite built on Microsoft Dynamics 365® to enable CPAs and other professional services firms to manage their practice, projects, and people in the cloud. The unitized Suite combines CRM and Practice Management to track sales opportunities, plan engagements, streamline billing cycles and improve cash flow with integrated time and billing, project reporting, real-time analytics, and resource planning all accessible via a single sign-on with built in industry best practices.
In addition to its professional services solutions, Templeton Solutions is a Microsoft Cloud Services Provider (CSP), Silver Certified Cloud CRM partner and provides ERP, business consulting and implementation services for Microsoft Dynamics CRM, Microsoft Dynamics GP, and Microsoft Dynamics SL to clients across a variety of industries.
About Templeton Solutions
Templeton Solutions delivers full-featured applications for CPA and other professional services firms that are revolutionizing how forward-thinking firms grow and manage their practice. Basing its solution on Microsoft Dynamics® 365, the Templeton Suite offers its unitized solution, accessible via a single sign-on, so you can efficiently and more profitably manage your practice, projects and people on premise or in the cloud. Visit us at www.templetonsolutions.com
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Templeton Solutions Named a Top 100 VAR
West Palm Beach, Fla., – July 10, 2017 –Templeton Solutions has been named a 2017 Top 100 VAR (Value-Added Reseller) by Accounting Today, a leading provider of business news for the tax and accounting community. This annual report ranks the top resellers in the accounting industry.
The Top 100 list is composed of value-added resellers and technology consultants of accounting software who have exhibited a continuous growth in revenue. Industry trends noted with this year’s resellers are clients’ desire to move to the cloud utilizing software that can be customized to provide analytics, reporting and flexibility.
Templeton Solutions developed the Templeton Suite to enable CPAs and other professional services firms to manage their practice, projects, and people in the cloud. The unitized Suite includes CRM for Professionals™ and Practice Management for Professionals™ to track sales opportunities, plan engagements, streamline billing cycles and improve cash flow with integrated time and billing, project reporting, real-time analytics, and resource planning all accessible via a single sign-on with built in industry best practices.
In addition to its professional services solutions, Templeton Solutions is a Microsoft Cloud Services Provider (CSP), Silver Certified Cloud CRM partner and provides ERP, business consulting and implementation services for Microsoft Dynamics CRM, Microsoft Dynamics GP, and Microsoft Dynamics SL to clients across a variety of industries.
About Templeton Solutions
Templeton Solutions delivers full-featured applications for CPA and other professional services firms that are revolutionizing how forward-thinking firms grow and manage their practice. Basing its solution on Microsoft Dynamics CRM, the Templeton Suite offers its unitized solution, accessible via a single sign-on, so you can efficiently and more profitably manage your practice, projects and people on premise or in the cloud. Visit us at www.templetonsolutions.com
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Templeton Solutions Named a 2016 VAR to Watch
West Palm Beach, Fla., – July 11, 2016 – For the second year in a row Templeton Solutions has been named a 2016 VAR (Value-Added Reseller) to Watch by Accounting Today, a leading provider of business news for the tax and accounting community. This annual report ranks the top resellers in the accounting space and recognizes upcoming VAR leaders.
The Top 100 list is composed of value-added resellers and technology consultants of accounting software who have exhibited a continuous growth in revenue. The “VAR to Watch” list sheds light on upcoming innovative resellers and their forward-thinking technology concepts. Being recognized as a VAR to Watch denotes the ability to thrive within the financial software market.
In addition to their financial software practice, Templeton Solutions has developed and sells two robust industry-specific CRM solutions; CRM for Professionals™ and Practice Management for Professionals™ specifically for CPAs and other professional services firms. Based on the Microsoft Dynamics® CRM platform, these products help firms increase sales, grow their businesses and provide real-time information on firm activities. Templeton Solutions continues to be recognized for its thought leadership in client relationship management within the professional services industry.
About Templeton Solutions
Templeton Solutions delivers full-featured applications for CPA and other professional services firms that are revolutionizing how forward-thinking firms grow and manage their practice. Basing its solution on Microsoft Dynamics CRM, Templeton combines Project Management, Document Management, Analytics and Time & Billing in a single, easy-to use solution delivered on premises or in the cloud. Visit us at www.templetonsolutions.com
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