SMB Suite Announces Accelerated Technology Package for Professional Services Firms

SMB Suite Announces Accelerated Technology Package for Professional Services Firms

Long-time Microsoft Partner introduces Microsoft Cloud solution for Professional Services and Consulting Firms


IRVING, TEXAS – SMB Suite, a premier provider of business software solutions, announced the release of their new vertical solution designed specifically for professional services and consulting firms. The solution, based on Microsoft Cloud, offers a complete suite of tools that automates and integrates project management, time billing, resource tracking, accounting, and reporting into one cohesive and secure platform.


SMB Suite’s Professional Services solution is designed to simplify and automate many of the tedious and time-consuming tasks associated with managing a professional services firm. The all-in-one, monthly based pricing model gives customers the flexibility to choose what works best of their business. The platform offers a range of features, including:

  • Managing Projects
  • Project Profitability tracking
  • Time Billing
  • Resource Scheduling and Utilization
  • Full Accounting including time billing
  • Performance Metrics
  • Integration to Microsoft 365 tools like Outlook, SharePoint, and Teams.


“For too long, professional services firms have relied on antiquated, broken RevOps processes between delivery and accounting teams,” said David Greer, founder and CEO of SMB Suite. “Our solution takes all the risk away from firms that want to adopt a new modern tool to streamline their operations, reduce their overhead costs, and increase profitability to take their businesses to the next level.”


SMB Suite provides all the tools Professional Services organizations need from one Microsoft based platform, allowing to break down any functional silos between departments for seamless collaboration, with features such as:

  • Full integration with Microsoft Outlook, Excel, Word, OneNote, SharePoint, and Teams
  • Accessible from anywhere, any device, any browser
  • Every use case needed by a growing services team is fully supported
  • Secure in knowing all of your sensitive data is in your existing Microsoft tenant
  • Management insights delivered in native dashboards or Power BI


To learn more about SMB Suite’s new vertical solution for professional services consulting firms, visit


About SMB Suite
At SMB Suite, we built our company so yours can succeed. As a premier provider of technology solutions, SMB Suite works specifically with growing businesses, striving to help companies “Grow With Us” when dealing with technology and managed IT solutions. Through technology integration and a team of experts, SMB Suite transforms business with growth and innovation. For more information, please visit


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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.