Endless Challenges Affecting Your Profitability?

Growing Professional Services firms face numerous challenges that affect their profitability. Skills shortages, high onboarding costs, high turnover, and
higher salaries are all contributing factors.

Clients are also demanding more cost assurance, less risk, and
proven outcomes, putting pressure on traditional hourly billing methods.

As a result, many companies are shifting to fixed price milestone billing, but this makes it even more difficult to determine project profitability using outdated tools and processes.

Your Solution Is Here

SMB Suite provides professional services organizations with one set of office tools to manage projects, resource scheduling, utilization, and billing. What sets us apart is that our tools are 100% built on Microsoft Cloud, ensuring that your data is safe and secure, while providing a familiar experience for your employees.

Ready to learn more?


All the features you would expect and need from an integrated project and accounting suite.

The reporting you need to
make great decisions

Executive dashboards and reports right out of the box using native and Power BI dashboards

  • Service Forecasts
  • Utilization Reports
  • Project Backlogs
  • Time Entry reports
  • Project Profitability (Actual v Budget)
  • Customer Net Promoter Score

Collaborate as a Team

Advanced integration with Microsoft Teams and SharePoint makes it easy to manage documents and work together. Automatically create Teams Channels for each project and organize OneNote files for detailed notes in a document location accessible from every app and on any device.

Empower your Customer

Access to a self service portal where customers can:

  • Upload Documents
  • Update Action Items
  • Review Project progress & budget
  • View Invoices
  • Access their support cases

Integrated Job Costing and Accounting

Fully functioning accounting application

  • Financial Statements
  • Services Invoicing
  • Account Payables and Receivables
  • Job Costing

Your Business Pains,

Employee Onboarding

We standardize project delivery and break down tasks into smaller, granular pieces, so you can separate high skill tasks from lower skill tasks.

Easily onboard new employees and get them working on projects quickly.

Resource Utilization

Get a clear summary of a resource’s assigned tasks and their utilization, and easily identify unassigned work and schedule tasks based on role and availability. Ensure that resources are maximized and projects are completed on time.

Tracking Project Profitability

Track budgeted costs against projected and actual costs, compare against project types and project managers, to adjust your estimates as needed.

Stop Revenue Leakage

Identify at-a-glance how many hours have been booked against weekly time sheets, and cut down entry time by 90% with pre-populated time sheets based on work assigned. Approval workflows, automatic integration to accounting systems and automated billing save hours and avoid revenue loss.

Risk Management

We provide the ability to manage a well-defined work breakdown structure, manage change requests and client issues, and invoice for
fixed price milestones. This helps to shift risk from the firm to the client and ensure accurate revenue accrual

Does this sound familiar?

Most organizations have disjointed manual processes or independent apps that need to integrate information. As a result:

  • Project SOWs are created manually and don’t tie back to a Project Plan.
  • Project plans are not dynamically updated as consultants complete work.
  • Backlogs and RAID (issues) logs are managed in a spreadsheet.
  • If there is a time entry system, it may not be integrated to invoicing.
  • Invoices are manually prepared and prone to error or dropping data.
  • Managers have no clue who is assigned to what project, and neither do the consultants!


Project tools like Monday.com or Wrike are great tools for managing individual projects but lack resource assignment and utilization tracking capabilities. Most do not integrate to accounting for invoicing.

Fortunately, SMB Suite has the solution you need.

Integrate Your

Entire Business

Collaborate like never before. SMB Suite will break down any functional silos that may exist between accounting, sales, and operations. Microsoft tools like Business Central connect to productivity tools like Dynamics 365 for Sales, Power BI for reporting, and Microsoft Teams for collaboration.

SMB Suite provides all the tools you need from One Microsoft based platform.

  • Easy to use and familiar to your consultants
  • Fully integrated with Microsoft Outlook, and tools like Excel, Word, OneNote, SharePoint, and Teams
  • Access 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

Let’s Talk

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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.