Strategic Financial Management for Professional Service Firms.

In today's environment, operational excellence isn't optional. Successful A&E firms are leveraging financial intelligence to make informed decisions about resource allocation, pricing strategies, and growth investments.

Whether you're managing through market fluctuations or positioning for growth, having accurate, real-time financial data is fundamental to strategic planning. We work exclusively with architecture, engineering, and professional service firms—providing the specialized expertise and systems you need to operate at peak efficiency.

Trusted by architectural, engineering, and consulting firms across the United States.

Common Financial Management Challenges

Without real-time financial tracking, it's difficult to know which projects, clients, or services generate the strongest returns—or which ones erode margins.

Many firms invest in sophisticated software like Deltek but lack the configuration and expertise to extract meaningful financial insights from their data.

Limited Visibility into Project Profitability

Underutilized Project Management Systems

Reactive Rather Than Strategic Tax Planning

Generic accounting firms often miss industry-specific strategies that could significantly reduce your tax burden and preserve working capital.

Disconnected Financial Operations

When your accounting systems, project management tools, and financial reporting don't integrate seamlessly, you lose valuable time and accuracy.

Comprehensive Financial Solutions for A&E Firms

Access sophisticated financial management without the overhead of a full-time CFO. We provide strategic insights, performance analysis, and forward-looking guidance to help you optimize operations and plan for growth.

Our services are designed to give you the financial clarity and operational efficiency needed to make confident strategic decisions.

Virtual CFO Services

Deltek Consulting & Support

Access sophisticated financial management without the overhead of a full-time CFO. We provide strategic insights, performance analysis, and forward-looking guidance to help you optimize operations and plan for growth.

Tax Advisory Services

Proactive tax strategies for professional service firms. We provide year-round strategic tax planning that minimizes your burden and preserves capital for operations and growth.

Project Accounting Solutions

Real-time visibility into project financial performance. Understanding profitability as work progresses enables you to manage margins proactively and make informed decisions about resource allocation.

Virtual CFO Services

Executive-Level Financial Guidance Tailored to Your Firm

Access sophisticated financial management without the overhead of a full-time CFO. We provide strategic insights, performance analysis, and forward-looking guidance to help you optimize operations and plan for growth.

Our approach includes:

• Monthly financial performance reviews and analysis

• Cash flow forecasting and working capital management

• Profitability analysis by project, client, and project type

• Strategic planning support and growth advisory

• Custom KPI dashboards aligned with your business objectives

The Value: Informed decision-making based on accurate financial intelligence rather than assumptions or delayed reporting.

Deltek Consulting & Tax Advisory

Deltek is a powerful tool when properly configured for your specific workflows and reporting needs. We help you implement, customize, and leverage the platform to reduce administrative burden and enhance financial visibility.

• Deltek Ajera, Vision and Vantagepoint implementation and optimization

• Custom configuration aligned with your billing structure

• Process automation and workflow efficiency improvements

• Comprehensive staff training and ongoing support

• Integration with accounting and reporting systems

The Value: Reduce non-billable administrative time while gaining real-time access to project financial data.

Deltek Consulting & Support

Optimize Your Project Management Platform

Tax Advisory Services

Proactive Tax Strategies

A&E firms have access to industry-specific tax advantages that require specialized expertise to identify and implement. We provide year-round strategic tax planning that minimizes your burden and preserves capital, allowing firms to keep more of what they earn.

• Comprehensive tax planning and strategy development

• Industry-specific deductions and R&D credit identification

• Multi-state tax compliance for distributed project work

• Entity structure analysis and optimization

• Audit support and representation

The Value: Strategic tax management typically saves clients $40,000-$60,000 annually—capital that can be reinvested in your business.

Measurable Impact on Firm Performance

Total capital preserved for clients last year through strategic tax planning and industry-specific strategies.

In Tax Savings

$2.1M

22%

15-30%

25+

Reduction in Lost Billable Hours

Profitability Improvement

Software Implementations

Average decrease in non-billable hours and out-of-scope time lost after optimization and process improvements.

Typical margin enhancement within the first year through better financial visibility and project management.

Architecture Engineering firms that we have successfully transitioned to Modern ERP systems.

Enhancing Financial Performance with Strategic Systems

Client Profile

The Situation

The firm was experiencing steady revenue but inconsistent profitability. They suspected some projects were less profitable than others, but lacked the data to make informed decisions. Their Deltek system was generating basic invoices but not providing useful financial intelligence.

A 25-person architecture firm with strong client relationships but unclear project profitability and underutilized financial systems.

Our Approach

Outcomes Achieved

• Configured Deltek for real-time project profitability tracking

• Optimized system workflows to reduce administrative overhead

• Developed strategic tax planning with quarterly reviews

• Created executive dashboards for key performance metrics.

• Identified specific service lines requiring pricing adjustments

• Reduced software administration time from 15 to 6 hours per week

• Achieved $63,000 in annual tax savings through strategic planning

• Improved overall firm profitability by 28% over 14 months

The firm now makes strategic decisions—about services, clients, and pricing—based on accurate financial data rather than estimates.

Why Interactive Accounting Solutions?

We work exclusively with architecture, engineering, and professional service firms. This specialization means we understand your business model, challenges, and financial dynamics.

Our team combines accounting expertise with deep knowledge of project management platforms and the unique requirements of project-based billing and resource management.

Focused Industry Experience

Technical Depth

Stategic Perspective

We provide more than compliance and reporting. Our approach is consultative—helping you understand your financial data and use it to drive better business decisions.

Scalable Partnership

Access sophisticated financial management capabilities without the cost of building an internal finance department. We scale our support as your needs evolve.

What our Clients Say

"They've transformed how we understand our business. We moved from intuition-based decisions to data-driven strategy. Our margins have improved significantly while our operations have become more efficient."

— Sarah Mitchell, Principal
Mitchell Engineering Group

"The tax savings significantly exceeded their fees. IAS identified industry-specific opportunities we'd been missing and restructured our tax approach. The annual savings have been substantial."

— Robert Massie, Partner
Thompson & Litton

"Our systems finally work for us instead of against us. IAS rebuilt our configuration, trained our team properly, and now we have real-time financial visibility into every project."

— James Chen, CFO
Atlas Architecture

Let's Discuss Your Financial Management Needs

We begin with a comprehensive discussion of your current situation, challenges, and objectives. This 30-minute conversation helps us understand your needs and determine how we can add value.

A Straightforward Engagement Process.

Initial Consultation

Assessment and Analysis

We review your existing financial systems, processes, and reporting to identify specific improvement opportunities and quantify potential benefits.

Tailored Recommendations

You'll receive a detailed proposal outlining recommended services, implementation approach, timeline, and expected outcomes.

Implementation and Support

We manage the implementation process efficiently, minimizing disruption to your operations while delivering measurable improvements.

We invite you to schedule a consultation to explore how specialized financial expertise can benefit your firm. Whether you're looking to improve project profitability, optimize your systems, enhance tax efficiency, or gain better financial visibility, we're here to help.