Proof of Project

You're a business owner running a design, architect or consultant firm.  You need to know if your projects are profitable
Verte Consulting offers solutions for project-based professional services companies using Xero, Xero Projects, Harvest, and WorkflowMax

 Projects have a lot of moving parts, especially when staff and vendors work on multiple projects.  We can help you get your systems set up so that you have clarity across everything.

Projects have a lot of moving parts, especially when staff and vendors work on multiple projects.  We can help you get your systems set up so that you have clarity across everything.


 
I can say with zero hesitation that money spent working with Kirsten was the best investment in my business I have ever made. In accounting, let alone any other profession, it is rare to find someone with her unique combination of strategist + tactician + technologist + partner. She always does what she says she will do... she listens to understand the situation fully before making a recommendation... her allegiance is to solving the problem not pushing her own agenda... and she communicates with clarity. I trust her judgment wholeheartedly.
— H.L.
 

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Harvest

Harvest is a great option for project-based companies.  The cloud-based app tracks time, expenses, schedule staff and see how the project is doing.  It integrates with their other more robust, Forecast, for more insights on what the future holds for your project and income.

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WorkflowMax

By far the most robust project-management software offered here, WorkflowMax offers insights from your leads all the way through invoicing and project tracking to a multitude of reports.  It integrates seamlessly with Xero, making for a powerful combination. 

Staff can log time, a job's progress can be compared to its qoute, and costing can be analyzed.  In addition to that, purchase orders can easily be generated.  Lastly, they offer integrations to 30+ apps.


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Xero Projects

Xero Projects lets you create and manage projects that can work with other parts of Xero, like invoicing and contacts. Add tasks and expenses, log time, and track the progress and profitability of your projects.  It's not as extensive as WorkflowMax but yet has useful functionality within your Xero account.

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Coaching

Wondering if you need to bill time & materials, fixed fee, or a combination? How do you track non-billable time?  We can help organize the process before implementing it with software.  The software reflects what you do in the real world, so let's get the on point first!