Accounting software for a Management consulting office

How a Management consulting office runs on Artos

Each engagement starts by opening a file with its own project number in Artos, with diagnostic sessions and recommendation reviews booked with the client's team through the Appointments module. As the work advances, project phases and expenses are posted to that same file, so the fee invoice raised at the end of each phase, or on delivery of the final report, is tied straight to the project number.

1. 01

   A File Per Engagement

   Every management consulting engagement opens a file with its own project number in Artos, recording the diagnostic phases, the recommendations and the project's expenses from kickoff to handover.

2. 02

   Diagnostic and Review Meetings

   Initial diagnostic sessions and recommendation presentations with the client's team are booked through the Appointments module, so meetings across several projects are organized at once without collisions.

3. 03

   Project Phases and Costs

   Each phase of the engagement and the expenses attached to it are posted against the same project number as they happen, so the true cost of every project is clear before it closes.

4. 04

   Fee Billing Per Phase

   The fee invoice is issued as each phase completes or the final report is delivered, tied directly to the project number and posted automatically to the firm's financial accounts.