Baker Tilly Partners with FinancialForce on Professional Services Automation

Baker Tilly Virchow Krause and cloud accounting and financial technology provider FinancialForce.com have inked an agreement to deliver FinancialForce Professional Services Automation implementation and best practices to Baker Tilly’s Professional Services Organization clients looking to improve service execution and resource effectiveness.

The partnership will initially focus on PSOs using Salesforce in North America with FinancialForce PSA systems experts working alongside Baker Tilly’s management consultants.

[IMGCAP(1)]“We have a large PSO client base from an audit and tax perspective, and we have consulting services geared to them, but mostly on the management consulting side,” said Baker Tilly principal Ethan Bach. “This [new partnership] will enhance the relationship with these clients. As system replacement timelines spread out, we saw cloud and SaaS becoming more viable [for our clients], and this leads to the need for consulting services, which became very appealing to us. As we looked at the landscape and client categories, we did diligent research and said if we were going to form strategic partnerships [with service providers] we would need to identify the right clients and leading vendors. This is a great place for us to be and a great partner to have.”

Baker Tilly also has a similar partnership with NetSuite, with more of a focus on ERP consulting and implementation services rather than PSA services.

[IMGCAP(2)]FinancialForce is looking to partner more with accounting firms, but is admittedly being very selective about doing so, according to president and chief executive Jeremy Roche.

“We do some have partnerships established [with accounting firms], but it is the first time at this level, but we are definitely targeting more of the accounting space,” said Roche. “Bringing in the PSA application allows us to be in the service resource planning space. We can scale and tackle the full implementation of a product; this is part of our scaling strategy. It’s all about the relationships and our business is driven by the cultural relationships we have.”

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