Too many spreadsheets, not enough clarity: Is it time for PSA in your firm?
A practical session for consulting firm leaders who are scaling fast and feeling the operational strain.
As your firm grows, so does the complexity – more clients, more projects, more moving parts. Eventually, spreadsheets stop being enough. Month-end takes too long, forecasting feels fuzzy, and teams are stuck in manual workarounds.
That’s usually when leaders start hearing about PSA – but knowing what it is, whether it’s right for your firm, and how to get started isn’t always straightforward. This session is here to help.
Why watch?
- What PSA (Professional Services Automation) actually is – and what it isn’t
- What kinds of problems PSA helps solve (and when you should consider it)
- How to choose a PSA system that fits your business
- Common implementation missteps and how to avoid them
- Lessons from a firm that’s already been through it – guest speaker, Janet Millerd of RQC joined to share her own experiences
Who is it for?
- CEOs, COOs, CFOs and senior leaders of professional services firms.
- Firms of ~20+ people that are starting to feel growing pains in operations.
- Anyone curious about PSA but unsure how (or whether) to move forward.
- Investors and board members looking to enhance operations within their portfolio companies.
Meet the speakers
John Howard – Partner at Garwood Growth
Simon England – Partner at Garwood Growth
Janet Millerd – CFO at RQC Group
Watch it now
This isn’t a sales pitch. It’s a real-world session grounded in experience from 40+ PSA projects.
If you’d like any further information on PSA, don’t forget to also download our Complete Guide to Professional Services Automation (PSA).