A Streamlined Approach to Profit Tracking

This 3-year-old Public Relations & Event Planning firm was thriving creatively, but behind the scenes, their numbers told a different story. Profit tracking, a key to long-term success, was stuck in clunky spreadsheets.

The Struggle:

Every project meant hours of manual data entry, client invoices, vendor bills, and receipts painstakingly typed in one by one. Mistakes were inevitable. Expenses slipped through the cracks, projects looked more profitable than they were, and managers were left making decisions in the dark.

The biggest frustration? Leaders couldn’t trust their numbers. Without real-time visibility, they had no way to see true project profitability.

The Fix:
We replaced the spreadsheets with project reporting from their accounting system.

• Job creation for every project - each new project was set up as a job in the system, ensuring all related income and expenses were captured in one place.

• Real-time profitability reports - up-to-date project P&Ls generated weekly.

• Reports were automatically delivered to project managers’ inboxes, ensuring easy access to reports.

The Results:
The difference was measurable:

• Accuracy restored - no more missing expenses, no more inflated profit numbers.

• Smarter decisions - project managers gained real visibility into income and expenses, empowering them to allocate campaign resources and plan with confidence.

• Time saved - automation cut hours of manual entry, freeing managers to focus on clients, events, and growth.

The Takeaway:
By trading error-prone spreadsheets for accounting system project reporting, this PR & Event Planning firm went from guessing to knowing. With accurate numbers at their fingertips, they could finally track true project profitability and make decisions that supported both creativity and long-term growth.