PracticeERP

PracticeERP

Improve CPA Firm Efficiency with PracticeERP's All-in-One Management

PracticeERP is the perfect solution for CPAs who want to streamline their workflow. With features like expense and time-tracking, billing assistance, financial reporting, and more, you’ll have everything needed to keep your firm running at optimum efficiency!

What we offer

All-in-one CPA firm management solution

Running a CPA firm can be a juggling act: managing employees, tracking deadlines, building client relationships, and staying ahead in a competitive market and ever-changing laws and regulations. PracticeERP makes it effortless to keep everything in tune within one comprehensive platform so you can focus on growing your firm. Get real-time insights on your firm’s key performance indicators (KPIs) to make smart decisions now, so your practice will keep sprinting into its successful future!

Utilization

Keep tabs on your team's billable hours versus their total hours worked.

Realization

Fix rates and track actual per-hour client charges.

Leverage

Gain visibility on what the average partner makes compared to the broader industry in dollars.

CPAs Portrait
Two professionals engaged in a discussion at a modern workspace, emphasizing collaboration and communication in a CPA firm setting.
Join Us

We utilize technology to put you back in control.

The difference between operational chaos and control? Technology. At PracticeERP, we’ll help you keep up with a steady wave of data, tasks, and deadlines no matter the size or complexity of your accounting firm using our all-in-one cloud-based solution – putting management at your fingertips!

We fix every CPA firm’s key pain points.

Many accounting firms are stuck in the dark ages – the back-and-forth between multiple softwares and spreadsheets, reconciling data, and consolidating to make sense of it all for reporting. Our complete suite of accounting firm-focused functionalities connects the dots across CRM, client services, workflow management, time & expense tracking, WIP, billing automation, accounting, financials, and business intelligence – with a real-time view of all the information you need!

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Cloud-Based Suite of CPA Firm-Focused Tools

Time & Expense Tracking

Cut labor costs while improving decision-making with our automated timekeeping and expense tracking!

Workflow Automation

Have one source of accurate financial data with secure access, improved collaboration capabilities, task management, and compliance guarantee.

WIP & Billing

Accelerate your cash flow with the help of PracticeERP's automated billing. No more manual invoice requests - simplify bulk invoices for increased efficiency and profitability!

Finance & Accounting

Gain real-time insights and make quick decisions with comprehensive financial reporting. Visualize any data by company, office, department, or other unique categories – all at a glance.

Client Services

Give your clients the view they need to quickly settle their accounts receivable or ask questions - all at the click of a button with no manual work from you!

CRM

Maximize success and increase performance through upselling, commission management, and more!

Close the Books in 5 Days

Save 4-5 Hours on Reporting Each Week During Tax Season

Replace Multiple Systems with One Platforms

Save 3-4 Hours Each Week During Off Season

Run Reports Without Waiting on an Admin

Save 3 Hours on Firm Financial Statements

Improve Workload Visibility and Deadline Tracking

Trusted by

"We have been able to deploy our resources to get other projects and things done, whereas before, they were spending time pulling data and compiling it. It also has helped us find tasks that are falling behind, people who need more work, etc."
Chelsey Lamker
Chelsey Lamker, testimonial contributor for the 2024 BDO Conference, smiling portrait with a neutral background.

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News & Articles

17 PracticeERP Clients Recognized in the 2026 IPA 500 Rankings

PracticeERP, a NetSuite-based operational platform purpose-built for CPA and accounting firms, today announced that 17 of its client firms have been named to the 2026 IPA 500, the annual ranking published by INSIDE Public Accounting (IPA) that identifies the 500 … Read More

Systems Capital: The Growth Area Most CPA Firms Overlook

Systems Capital: The Growth Area Most CPA Firms Overlook U.S. accounting practices face a significant bottleneck as client demands shift toward advanced advisory engagements. The AICPA’s National MAP Survey reported a median net-revenue growth rate of 9.1 percent for U.S. … Read More

From Survival to Strategy: The Operating Model Every Future-Ready CPA Firm Needs

From Survival to Strategy: The Operating Model Every Future-Ready CPA Firm Needs Technology and artificial intelligence change management rank as the top anticipated issues across all CPA firm size groups over a five-year horizon, according to the 2026 CPA Firm … Read More

The Upstream Leader Podcast

The Upstream Leader’s Heath Alloway catches up with Tim Moy, the Managing Partner of MBE CPAs, and Dirk Shimpach,
the Partner and Founder of goVirtualOffice, to discuss the relationship between an ERP system and firm data to guide
critical decisions and results, resource planning, and helping team members become better professionals.