Transforming a Professional Services Firm to $130M | Mark Orttung

Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

Gain insights from an experienced leader who has successfully scaled multiple professional services and technology companies. Learn strategies for driving innovation, improving operational efficiency, and providing real-time visibility for consulting firms.

Understand how to leverage patents and intellectual property to differentiate your business. Get advice on effective leadership approaches, including the power of being a proactive listener.

Today I’m speaking with Mark Orttung, CEO of Projectworks. The conversation provides a wealth of practical, hard-earned wisdom for anyone looking to grow and improve their professional services business.

In this episode, we talk about . . .

• Mark Orttung's journey from scaling Nexiant and Bill.com to leading professional services automation platform Projectworks

• Insights on driving innovation and providing real-time visibility to reduce administrative burdens for consulting clients

• Leveraging patents and his approach to effective leadership, including the importance of being a proactive listener

• Strategies for scaling consulting firms, including differentiation, go-to-market, and continuous improvement

• Collaboration with AICPA and enabling accounting firms to create new revenue streams

Projectworks is a professional services automation platform that’s easy to use and enables the world’s experts to focus on their passion. Professional services and consulting firms use Projectworks' to better plan their projects, resources, and profits and gain insights into real-time project performance and bottom-line projections. The platform integrates with leading accounting, reporting, and CRM systems, including Xero, QuickBooks, HubSpot and Salesforce.

I strategically partner with Projectworks.

Contact details:

W: https://projectworks.com

Mark Orttung: https://www.linkedin.com/in/markorttung/

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