Teams | Collaboration | Customer Service | Project Management

June 2026 Version Update: Revenue Models for Every Contract Type & Sage Intacct Updates

This month, we’re focusing on financial precision and team collaboration. Track revenue the way your contracts actually work with our new project revenue models, sync expenses and credit bills straight to Sage Intacct, and finally react to comments with emojis.

Revenue Is Up. Profit Isn't. Here's Why with Rich Brett

Most professional services firms are generating revenue. But somewhere between producing a quote and issuing the final invoice, profit gets eroded. And more often than not, the root cause runs deeper than you'd expect – it's that nobody in the business ever properly understood the numbers in the first place.

Financial illiteracy is costing your business - this free course fixes it

Harv Nagra, host of The Handbook: The Operations Podcast, shares the moment he realized financial literacy wasn't just his gap – it was an industry-wide problem in professional services. That realization led to The Missing Finance Course, a completely free resource built with FinOps expert Rich Brett for everyone in your firm – from founders, ops and finance leaders, to delivery teams, right through to individual contributors.