Clear decision guides for Management & Strategy Consulting
Straight comparisons of the tools you're choosing between, honest about where each one falls short. Where we quote a benchmark, we show its source.
16 guides for Management & Strategy Consulting of 1,000
Retainer Billing for Consulting Firms: A Decision Guide
A decision guide for management and strategy consulting firms choosing between Stripe Billing and Chargebee for monthly retainer and engagement billing.
Which Handles a Consulting Firm's Interim Associates Better?
Tax1099 and Track1099 compared for management and strategy consulting firms that staff case teams with contract associates and subject-matter experts.
Does a Consulting Firm Even Need a 409A?
Answers to the questions consulting firm owners ask before setting up Pulley or Carta to grant partner-track equity, phantom stock or real options.
Do Management Consultants Even Need Sales Tax Software
Most strategy consulting fees are not taxable, so the real question is what else is on your invoice. Here is how to think about Anrok and Avalara.
Consulting Firms: Cube vs Mosaic for Bench and Cash Planning
For consulting firms weighing Cube against Mosaic: modeling bench cost, staffing conflicts, and cash forecasting when revenue is billable hours.
Does Consulting Revenue Qualify for Pipe or Capchase Financing?
Most consulting revenue is project or success-fee work that won't qualify for Pipe or Capchase. Here's what actually does, and what to do if yours doesn't yet.
BILL vs Tipalti for Independent and Boutique Consulting Firms
Boutique consulting firms mix subcontracted experts, client-billable expenses, and lean back offices. Here's how BILL and Tipalti compare for that setup.
Does a Consulting Firm Need NetSuite or Sage Intacct?
A Q&A walkthrough for management and strategy consulting firms deciding between NetSuite, Sage Intacct, and staying on QuickBooks a while longer.
Ramp vs Brex for a Management Consulting Practice
A worked example of a growing consulting practice weighing Ramp against Brex once billable client expenses outpace what anyone can track by hand.
What Happens to a Consultant's Client Expense in Airbase vs Procurify
Follow one billable client expense through Airbase and Procurify to see which one actually gets it onto the client invoice faster.
Gusto vs Rippling for a Multi-State Consulting Practice
A pitfall-by-pitfall look at choosing Gusto or Rippling for a consulting firm whose staff travel to client sites and bill hours across state lines.
A Consulting Firm's Close, Worked Two Ways
Walk through how a mid-size consulting firm's unbilled time and partner draws close differently under FloQast versus BlackLine.
Modern Treasury vs Trovata for Strategy Consulting Firms
A checklist for management and strategy consulting firms weighing Modern Treasury against Trovata, with the pitfalls that trip up project-based billing.
Does a Consulting Firm Even Need a 409A Platform?
Before comparing Carta and Shareworks, most consulting firms need to answer a more basic question about whether they can grant equity at all.
Straight Answers on Audit Tools for a Consulting Firm's Close
Direct answers to the questions consulting firms ask when choosing between FloQast and AuditBoard, covering WIP, partner draws and contractor reconciliation.
A Consulting Firm's Worksheet for Payoneer vs Wise
Work through four questions about your overseas associates and subcontracted analysts to decide between Payoneer and Wise for cross-border payouts.