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Clients & Profits® is a complete management software system designed for creative businesses-advertising agencies, design studio, and corporate communications departments. Clients & Profits combines your job tracking, production and accounting functions into a single integrated program that everyone in the company can use, whether they are using a Mac or PC. Robert has extensive experience working with Clients & Profits. Robert is one of the leading Clients & Profits independent consultants working closely with Clients & Profits to develop new features and training programs. Robert offers the following services for Clients & Profits software:
Since 1994 Robert has provided Clients & Profits consultation, installation, training and custom programming for Clients & Profits. Robert goes beyond just teaching you how to use the software; he works with you to analyze your current systems and procedures to integrate Clients & Profits as an enterprise management and communications tool. He has worked with numerous ad agencies, design firms, in-house marketing departments, combined with a comprehensive knowledge and real world experience of working in the advertising and design industries. Robert is qualified to consult and train on all versions of Clients & Profits as well as providing technical consulting on server and network configuration. Robert has worked closely with the Clients & Profits Development team to enhance system features and in software testing. His knowledge of the inner workings of the software is more than others since he provides custom programming integration with Clients and Profits Robert assists you to jump start the installation process of C&P by helping you to develop system configurations that allow you to phase portions of the system into your operations using his experience working with over 100+ agencies, design firms, and in-house marketing departments. For example, some new users begin using C&P just for opening jobs, estimating and time tracking, phasing in accounting and media shortly thereafter. As users become more comfortable using C&P, additional scheduling and traffic functions can be utilized. However, Robert will teach you how to initially set up all portions of Clients & Profits so that when you make the decision to use new functions, they are readily available for use without labor-intensive changes to current data. Robert is continually told that he is a patient trainer. He realizes that changing systems is difficult for many users on top of the sometimes hectic workflow of advertising and design companies. His training style is to give end users the tools and information they need to navigate Clients & Profits, use the functions that are key to their positions, and how to extract reports and information that make their jobs more efficient. Previous to starting his consulting business Robert was the Controller for a growing San Francisco advertising and Interactive agency. Previous to that he worked as a software trainer and developer. He has maintained local creative business clients that he provides freelance controller and bookkeeping services for. This allows him to use Clients & Profits on a daily basis and to understand the complexities of integrating a new system. In addition, Robert is a FileMakerPro® developer and is a consultant for ManufactPro®, a tracking system specifically designed for Medical Device Manufacturing companies. Robert’s varied experience allows him the unique ability to give you a broader perspective of best practices, solutions, and software knowledge. Clients and Profits software is sold direct from Clients & Profits, Inc.. Additional information regarding sales, pricing and a free demo can be found on the Clients and Profits website. http://www.clientsandprofits.com/
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