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Click, explore, cha-ching.
Your home for nailing profitability and reporting with confidence—minus the spreadsheet dread.
Articles
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Calculating project profitability: Tips and techniques for success
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Dashboard reporting: Your ultimate guide to data clarity
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Project budgeting software: 9 tools to manage budgets and maximize profitability
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5 steps to effective client reporting that keeps clients happy
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Top 10 reporting tools to gain better insights in 2025
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8 ways to increase your agency’s profitability
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How to create and manage a project budget in 6 steps
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What is agency profitability and how do you calculate it?
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What is an agency profit margin?
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How to prepare a project management report
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Project cost tracking: 8 steps for tracking costs and expenses
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Annual report templates: Types of annual reports, what to include, and more
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5 best project budget templates to keep your project on track
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How much should you charge for your services? A quick guide to profitability
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How to build a scalable IT budget
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What is project budget tracking?
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The 5 Financial Metrics Top Agencies Get Right - Agency Life Podcast
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Increasing Agency Margins - Agency Life Webinar
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41% Profit Margins With a Results-Only Comp Model - Agency Life Podcast
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How to Command Higher Fees for Your Agency - Agency Life Webinar
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How to Avoid Unprofitable Client Work: A Guide to Mastering Utilization Rates
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5 Steps to Fix Your Pipeline (The Dead Lead Reviver) - Agency Life Podcast
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Everything to Know About Growing Your Agency - Agency Life Webinar
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The Must-Have Forecast Model to Grow Your Agency - Agency Life Podcast
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Mastering Agency Profitability - Agency Life Webinar
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The Value-Based Pricing Myth - Agency Life Webinar
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How to Maximize Agency Profitability - Agency Life Podcast
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Bring historical and future data together with Financial and Utilization Insights
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Build invoices in QuickBooks with real-time data from Teamwork.com
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Introducing Fixed fee budgets: Perfect for project-based work on a set fee
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Manage your recurring revenue with Retainers
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Introducing Retroactive User Rates: Helping client billing be as accurate as possible
With happier teams, the stories write themselves.
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"By understanding our cost centres and the cost per person per project, we’re now more profitable and more efficient."
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Kyle Duford
President and Executive Creative Director, The Brand Leader
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“We needed to understand who was doing what work, and how much that work was costing us. Teamwork.com has given us that ability.”
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Bernard Williams
Co-Founder & CTO, OIC Advisors
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"I can see how much budget I’ve allocated, and that keeps me honest knowing how much burn we have left before we need to up the amount of budget."
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Sarah Friedlander Garcia
Senior Director, Brand & Content Marketing, Sugar CRM
Transcript for the video 'Kyle Duford - The Brand Leader':
We recently utilized the budget feature with one particular client and wanted to hire us just for a few hours of a brainstorm session. We tracked the brainstorming time in that meeting itself, and then the subsequent meetings and we knew by the end of it, hey, we only have an hour left of time before this isn't profitable anymore. By understanding our cost centers and the cost per person per project were now more profitable and more efficient. And when I saw that happen, that's when we really knew like this thing's not only sticky for us, but it's really the right tool to run our business.
Transcript for the video 'OIC Advisors':
- Teamwork is that tool set that gives you the ability to surface what your team is working on, how much time it's taking them to do it, who they are doing it for, and what that all up work is costing the organization. My name's Bernard Williams. I am the CTO with OIC Advisors Incorporated. At OIC Advisors, we provide strategic consulting services with the intent of helping organizations improve operational velocity. As we looked out across the landscape of IT project management solutions and professional service applications, what we found was that there's a lot of solutions out there. Some are very expensive, and they have a lot of capabilities, too many sometimes. Teamwork.com was really kinda like the Goldilock version. It was just right. The insights and the visibility that Teamwork provides is one of the key features that we love about it. Teamwork has enabled us to be able to, first and foremost, make our work visible. We wanted to be able to understand, you know, who was doing what work, how much that work was costing us, and Teamwork has given us that ability. It has provided the insights that we need to make the business decisions that will help us thrive and survive over the coming years. Partnering with Teamwork was absolutely the right decision for our team.
