Become a PractiFI Expert

Become a PractiFI Gun: Tutorials on Managing Your Service Offering

With luck you’ve had a moment to check out our earlier tutorials on PractiFI’s key concepts and managing clients and people in PractiFI.

Now we’re getting a little more serious, but I’m sure you’re up to it. Advice practices need to track revenue and costs not just for the whole practice, but segmented across their different service offerings. But historically that’s been hard going, often requiring a complex array of different systems.

PractiFI makes it easy with services. Check out our tutorials that explain the concept of a service in PractiFI and how services can be put to work in your practice.



Stay tuned, as we’ll soon have new tutorials covering the meaty stuff: how to manage processes and tasks to track productivity and drive efficiency in your practice.


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