Workamajig: Concrete Accounting Software for Marketing Firms

The Workamajig Software is primarily aimed at the creative industry firms of advertising, marketing, graphic artistry, film and so forth. Marketing firms can gain a complete record of a project's progress from start to finish with this program. The Workamajig Software can be used to track, manage and report all of our business client’s project details, tasks, and financials.

Creative Industry Software

The makers of the Workamajig System understand the creative industry and have included templates and features specifically tailored to this industry. For example, there are many pre-configured templates for tracking a project's full life cycle - from project request, through administrative approval, and to the final delivery. You can get started quickly, right out of the box due to this pre-programmed functionality. Creative firms can also view projects by skills and deliverables on the customizable dashboard. If you want, you can add specification sheets to each project. You can cross-check tasks, deliverables, schedules, budgets, and team member assignments. Our professional Atlanta CPAs appreciate this well-organized structure. It makes our marketing accounting easier because we can track each expense on a comprehensive project timeline. The Workamajig billing and finance feature allows our Atlanta accountants to compile valuable data on manpower expenses to include in our reports.

Finance Software Features

The Workamajig Software helps firms complete their projects on time and within budget. Besides tracking the project lifecycle, you can also track billable hours, accruals and expenses. You can use the program to create invoices listing time, materials, rates and markups. Because you can send professional-looking invoices faster, you can get paid faster. This can improve your cash flow. You can view line and order financial totals. The system also syncs nicely with bank accounts. For example, you can view the Beginning Balance, Statement Balance, Opening Reconciliation and Cleared Opening Transactions with Workamajig. Our Atlanta marketing firm accountants can use the Workamajig Credit Card Connector to download corporate credit card charges directly into the system. This made it easier to write expense reports. We can view the Date, Amount, Payee, Transaction Number, Type, Posting Date and Client. This functionality makes expense report conciliation easier for our seasoned CPAs.

Track Project Life Cycle

Moreover, clients depend on Atlanta CFO advisory CPAs to provide valuable Business Intelligence (BI). We can view budgets by item, type, task or worker. Since production statistics and financial numbers are juxtaposed in the same system, it is easy to cross-check expenses. Workamajig provides metrics that display why some projects were under or over budget. We can also identify critical tasks, expenses or moments that caused budget overages. The financial metrics were so advanced that the software can suggest a more efficient process for project management. The information is updated automatically in Workamajig. You can control permissions, so if you want, you can enable direct client review. Once the project is completed, it will be archived.

Customize Reports

The most common reports were pre-programmed into the Workamajig software system. These included AP, AR and Cash Transaction Detail Data Reports. We can also generate custom reports for more detailed business analysis. Workamajig did not have Quickbooks online integration. Though, Workamajig was compatible with Emma, Gmail, Google Calendar, LinkedIn, Microsoft Outlook, Twitter and Zapier. Workamajig workes on phones, tablets, and computers. This allows us to analyze data remotely. The software developers understand what was needed and created a very streamlined system. You can track your projects fully from start to finish with the customizable, easy-to-use Workamajig System.


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