Portland, OR, February 21, 2017 — Sold out for the fourth consecutive time, CPI’s Workamajig Accounting University is designed to help agency Controllers, CFOs, Bookkeepers, Accounts Payable clerks, and/or Accounts Receivable clerks learn the best practices of how to fully leverage Workamajig’s integrated financial and project management platform.


  • Recognize roles of Accounting/Finance within an agency environment
  • Identify how project/campaign setup impacts billing + reporting
  • Understand the complexities of an integrated project management/accounting system
  • Explain the implications of Write-off vs. Write-up/Write-down
  • Apply best practice End of Month close process + reporting
  • Implement best practice client invoicing + revenue recognition
  • Facilitate billing meetings to improve communication between project management + accounting
  • Recommend if your agency should use Workamajig WIP functionality
  • Produce standard + customized agency financial statements
  • Create + analyze customized agency operational + financial reports
  • Design a revised chart of accounts based on agency best practice
  • Evaluate your agency’s realization gap (unrecognized billable hours) by client, project, service, person + reason

About Creative Performance

Creative Performance Inc. is a niche-consulting firm for the Marketing Services industry (Brand + Agency). We specialize in measurably improving our clients’ throughput, resourcing, realization rates, utilization rates, quality and project profitability, while protecting creativity. CPI brings a balanced approach that emphasizes harmony between People, Process + Technology. Clients include small, mid-market and enterprise organizations across North America. CPI is an Oracle Agile PLM Gold Partner and Workamajig® Expert Partner, tackling their most complex and sophisticated clients, including their largest enterprise deployments.

About Workamajig®

Workamajig® is the most powerful and innovative project management software for ad agencies, design firms, in-house creative departments and everyone else in the creative industry. Workamajig started more than 25 years ago as an operations and technology consulting firm to creative shops. But after seeing and experiencing the frustration that off-the-shelf project management systems caused, they decided to build their own customizable solution. Workamajig, which was one of the first web-based systems ever built for the industry, quickly became a market leader. More than 2,000 firms ranging from 10 to 1,000 employees currently rely on Workamajig and 20% of the Fortune 500 companies use the software for their in-house departments.