Common Accounting Firm Challenges We Solve
WIP growing without visibility?
Real-time work-in-progress tracking by client, engagement, and service line.
Realization rates slipping?
Track standard vs. realized rates to spot write-downs before billing.
Tax season capacity planning chaos?
Resource forecasting shows who is overbooked before it becomes a crisis.
The average accounting firm writes down 15-20% of billable time.
Real-time visibility into hours vs. budget helps you catch overruns before they become write-offs.
Built for
Accounting Workflows
From engagement setup to partner reporting, designed for how accounting firms actually work.
Engagement Budgeting
Set budgets by service type — audit, tax, advisory. Track hours against estimates.
Staff Time Tracking
Weekly timesheets with engagement and service code selection. Approval workflows for partners.
WIP Management
See unbilled time by client and engagement. Identify aged WIP before it becomes uncollectible.
Realization Tracking
Compare standard rates to actual billed amounts. Identify write-down patterns.
Staff Utilization
Monitor billable hours by staff level — partner, manager, senior, staff.
Seasonal Planning
Forecast busy season capacity. Balance workload across the firm.
Client Profitability
Know which clients generate margin and which are costing you money.
Partner Dashboards
Firm-wide views of utilization, WIP, and profitability by practice area.
Track Engagement Performance
