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Understand client income, service demand and delivery across your accounting business. Explore your own data with dashboards and an AI analyst, with views shaped around your clients, services and reporting needs.
A cash basis balance sheet reports balances under a stated cash accounting policy. Compare a worked cash-basis report with its accrual adjustments, prove the equity balance, and identify the missing information before making decisions.
Oct 11, 20265 min readHow accounting firms should choose analytics software: start from the questions, check the data you hold, ask vendors ten questions, avoid the traps.
Sep 3, 20264 min readThe complete season watch calculation on five accounting clients, small enough to check by hand: each client's usual start date from the last two years' time entries, the margin, today's date, whether this year's engagement has a time entry yet, days late, the deadline, the split into the deadline-at-risk list and the possible-attrition list, the client marked closed who drops off, prior-year fees as the ranking, and the identity that every client with a recurring engagement is in one state, so a reader can reproduce every figure and then run it on their own practice management export.
Aug 24, 20263 min readThe ten practice KPIs a tax or accounting firm should run on, each with its formula, the export it comes from and what it tells you: service lines per client against the norm, fee per client against the norm for its size, season watch, deadline load per manager, advisory triggers acted on, realization by client, client retention by fees, lock-up by client, scope creep on fixed fees, and new client onboarding time. Also the three measures most firms miss, the figures to drop, the identities, and who owns what.
Aug 19, 20264 min readBuild an accounting firm cost analysis from engagement time, approved labor rates and billing exports. Calculate direct labor, allocate overhead and reconcile client contribution to the practice totals.
Aug 3, 20266 min readHow an accounting or tax practice measures which service lines each client uses against the norm for clients like them, values the advisory gap, and builds a season watch of clients with a filing deadline in the window and no engagement opened, reconciled to billed fees.
Jul 25, 20263 min readHow an accounting firm turns time entries and the filing calendar into a weekly list of clients whose returns have not been opened by the date they usually are, why the client's own history is the right norm, the roll-up by partner and office, and the two lists that come out: at-risk deadlines and clients who may have gone elsewhere.
Jul 24, 20263 min readExplain accounting practice revenue changes by client, engagement and service. Build a fee-revenue bridge that separates new work, lost work, service volume and realized fees.
Jul 13, 20265 min readHow an accounting firm finds the clients paying well below what similar clients pay for the same services, from the fee ledger and the client master: fee per client per service line, the norm from clients of the same size and complexity, the gap valued, the partners whose books sit lowest, and why the fix is a scoping conversation at the next engagement letter rather than an across-the-board increase.
Jul 1, 20263 min readHow an accounting firm turns its engagement list and filing calendar into a load curve per manager: filings due per week, the hours each typically takes from the firm's own time entries, the hours available from the roster, the weeks where load exceeds capacity months ahead, and the reassignments and early starts that flatten the peak before the season does it the hard way.
Jun 28, 20263 min readHow an accounting firm turns the data it already holds from compliance work into an advisory pipeline: the events in a client's financial statements and tax returns, revenue crossing a threshold, a first overseas sale, R&D spend appearing, a shareholder loan, a property purchase, that map to an advisory service, the clients with a trigger and no service, valued at the firm's own fee for that service, and the partner list that comes out each filing season.
Jun 20, 20263 min readAccounting analytics for your business.
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