For accounting businesses
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.
Accounting-firm client coverage example · illustrative
Choose the questions and measures that matter to your business. These examples show different reporting needs within the industry; the available analysis depends on the records you supply.
Review recurring work, filing-season demand and revenue by client and service. Compare periods using consistent dates and service definitions.
Explore client concentration, fees and service mix. Where time and cost records are available, compare delivery effort with the income it supports.
Bring client, recurring-fee and workload records together to understand which services are growing and where reporting needs attention.
Three steps, in this order.
Client IDs, service lines, invoices, engagement dates and, where relevant, time or delivery costs.
Start with standard dashboards. Agree on the measures, reporting periods and business structure your customized views need.
Work with an AI analyst to investigate the available data and prepare reports. Review the definitions and results in the context of your business.
Short answers. The Help center has the long ones.
Client IDs, service lines, invoices, engagement dates and, where relevant, time or delivery costs.
The example illustrates one part of the industry. Standard dashboards are a starting point; views can be customized to your business and data as part of your agreed setup.
The report depends on the fields, history and definitions in your sample. Start with one question, identify the records it needs and confirm any gaps before relying on a comparison.
Analytics software for tax and accounting, compared · Alternatives to named products
Written for this industry: the measures, the data you already hold, and the arithmetic.
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 read