How to Identify Your Most Profitable Accounting Team Members

Team realization report dashboard showing filters for clients, groups, and date.

Best for: Firm owners and managers seeking to optimize team performance and identify key contributors to firm success. Operations managers struggling to find ways to support underperforming team members to ensure profitability throughout your firm. Firm owners looking to reward their high-performing employees and keep them motivated. Trying to improve your team’s performance (and profitability) … Read more

How to Identify Your Most Profitable Accounting Projects

Project realization report dashboard with filters for accounting period, clients, team, and date. No project data is displayed in the table.

Best for: Firm owners and managers struggling to get enough return on time invested in projects. Firm owners and managers looking to eliminate workflow bottlenecks and improve team performance. Firm owners struggling to understand the kinds of projects they should take on. You can handle any project you want, but you can’t handle every project. … Read more

How to Identify Your Firm’s Most Profitable Clients

A report dashboard lists clients, billed amounts, time tracked, and effective hourly rates in a sortable table for profitability analysis and time budgeting.

Best for: Firm owners and managers looking to optimize their client base and maximize profitability. Firm owners struggling to get paid for out-of-scope work. Firm owners trying to grow their profits without serving more clients. Clients who consume the most time and demand the highest level of service tend to produce the lowest profits (unless … Read more

How to Identify Over-Budget Client Work

thumbnail

Best for: Firm owners and managers struggling to meet client deliverables consistently. Accounting and bookkeeping firms struggling to hold their employees accountable for time spent on projects. Accountants and bookkeepers who are spending more time (than necessary) on over-budget work, leading to work stress. The only thing worse than going over budget for a project … Read more