Advanced Reporting

Client Realization Report tracks time spent on client versus what was billed to identify opportunities to adjust retainers or billable rates.

Staff Utilization Report allows you to track each team member’s billable time versus non-billable me. As your firm grows and your client count increases, this will help you manage opportunities to onboard.  

Staff Workload Report shows a birds-eye view from a manager’s perspective to see the client load and projects your team is working on. You can drill down into each team member to identify past-due deadlines; upcoming projects; and reassign to-dos in the case of vacations, workload balance, or staff changes.

Accounts Receivable Report helps you identify what you are owed.This report will give you a clear snapshot of what is currently due 0-30, 31-60, and 61-90, 91+. As accountants, you know how important it is to balance your AR, and visibility into these outstanding invoices will empower you to collect on past dues.