We’re Flying Blind on Firm Performance

– “I don’t know if we’re on track for our revenue target until month-end close”
– “I can’t tell if we’re more profitable this year than last without running 5 different reports”
– “Are we growing? I honestly don’t know until tax season ends”

– Reactive decision-making: Problems discovered 30-60 days too late
– Missed opportunities: Don’t know you have capacity until the opportunity passes
– Partner anxiety: Can’t answer basic questions about firm health.

We Don’t Know Which Clients Are Actually Profitable

– “Our biggest client by revenue… is it profitable? I have no idea”
– “We keep doing work for clients who pay $5K but consume $8K in time”
– “I feel like this client is unprofitable, but I can’t prove it”

– Hidden profit drains: Serving clients who lose money
– Mispriced engagements: Don’t know true cost to serve
– Missed rate increase opportunities: Don’t have data to justify increases

We Have No Idea Who’s Overworked and Who’s Underutilized

– “Sarah is burning out at 110% utilization and Mike is at 60%… but I didn’t know until exit interview”
– “We’re turning away work because we’re ‘at capacity’… but are we?”
– “Staff complain they’re overworked, but we have no data”

– Turnover: Lose top performers due to burnout
– Lost revenue: Turn away work while capacity exists
– Inequitable workload: Some staff crushed, others coasting.

Our Time Entry is a Disaster

– “Staff enter time 2 weeks late… or not at all”
– “Time gets logged to wrong clients”
– “We can’t bill until time is entered, delaying cash flow”

– Inaccurate profitability: Wrong client billing = wrong profitability data
– Delayed billing:Can’t invoice until time is complete
– Manager frustration: Chasing staff weekly for time entry.

We have Collections problems here and there

– “This client has $200K in AR over 120 days… how did that happen?”
– “Which partner has the most aged AR? No idea”
– “Clients who pay slow… we don’t know until they’re 120 days past due”

– Cash flow problems: AR over 90 days = funding operations with your cash
– Write-offs: Old AR becomes uncollectible
– Collection burden: Admin Staff and Partners spend hours chasing old receivables.

We’re Sitting on a Mountain of Unbilled WIP

– “We have $300K in unbilled WIP… but for which clients?”
– “Work finished 6 months ago, still not billed”
– “At year-end, we discover $150K in write-offs. Too late.”

– Cash flow crisis: Work already done but not paid for months
– Year-end write-down: Unbilled WIP becomes uncollectible
– Delayed productivity recognition: Don’t know true performance.

Firm Overview Dashboard

✅ Know your firm’s pulse in 30 seconds (not 3 days)
✅ Make proactive decisions (not reactive)
✅ Spot trends early (before they become problems)

Client Profitability Dashboard

 ✅ Identify top 20% of clients driving 60-80% of profit
 ✅ Find unprofitable clients (raise rates or exit gracefully)
 ✅ Data-driven pricing decisions (stop guessing)

Staff Productivity Dashboard

✅ Proactive workload balancing (before burnout)
✅ Identify underutilized capacity (take more work)
✅ Equitable staffing decisions (data-driven).

Time Entry Dashboard

– ✅ Visible compliance = peer pressure = behavior change
– ✅ Catch missing/incorrect time immediately (not 30 days later)
– ✅ Faster billing = better cash flow

AR Overview Dashboard

✅ Proactive collections (catch slow payers early)
✅ Partner accountability (visible AR aging by partner)
✅ Client vetting (identify slow payers BEFORE taking more work)

Unbilled WIP Dashboard

✅ Bill WIP in real-time (not 90 days later)
✅ Prevent write-offs (catch aging WIP early)
✅ Better cash flow (faster billing)