Your financials aren't enough to run your firm profitably

Gain visibility into service and client-level profitability with our custom reports.

The dashboard has given us the insights we needed to understand exactly where we’re losing money, and where we could be more efficient.

Gabrielle Luoma

MOD Ventures

Have Your Margins Dropped As Your Firm Grew?

As your firm got bigger, keeping your profits up has been hard. You review your numbers often, but there’s something missing.

The team is busy, but you’re not sure where time is being spent.
You can’t see who’s working on what because your data is spread across multiple systems – and it’s not updated in real time.
You hold on to unprofitable clients and inefficient systems. And you don’t have the data to know what to do next.

The Solution: Real-Time Profitability Insights

Our team of consultants and engineers integrate your reporting systems to bring clarity to your firm’s operations so you can:

Track Profitability by Client and Service Line: Easily see which clients and projects are generating the most profit.
Monitor Workload & Capacity: Get a real-time overview of each team member’s availability, so you can see who has bandwidth for new work and prevent overloading your staff.
Keep Work Within Budget: Compare tracked time to your initial estimates, helping you avoid over-servicing clients and making sure client agreements stay profitable.

How It Works

We Connect to Your Apps

Whether you're using Karbon, ClickUp, QuickBooks, or another system, we connect to the apps you already use to track work AND the apps you use to bill clients.

We Set Up Your Dashboard

Once integrated, we build custom reports to show you exactly how profitable your clients and services are. We build it all as automated as possible, so you get real-time data without endless manual work.

You Make Smarter Decisions

With actionable insights, you’ll know exactly where to focus your efforts, optimize your systems, and make strategic business decisions.

Why Choose Us?

We believe in making your clients – and your staff – lives easier.

Automation should bend around what’s convenient for people, not the other way around.

That’s why over the last 4 years, we’ve helped small firms (with no free time) save 10,000s of hours for their staff and their clients.

We are a team of certified technology consultants & process automation experts with decades of combined experience.

You’re not hiring us to learn. We’ve been there and done that.

We partner with top automation and accounting efficiency apps – to elevate your operations.
We’ve integrated over 800+ apps. Below are the ones we use the most.