Reporting and Dashboards
Reporting and Dashboards for Accountancy Practices
Client reporting packs produced without anyone assembling them, and the numbers partners run the practice on in one place.
The problem
Two reporting problems sit side by side. Client management reports are assembled by hand each month, from the same sources every time.
And the numbers partners run the practice on live in different systems, arrive late, and rarely agree.
What the system does
- 01Produces recurring client reporting packs on schedule, drawn from the ledger and commented where a figure has moved.
- 02Brings fee income, recovery rate, lock-up, average fee per client and advisory revenue into one partner view.
- 03Shows recovered revenue by system, with each item traceable to the client, job and approval.
- 04Sends each partner what is theirs, on the day it is needed, without anyone assembling a spreadsheet.
The numbers it moves
- Fee income
- Measured against the baseline, with recovered revenue shown separately from growth.
- Profit per partner
- Recovered fees carry little extra cost, so the effect on profit is visible rather than assumed.
How it is proven
Every figure links back to the record behind it, so any number on the dashboard can be opened and checked.
Questions
- Where does the data live?
- In your own cloud account. The dashboard reads from your systems; it does not become another place your client data is stored by someone else.
- Can we give partners different views?
- Yes. Access follows your own structure, whether that is by office, portfolio or partner.
- Does it replace our practice management reporting?
- No. It sits alongside it and answers the questions practice management reporting does not: what was recovered, from where, and what it was worth.
Would this pay for itself in your practice?
A 30-minute call to talk through how your practice runs this work today, and whether an Audit is worth doing. If it is not, we will say so.
Last updated 29 September 2026