Industry one-pager
Professional and business services
You track your clients' deadlines carefully. Nobody tracks yours.
What it costs you today
- 01
Time is recorded at the end of the week, from memory, if at all.
Time reconstructed on a Friday is always less than time spent. Fixed-fee work that has quietly become unprofitable stays that way because the evidence was never captured.
- 02
Recurring compliance work is remembered rather than scheduled.
VAT returns, corporate tax filings, licence renewals and audit deadlines repeat on a known calendar. Rebuilding that calendar from memory each cycle is both a risk and a tax on your best people.
- 03
Client profitability is a feeling, usually a generous one.
Firms consistently discover that their largest client by revenue is not their largest by profit — and by then the fee has been renewed at the old number twice.
What the system does about it
The engagement as the unit of work
One record per client engagement with its stages, its owner, its deadline and everything filed against it — instead of a folder per document and a state that only exists in someone's head.
Time that reaches the invoice
Timesheets against the engagement, billable and non-billable separated, and invoices generated from what was actually recorded rather than from what was estimated at the start.
Recurring obligations scheduled once
Compliance work that repeats on a calendar is created on that calendar automatically, with the owner and the lead time set, so the firm's own deadline list is as reliable as the ones it manages for clients.
Profitability per client and per engagement
Fee against recorded cost, by client, by engagement type and by partner. The fixed-fee work that stopped making sense two years ago becomes visible while it can still be repriced.
Businesses we do this for
Paperless
Company formation and business services
1,500+ Projects run through it
MS Plus
Chartered accountants
30+ Of their clients delivered with us
1 Firm running its own books on it
Next step
Thirty minutes on the phone. We tell you whether we can help and roughly what it takes — before anyone talks about scope or price.