Manage your practice like a business.
Revenue per client, service mix, billing efficiency, and growth trends — so you know where your practice is heading.
Most accountants track their clients' numbers but not their own. Practice Analytics changes that. See which clients generate the most revenue, which services are most in demand, how much work-in-progress is sitting unbilled, and how your practice has grown quarter over quarter.
What it does
Revenue per client
Annual revenue per client, trended over time. Know which relationships are growing, which are flat, and which might churn.
Service mix
Breakdown of revenue by service type: bookkeeping, tax preparation, audit, advisory. See where you're earning most.
Billing efficiency
Work-in-progress vs. billed. Unbilled items by client. Know what you've earned but haven't invoiced yet.
Growth metrics
Client count, revenue, and margin trends quarter over quarter and year over year. Track the trajectory of your firm.
Client segmentation
Group clients by industry, size, revenue tier, or service package. See patterns across segments.
Seasonality view
Revenue by month and quarter — see filing season peaks and plan staffing and capacity around them.
Joey, sole practitioner CPA
Annual practice review in 30 minutes
Revenue review
Joey opens Practice Analytics. Revenue for the year: ₱2.1M. Up 18% from last year. Three clients account for 40%.
Service mix
Tax preparation is 55% of revenue, bookkeeping 30%, advisory 15%. He decides to grow advisory — higher margin, more interesting work.
Unbilled check
Work-in-progress: ₱180,000 unbilled. He identifies 4 clients with large open balances and sends invoices that afternoon.
Next year plan
Three clients are likely to grow. Two are inactive. Joey has the data to decide where to invest in the next year.
Result: Joey runs his practice with the same rigor he brings to his clients' books. Numbers drive the decisions.
Part of the Akauntants accountant suite
Know your practice numbers as well as your clients' numbers.
Practice Analytics included in the accountant plan.