Engagement fee and delivery Grouped
How does the agreed fee compare with delivered service value and invoiced service value for each client?
- Accounting and Tax Firm PSA
- Reports and operational decisions
Reports for the questions your team asks
Explain delivered value, hours, billing readiness and collection exceptions.
Overview×
Accounting and Tax Firm PSA · Overview
Accounting and Tax Firm PSA dashboard
This quarter
Expenses in view
6Total amount
3,190Travel
2Meals
1Clients by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Prospect | 32 | ||
| Active | 19 | 59% | |
| On hold | 12 | 63% | |
| Closed | 8 | 67% |
Clients by status
Sample counts per stage
Questions to answer
Hours against budget List
Which assignments need investigation of logged effort and delivered service hours against the agreed budget?
Staff effort and capacity Grouped
How does each person's dated effort compare with weekly capacity for the selected period?
From Team capacity
Approved service backlog List
Which approved service lines still need billing follow-up, and who owns the engagement?
Filing billing readiness List
Which contractual deliverables are waiting for review or invoicing, and when are they due?
From Filing deliverables
Collection exceptions by client Grouped
Which filing charges are overdue or disputed, and what does the reference note explain?
Expense review and reimbursement List
Which costs await a decision, and which approved costs still await reimbursement?
From Time and expenses
Decision and operation outcomes List
Which subjects received a review decision, and which attempted actions failed or completed only partly?
From Service delivery
Set up Accounting and Tax Firm PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.