Know which client work is earning its keep.
A monthly client-margin and staffing package for agencies and consultancies working across accounting, time and project systems.
$5k to $7k/month
Scoped setup starts at $8k. An optional $2k diagnostic is credited toward that same implementation.
Your next staffing or pricing decision needs more than the company P&L.
Time lives in one system, budgets in another, and someone rebuilds the margin spreadsheet every month. When the inputs disagree, the decision waits.
We build one agreed reporting workflow, check the inputs and resolve exceptions with your team. Each month, you receive a client/project-margin and staffing package with documented definitions and a review of what changed.
What the workflow looks like
An illustrative workflow. Final scope and acceptance are agreed with you.
- Inputs
- Accounting totals, project budgets and time records
- Checks and exceptions
- Missing time records or unmapped project costs
- Monthly output
- Client margin, staffing capacity and an exceptions list
- Your decision
- Decide where to adjust price, scope or staffing
Start with one recurring job.
You have a recurring reporting deadline, an owner who can grant source access, and a decision this package needs to support.
If your current software already produces a reliable package, we will say so on the call.
A standalone diagnostic is $2k and covers one workflow, source feasibility and a scoped proposal. If the scope is already clear, we can agree setup and recurring work directly.
These are separately scoped finance operations services. Your existing bookkeeping plan does not change.