Client profitability reports
Why it makes sense
Client profitability reports help you understand how much time and cost serving a specific client takes compared to the revenue they bring. TAXY aggregates data from the task manager, data extraction, attendance and billing to show margins, time demands and potential opportunities for price revisions or automation. That's key for strategic decisions and for keeping an accounting firm's business healthy.
An overview of client profitability
Identify the “expensive” clients
Grounds for changing prices and processes
How does the client profitability report work?
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Time and cost data is collectedchart_data
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Client profitability is analysedid_card
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Problematic clients are identifiednext_plan
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Grounds for optimisationfinance_mode
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Trends and improvements are trackedWhat this feature brings you
Accurate data leads to better decisions and optimised work.
Margin per client
An overview of costs vs. revenue for every client in your portfolio.
Client segmentation
Find costly or highly profitable segments to shape your strategy.
A basis for optimisation
Grounds for analysing process or pricing adjustments based on accurate data.
Client profitability report
Data for better decisions
The client profitability report in TAXY gives accounting firm managers valuable information about the profitability and efficiency of working with individual clients. The system analyses the time spent on each client and the costs of serving them, and compares them with revenue. It identifies problematic clients, suggests optimisations and supports strategic decisions about the client portfolio.
The traditional approach vs. working with TAXY
How decision-making changes with accurate efficiency data
The traditional approach
Decisions based on gut feeling
Unclear profitability information
Problematic clients overlooked
Inefficient resource allocation
No measurement of improvement
Analysis in TAXY
Data-driven decisions
Accurate profitability data for every client
Problems identified
Optimised resource allocation
Improvements measured and tracked
Start analysing client profitability
Get an overview of your clients' profitability and optimise your work. Data will help you make informed decisions.