Financial Cents, the all-in-one workflow and practice management software for bookkeeping and accounting firms, has unveiled several new reporting tools designed to give firms real-time, actionable insights into their revenue, team productivity, and client work.
These newly launched reports aim to help firm owners drive profitability, allocate resources effectively, and make better-informed business decisions.
The new reports include:
- Revenue Insights Report – Visualize total revenue, recurring vs. one-time revenue, revenue by service item, and accepted proposals. Easily filter by client, group, or service item and compare trends across time periods.
- Accounts Receivable Aging Report – Identify overdue invoices, filter by client or client group, and send payment reminders directly from the report.
- Work Insights Report – Track projects completed, average days to completion, overdue work, and compare performance across staff and clients.
- Realization Report – Measure profitability by client, staff member, project, or service item. Analyze how much billable work is actually being collected.
- Utilization Report – Evaluate billable vs. non-billable time, monitor team productivity, and export detailed reports for in-depth analysis.
“These new features go beyond reporting. They give firm owners complete visibility into the levers that drive growth, whether that’s top-performing clients, team efficiency, or cash flow health,” said Shahram Zarshenas, CEO of Financial Cents. “You can’t scale what you can’t measure. With these tools, firms can scale with confidence.”
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Tags: Firm Management, Technology
