Practice Analytics Dashboard

Deep insights into practice performance

Total Revenue

$285K

23.5%

vs last month

Active Clients

342

18%

vs last month

Avg Revenue/Client

$833

12%

vs last month

Billable Hours

1245

5.2%

vs last month

Realization Rate

94%

Billed vs worked hours

Utilization Rate

87%

Staff productivity

Profit Margin

68%

Industry leading

Revenue by Service Line

Breakdown of revenue sources

Individual Returns

+15%

$125K

44% of total

Business Returns

+32%

$85K

30% of total

Tax Planning

+28%

$45K

16% of total

Audit Defense

+45%

$20K

7% of total

Bookkeeping

+10%

$10K

3% of total

Monthly Revenue Trend

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Revenue Distribution

Recurring Revenue

$145K

51%

Project-Based Revenue

$100K

35%

Advisory Services

$40K

14%