Get Powerful Business Insights with our CPA Firm Performance Software
ImagineTime’s firm performance software for CPAs provides comprehensive, yet straightforward dashboard reports, so you always know exactly where your firm stands in terms of profitability. Analyze your firm’s greatest opportunities and challenges; compare various staff members’ performances against your firm’s monthly and annual benchmarks; and use what you learn to make informed, data-driven decisions.
Our CPA Reporting & Analytics Software Features:
- Billable hours
- Current year profits
- Previous year profits
- Employee performance reports
- Client profitability reports
- And much more!
Employee Reporting Software
Employee reports help you identify and reward your most high-performing staff members, and give those who are struggling the extra help they need. When it’s time to give employee evaluations, award bonuses, or reorganize your resources, you’ll be able to make smart, data-driven decisions based purely on performance. To learn more about our employee reporting software, click here.
Client Reporting Software
ImagineTime gathers client data into reports which clients can easily access via the ImagineShare Client Portal. Reports contain key information such as balances, realization adjustments, invoices, and collections. Administrators can also sort client reports from largest client to smallest, so you can immediately view which accounts are yielding the most profits. Learn more about our client reporting software here.
Stop Wasting Time and Money on Spreadsheets
A typical accounting or law firm might spend four or five hours making a single client report—so if you’ve got 20 clients, you’re easily losing thousands on unbillable overhead. ImagineTime automates the reporting process, so you can spend more time on the work that matters.
Make Tax Season Stress-Free as Possible
Skip the math headaches, and let ImagineTime crunch the numbers for you! You can easily access profit and loss reports, as well as other financial data, from your dashboard. Our ready-made financial reports save you time on filing and help make tax season as stress-free as possible.
Get The Firm Performance Data You Need
Running a great accounting firm comes down to the ability to see the whole picture. Our insightful reports cover everything from billable hours and accounts receivable, to expense tracking and staff performance. Our simple interface lets you gain fresh insights into your business with ease, and can be shared in multiple formats, including PDF, Excel, Word, and more.
Know exactly where your firm stands with ImagineTime’s performance reporting software.