For accountancy and bookkeeping practices – recurring fees, client numbers, utilisation, realisation, lock-up and deadlines on one page
Secure checkout. Your file is ready in your client portal as soon as payment clears.
Practice software is good at recording time and fees but rarely shows the whole practice on one page. Keep a simple client list, add each month's fees, WIP, debtors and chargeable hours, and this workbook gives you the KPIs partners and lenders ask about.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Fees billed, cash received, WIP and debtors month by month. What you do: one line a month.
Step 2
Every client with its recurring fee and services. What you do: one row per client.
Step 3
Hours, chargeable time and utilisation by person. What you do: enter hours each month.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
Visit AML Accountancy Solutions
