From proposal to paid, without spreadsheets between the stages
Consultancies, agencies and professional practices sell time and expertise. The right system connects quotes, time, invoices, WIP and reporting so the firm knows which engagements are profitable.
Why this sector thrives on COUNT
Service firms sell time and expertise. COUNT connects the work, the invoices and the books so you can see which clients and jobs are profitable.
What professional services teams tell us
Time not billed
Find unbilled time and write-offs before the job closes.
Project vs ledger drift
Keep project revenue, costs and milestones aligned with the ledger.
Retainers and milestones
Upfront deposits and staged payments must be recognised correctly, with clear WIP and receivables.
Workflows built for this sector
Time to invoice
Turn tracked time into invoices or milestone payments without leaving the ledger.
Project visibility
Track project delivery, revenue and costs in the same system.
WIP reporting
See work in progress, billings and recoverability across the client portfolio.
What changes with COUNT
Profit by client and job
Track revenue and costs against the work, so pricing decisions are based on real numbers.
Faster cash collection
Clear invoices and simple payment options help clients pay on time.
A clean handover to your advisor
Your accountant works in the same system, making reviews and year-end simpler.
A stronger advisory relationship from shared data.
Accountants and CFOs can monitor realisation, aged receivables and project margins, then produce management reports directly from live data.
Related resources
See COUNT for professional services
Start free, or talk to us about a portfolio migration if you are moving a group of clients.