Partner performance reporting that shows the full picture
Partner performance should be measured through the clients, groups, and results each partner is responsible for.
Link gives firms clear reporting by partner, client group, and client, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy for each partner to review their full client base, compare performance across client groups, and identify which clients are creating strong returns and which need pricing attention.
With accurate, reconciled data and scheduled reports sent directly to management, Partner Performance gives firms the visibility needed to make better pricing, recovery, and client management decisions.
Why Choose Link for Managing Partner Performance?
Most firms struggle to see partner performance clearly because the data is spread across jobs, clients, WIP, write-offs, and billing.
Link brings it all together in one reporting view. Partners can see how their client groups are performing, review individual clients, and sort results by key metrics like profit, ROI, write-offs, and average hourly rates.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the reporting. It gives partners the detail they need to review client performance, lift fees where needed, and manage their client base with confidence.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Grant Heaslip, DirectorHeaney Business Group“The Link team made it so easy and could explain everything while helping improve things along the way.”
Gemma Heaney, DirectorSBA South Island“What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm.”
Stuart Lowe, DirectorDrive Accounting“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
Emma Kenny, Director“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.