Better visibility across every service your firm delivers
Service performance should show which services are profitable, how they are delivered, and where your team can improve.
Link reports by service and team member, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy to see which services create value, which team members deliver them most effectively, and where extra support or training may be needed.
Why Choose Link for Managing Service Performance?
Most firms can’t properly report on service performance because the data simply isn’t captured in a usable way.
Link connects jobs, tasks, time, WIP, write-offs, and team members to give firms reporting most systems can’t provide.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the results and make better decisions around pricing, allocation, training, and service delivery.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Matthew Davis, DirectorSBA South Island“Link was the biggest driver of reducing our write-offs and developing strategies to reduce these. At our worst we had high write-offs of around 30% in some years. This has now been reduced to effectively nil and we continue to utilise Link to monitor the progress we have made.”
Stuart Lowe, DirectorHW One“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.”
Brendan Podevin, DirectorDrive Accounting“With Link, reporting became automated, systemised, and easy. Schedulable WIP reporting and improved visibility across the business allowed the team to make faster, better informed decisions.”
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
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.